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 at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has been with Fidelity Investments since 2020 and has prior work experience at Darden - Olive Garden and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary and non-discretionary portfolio management and fund advisory. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Alec Britte is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2021 to 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

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.

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 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity in various roles since 2012. Outside of his advisory work, he serves as a board member for the St Johns Child Development Center in Salt Lake City. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at Strayer University and eBay. Outside of his advisory work, he also works as a delivery driver for DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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 at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various capacities since 2011. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product options including insurance-related vehicles and bank deposit sweep programs.

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 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity, he worked at CCBank for two years and has held various roles in retail and service industries. 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 across mutual funds, ETFs, and ETPs. The firm serves a diverse client base and maintains oversight controls while employing systematic methodologies and long-term asset allocation benchmarks.

Michael Jones is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2005. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach 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.

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.