Kevin Hunt is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 credentials and 36 years of industry experience. He has served at Rocky Mountain Investment Advisors, L.L.C. since 1999 and Royal Alliance Associates, Inc. since 1997. Hunt is also managing principal of Retirement Plan Solutions, a consulting and administration firm focused on retirement plans. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors and advisory platforms. The firm provides integrated brokerage, investment advisory, financial planning, and retirement plan consulting services with a focus on portfolio construction using proprietary tools and access to third-party investment solutions.

Kyle Francis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2024, he worked at Qualtrics for a total of ten years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and maintains a formal advisory role to multiple registered investment companies.

Gerald Gallup III is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple Fidelity entities as well as Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a wide range of investment products.

Chase Potter is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds the Series 66 designation. Prior to joining Wells Fargo Clearing, he worked at Brooks Pest Control and Vivint Inc. among other roles. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

William Anderson is a CFP® professional with 24 years of industry experience, currently affiliated with Raymond James Financial in Salt Lake City, UT. He previously worked at Edward Jones for 21 years before joining Raymond James and founding S.W. Anderson Financial, where he provides financial services to individuals and businesses. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jeff Ames is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a variety of clients including registered investment companies and offers distinctive services such as commodity pool operation and formal advisory roles to multiple funds.

Cathleen Wright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2026. 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.

Christopher Geiger is a financial advisor at Fidelity with nine years of industry experience. He has held roles within various Fidelity affiliates since 2016, including Fidelity Brokerage Services, LLC, and FIDELITY Personal and Workplace Advisors. Geiger holds the Series 66 designation and is based in Salt Lake City, UT. 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. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory roles with registered investment companies and fund-of-funds.

Morgan Carter is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked in various capacities within Fidelity since 2015. Outside of his advisory role, he serves as an instructor at the Armed Self Defense Institute, a firearms training company. Morgan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other advisory services.

Cody Richards is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Richards is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides 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 deliver model portfolios across various investment vehicles.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Madeline Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no prior industry experience outside of her current role. She previously worked at Wells Fargo from 2014 to 2022 and was a homemaker for two years. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amy Marty is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and Keeler Thomas Inc. for 16 years each, as well as at OSAIC. Outside of finance, she serves as secretary for Wasatch Eyeworks, an optometry practice in Draper, UT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Carolyn Pahnke is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Fidelity since 2010, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of her advisory work, she is affiliated with Utah State University. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Brady Nelson is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Wells Fargo Advisors. He has held roles at Wells Fargo Clearing Services LLC since 2017 and joined Wells Fargo Advisors Financial Network LLC in 2026. Outside of his advisory work, Nelson teaches English online to children in China through VIPKID and occasionally works as a Lyft driver. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client reports.

Timothy Mulligan is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at Amazon, McCarthy General Contractor, and the US Army Reserve, among others. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors through a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles to multiple registered investment companies and fund-of-funds structures.

Joyce Santos Roeder is a Wealth Management Planning Consultant at Fidelity Investments. She has been with Fidelity since 2021, holding various roles within the company, progressing through Customer Relationship Advocate, High Net Worth Associate, and positions in Wealth Management Services and Operations before her current role. In her current position, Joyce focuses on building strong, trusted relationships with clients to support a holistic and proactive experience. She assists clients with a wide range of service needs and facilitates access to appropriate resources and business partners when additional support is required. Outside of her professional work, Joyce has personal interests that include beach activities, reading, running, traveling, and yoga.

Darrell Rainey Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Joshua Nielsen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant in 2024, Team Leader of Client Services from 2022 to 2023, Workplace Planning Consultant Help Desk from 2019 to 2022, Workplace Planning Consultant from 2017 to 2019, Retirement Solutions from 2014 to 2017, and Investment Solutions from 2013 to 2014. Joshua's approach to client service focuses on building strong, trusting relationships by understanding his clients' unique goals and aspirations. He emphasizes listening and comprehending client needs to tailor financial strategies aligned with their long-term objectives. He holds a California Insurance License. Outside of his professional work, Joshua has interests in baseball, fishing, football, and golf.

Keaton Grunander currently serves as an Investment Solutions Representative III at Fidelity Investments. In this role, he focuses on providing guidance to clients on budgeting, investing, and wealth planning tailored to their individual needs and goals. Keaton has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, High Net Worth Service Associate, and Investment Solutions Representative levels I and II prior to his current position. He holds insurance licenses in Arkansas and California.