Alexandra Wilson is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across multiple Fidelity subsidiaries since 2011. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a notable focus on model portfolios and oversight of sub-advisers.

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 18 years of industry experience. Her career includes roles at Merrill, Bank of America, Wells Fargo Clearing, and Quick & Reilly. She serves as a trustee for P M Trust and is a board member of ShelterKids, a nonprofit supporting at-risk youth in Salt Lake City. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chris Ulrich is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has been associated with Fidelity Investments and its related entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad range of investors and manages model portfolios built from mutual funds, ETFs, and ETPs while employing oversight and governance measures uncommon among large institutional peers.

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.

Joshua Stout is a financial advisor with Raymond James & Associates in Farmington, UT, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of his advisory role, he serves as a trustee for a trust benefiting nieces. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing a range of portfolio management styles supported by extensive research and model manager options.

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.

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, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and First Security Van Kasper. Outside of her advisory role, she co-owns a rental property with her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, delivering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

John Orton is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for a family trust and holds a minority ownership interest in a private investment entity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from both internal and third-party sources to support diversified investment strategies.

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 four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic tools in its investment approach.

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 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1995. His career includes roles 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, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, including AI tools, to construct model portfolios from a broad investable universe.