Kyle Graham is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior work includes roles at Grit Marketing, Firetrol, New Tech Global, and the LDS Church. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and offers model portfolios constructed using proprietary fundamental research, quantitative analysis, and algorithmic methods.

Alexandra Wilson is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Brokerage Services LLC since 2011, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and AI-driven research, as well as its advisory role to multiple registered investment companies and fund-of-funds.

Austin Whiting is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior work includes roles at LendingClub Corporation, CRK Concrete, Purdue University Global, and The Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with oversight of affiliated and unaffiliated sub-advisers and employing AI-driven methodologies.

Laura Callahan is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. Her career includes positions at Merrill, Wells Fargo Clearing, and Bank of America N.A., with a history extending back to Quick & Reilly. She serves as a board member for ShelterKids, a nonprofit organization supporting at-risk youth in the Salt Lake City area. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Christian Wandtke is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, US Bank, and Utah Tech University. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is investment policy statement-driven and grounded in modern portfolio theory, with a wider range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Suzanne Eyre is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Chris Ulrich is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been associated with various Fidelity entities since 2010, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment strategies and model portfolios.

David Shumway is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes multiple roles at Fidelity Investments since 2019 and prior employment with Elite Custom Exteriors and The Church of Jesus Christ of Latter Day Saints. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe and supports its solutions with regulatory oversight and use of AI in research.

Brittney Hasleton is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Her career includes roles at Fidelity Investments, Security Service Federal Credit Union, and Ulta. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Nicholas Nadauld is a Senior Financial Advisor with Merrill Lynch Wealth Management and a member of the Young, Hullinger, Roundy and Associates team. He focuses on preparing and executing wealth plans and strategies tailored for high net worth families and individuals. His role involves asset management and delivering client solutions and services. Nicholas has expertise in areas including legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, special needs planning strategies, individual and corporate investment strategy, and retirement income. He works to provide solutions designed for retirement goals, investment management, banking, trust and estate planning services, and multi-generational wealth transfers. He holds a Bachelor's Degree in Finance with an emphasis in asset management from Brigham Young University and is a Personal Investment Advisor (PIA). Nicholas is bilingual in French and English. Outside of his professional work, he is involved with the Church of Jesus Christ of Latter Day Saints and enjoys basketball, boating, football, golfing, and skiing.

Joshua Stout is a financial advisor at Raymond James & Associates with 15 years of industry experience. He has worked at Raymond James since 2020 and previously spent four years at Wells Fargo Clearing. He serves as a trustee of a family trust for nieces. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and public entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by comprehensive research and multiple portfolio management strategies.

Zakkary Fuchs is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he has been affiliated with Utah Valley University since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Megan Maughan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. She has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services, with additional experience at Randstad. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Lara Deppe is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. In addition to her advisory role, she provides consulting services to Richards Sign Company, a local business in Ogden, UT, supplying printed products sold on consignment. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Amie Thompson is a financial advisor at Raymond James & Associates with 32 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2026, she worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. for a total of 12 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Rehana Ahmed is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been associated with First Security Van Kasper since 1998. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a team of over 14,000 financial advisors and provides both brokerage and advisory solutions.

John Orton is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, where he has worked for 10 years. He has 18 years of industry experience. Outside of advisory work, Orton serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Melton is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 1999, serving in various capacities including Investment Management Consultant, Team Manager, and Financial Service Specialist. His career spans more than 25 years in the financial industry. Michael's expertise includes addressing financial challenges such as inflation, economic uncertainty, and market volatility. He also has experience as an adjunct professor of economics, which informs his approach to creating flexible and resilient financial plans tailored to individual client needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys biking, camping, music, parenting, spending time with pets, and skiing.

Brock Larsen is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His work history includes roles at Fidelity since 2020 and prior employment at Darden’s Olive Garden and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios delivered to intermediary platforms.

Alec Britte is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for three years. His career also includes roles outside finance, such as positions at Dick's Fresh Market and Starbucks. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios across mutual funds, ETFs, and ETPs.