Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Hall is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory roles, he has been involved with the Salt County Arts Council since 2001. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Benjamin Bigcraft is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Utah and Unifi Salt Lake City. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Mohamed Gonzalez is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles at Comcast and several other organizations. Outside of his advisory role, he works weekends teaching children how to snowboard at a ski resort in Utah. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Hill is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes diverse roles across various sectors, including logistics, education, fitness, and hospitality. Outside of advising, he works as a valet trash and recycling technician. 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 and deliver model portfolios.

Nathan Smart is a CFP® with 27 years of experience in the financial industry, currently serving with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts and holds powers of attorney for his children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including plan benchmarking, participant education, and a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Bytendorp is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to joining Fidelity, Jamie worked at ByteNBooks and held roles in mortgage and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies, use of systematic methodologies and AI in research, and established proxy-voting and governance procedures.

Douglas Howard is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he has interests in several partnerships and LLCs involved in real estate development and management, including a limited partnership engaged in condo development in Kauai. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment and custody support solutions.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Darin Dewsnup is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2011. Outside of his advisory role, he co-owns a sheep ranch in Soldier Summit, Utah, and serves on the local district board of trustees overseeing water delivery. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trevor McCleery is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Mithra Industries Inc and several other companies across different sectors. Outside of advising, he owns and manages McCleery Properties LLC, a low-maintenance rental property management business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Austin Green is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial in Salt Lake City, UT. He has worked with LPL Financial and Mountain America Credit Union since 2011. Green’s credentials include the Series 66 designation, and he is involved with Mountain American Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Matthew Iroku is a financial advisor with Wells Fargo Advisors, holding Series 66 and Series 63 licenses and four years of industry experience. He has worked within Wells Fargo's affiliated entities since 2021. Outside of his advisory role, he works as a Lyft driver in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning options, including specialized services, and advisors use Wells Fargo research and tools to develop tailored recommendations for clients.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His previous roles include positions at AMERIPRISE FINANCIAL SERVICES, LPL Financial, and Mountain America Federal Credit Union. He is also an adjunct professor at the University of Utah, teaching financial planning courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing planning advice focused on retirement income strategies.

Andrew Rakowski is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2011, progressing through roles including Investment Solutions Representative, Retirement Solutions Representative, Workplace Planning Consultant, and currently serving as Vice President, Financial Consultant since 2018. With 18 years of industry experience, Andrew partners with high net worth clients to develop comprehensive financial plans tailored to their personal goals and circumstances. His expertise encompasses financial planning and investment solutions, leveraging his extensive background to navigate uncertain economic environments. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in family activities, fitness, football, parenthood, reading, and volunteering.

Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.

Ryan Mc Mahon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He previously worked at Goldman Sachs & Co. for 12 years before joining J.P. Morgan in 2018. Outside of his advisory role, he is involved in an e-commerce business manufacturing and selling bags, assisting with setup and logistics. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Mckenna Ashby is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Mountain America Credit Union, LPL Financial LLC, Ameriprise, and US Bank. Ashby has also been involved in academic roles at Utah Valley University and Weber State University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Johnathon Walton is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at Fidelity since 2019 and previously was employed at Recreational Equipment Inc. from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it serves in advisory roles that include the use of AI-driven methodologies and proxy-voting governance for its funds.

Weston Morley is a Series 66 licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial and has previous experience at Zions Bank, Fidelity Investments, BancWest Investment Services, and Bank of the West. He is involved with Zions Wealth Advisors, a business related to his LPL advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services incorporating both discretionary and non-discretionary management strategies.