Peter McGrath is an Executive Planning Consultant at Fidelity Investments. He has been with the company since 2010, progressing through roles including College Planning Specialist, Retirement Planner, and Benefits & Planning Consultant in Executive Services before assuming his current position in 2025. His professional experience covers various aspects of financial planning and benefits consulting. Prior to joining Fidelity Investments, he worked as a Collateral Management Specialist at State Street Bank & Trust from 2008 to 2010. He holds a California Insurance License. Outside of his professional work, Peter engages in activities such as baseball, football, soccer, snowboarding, traveling, and spending time with his family.

Rane Eskelsen is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2018. In his current role, he partners with clients to identify and prioritize their financial goals, develop actionable plans, and execute these plans through collaborative investment strategies and comprehensive financial planning. Prior to his current position, Rane held several roles at Fidelity Investments, including Planning Consultant, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Rane has personal interests in board games, camping, and football.

Kyle Baugh is a Financial Consultant at Fidelity Investments. He provides guidance on budgeting, investing, and wealth planning tailored to his clients' unique needs and aspirations with the goal of helping them work toward financial security and prosperity. Kyle has held various roles at Fidelity Investments since 2021, including Financial Consultant, Planning Consultant, and Investment Solutions Representative positions. His experience spans financial consulting and client relationship advocacy within the firm. He holds insurance licenses for Arkansas and California. Outside of work, Kyle's personal interests include camping, fishing, golf, motorcycles, reading, and snowboarding.

Connor Pierson is a financial advisor with Wells Fargo Clearing 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 Wells Fargo Bank, Keybank, Morgan Stanley, Fidelity Investments, and other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a large network of advisors and offers a range of products and services supported by research from Wells Fargo Investment Institute and third-party sources.

Adam Wilcox is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining UBS, he worked at Fidelity Investments and has held various roles at the University of Michigan and other organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, leveraging proprietary research and model-based asset allocations to tailor investment solutions.

Bryce Van Orman is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Symmetry Financial Group, Uplife Group, and EnerBank USA, as well as earlier positions in education and industry. Fidelity’s Strategic Advisers LLC, where Van Orman is based, 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 manage portfolios drawn from mutual funds, ETFs, and ETPs.

Ariunaa Scholte is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. She has been associated with Wells Fargo Bank since 2013. 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 and provides both brokerage and advisory solutions.

Randall Larsen is a financial advisor with Morgan Stanley in Salt Lake City, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Rippling, Bill.com, JP Morgan Chase, and Morgan Stanley. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning that utilizes firm-approved tools and methodologies.

Joshua Burns is a CFP® and holds a Series 66 license. He has worked with Edward Jones in Farmington, UT, for 11 years. Outside of his advisory role, he is also involved in residential pest control sales in the St. Louis area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated capabilities, supported by a large nationwide network of financial advisors and branch offices.

Kyle Day is a financial advisor with LPL Financial based in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Investments before joining LPL Financial and Zions Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management programs, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

Gary Wabel is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors from 2018 to 2025. Outside of his advisory work, he owns and manages a cattle farm in Heber, Utah. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fiduciary and fund advisory roles. The firm employs a research-driven, algorithmic approach to portfolio construction and is notable for its registration as a commodity pool operator and its use of AI-driven methodologies.

Annette Bowman is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 65 registrations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jayden Epperson is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. throughout his career. 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 solutions. The firm’s approach 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.

Nate Jones is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant. In his current role, Nate partners with clients to build, implement, and monitor customized wealth plans. He focuses on helping clients manage factors such as inflation, market volatility, and tax-efficient investing. Nate holds insurance licenses in Arkansas and California.

Grant Fischer is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and several other firms before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios. The firm combines fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies and funds-of-funds.

Kennedi Gile is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Based in Salt Lake City, UT, Gile has been with Fidelity since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Scott Spencer is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with various Fidelity entities since 1991, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments in Salt Lake City, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement with commodity pool operations, and its advisory roles in multiple registered funds.

R Joshua Richens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity Investments since 2025 and at Fidelity Brokerage Services since 2019. Outside of finance, he has worked as a bilingual peer success crewmember for JetBlue, providing customer service and booking reservations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Sarah Clayton is a Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2003, gaining extensive experience in various capacities including Central Relationship Manager, Active Trader Services, High Net Worth Associate, Retirement Specialist, Fixed Income, and Customer Service. Her expertise spans retirement planning, high net worth client services, and fixed income investments. Sarah holds insurance licenses in Arkansas and California. She emphasizes the importance of incremental decisions in financial planning, reflecting her belief that small, consistent actions can lead to significant outcomes. Outside of her professional work, Sarah enjoys baseball, board games, bowling, camping, and volunteering.

Megan Hewett is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Amazon Com Services, Marriott International, and other firms. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 than typical large institutional advisers.