Dallin Moulton is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding a Series 66 designation and two years of industry experience. Before joining Fidelity, he worked in various roles spanning the environmental sector and automotive industry. Outside of his financial career, Moulton teaches country swing dance. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and manages model portfolios for intermediary platforms.

Timothy Cody is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, previously employed at Utah First Federal Credit Union, Lowe's, Career Employment Professionals, and Best Buy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ryan Gurney is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles within Fidelity since 1995, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it participates in both registered investment company advisory roles and model portfolio delivery.

Jacob Williams is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at Wells Fargo Bank, Driven Brands, Big 5 Sporting Goods, and the Church of Jesus Christ of Latter-Day Saints. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

William Hiserman is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, he held various positions including roles at Alpine Country Club and Frye's Printing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Laurie Ann Thor is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, delegation to sub-advisers, and application of AI in its investment processes.

Chase Metcalf is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mills Wealth Management and truDigital Signage, as well as work with the Utah Jazz and Brigham Young University. He serves as treasurer for the board of Daybreak Aspen Academy, a public Waldorf school. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction with oversight of sub-advisers and rigorous governance procedures.

Daniel Hamilton is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials. He serves as a board member of St Johns Child Development Center, a local daycare in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its model portfolios, use of systematic methodologies, and roles in managing registered investment companies and fund-of-funds.

Nathan Andrews is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Wells Fargo Clearing Services LLC, RHI General Group, Arivs, and American International Group. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Alejandro Cantu Eatmon is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 63 designation and has worked at several firms, including Fidelity Investments, E*Trade Securities, and Morgan Stanley. Wells Fargo Advisors is a national securities firm managing approximately $671 billion in assets with over 14,000 financial advisors. The firm provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Alex Campana is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked in various roles including at Strayer University and eBay. Outside of advising, he also works as a delivery driver for DoorDash. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and serves as an advisor to registered investment companies.

Dillon Hoxer is a Financial Consultant currently working at Fidelity Investments. He has held multiple roles within the company, progressing from Workplace Planning Consultant I in 2020-2021, to Workplace Planning Consultant II from 2021 to 2023, then Workplace Planning Consultant III from 2023 to 2024, and most recently serving as a Planning Consultant from 2024 to 2025. Dillon holds insurance licenses in Arkansas and California. His approach to financial planning emphasizes tailoring long-term strategies to meet each client's unique needs and goals. He focuses on helping clients build and maintain personalized financial plans and supports them through life changes and market fluctuations. Outside of his professional work, Dillon enjoys cooking and baking, gardening, hiking, reading, running, and skiing.

Jeffrey Hurst is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding the Series 66 designation and having 23 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Ameriprise. 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 provides both brokerage and advisory solutions.

Trey Thompson is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones for 15 years. Outside of his advisory role, he is involved in managing rental properties in Missouri and California. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mitchell Parker is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, he worked at CCBank for two years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Michael Jones is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT. He has 14 years of industry experience, including roles at Wells Fargo Bank NA since 2005 and Wells Fargo Clearing since 2017. 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.

Spencer Willhite is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and was previously employed at Bank of America and Merrill from 2014 to 2017. His spouse, Jillian Willhite, is involved in retail and online stores in Highland, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools alongside its Global Investment Committee’s analyses to support client strategies.

Christopher Miles is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Investments and U.S. Bancorp Investments. Outside of his advisory work, he is a 25% owner of BELLY LLC in Payson, UT. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics, with a significant presence in distributing financial products through bank and insurance affiliates.

Christopher Andrew is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes nine years with UBS Financial Services. Outside of finance, he teaches karate classes at Andrew Martial Arts in Kaysville, Utah. 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, combining research from Wells Fargo Investment Institute with modern portfolio theory principles.

Neal McManus is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments in various roles since 2015, progressing through positions such as Financial Consultant, Regional Center Planning Consultant - Premium, and Workplace Planning Consultant. Prior to joining Fidelity, Neal worked as a Licensed Financial Service Representative at Mountain America Credit Union from 2007 to 2014 and as a Personal Financial Representative at Allstate Financial Services from 2014 to 2015. Over an eighteen-year career, Neal has assisted clients with retirement planning, investment strategy implementation, income generation, and legacy creation for families and charitable causes. He holds insurance licenses in Arkansas and California. Outside of his professional commitments, Neal enjoys biking, family activities, fitness, music, outdoor adventures, and traveling.