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.

Lara Deppe is a financial advisor at Merrill with 12 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013. In addition to her advisory role, she provides consulting services to Richards Sign Company, a local business in Ogden, UT, supplying printed products sold on consignment. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

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 in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and has also been associated with First Security Van Kasper since 1998. 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 through a team of over 14,000 financial advisors and provides both brokerage and advisory solutions.

John Orton is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, where he has worked for 10 years. He has 18 years of industry experience. Outside of advisory work, Orton serves as a trustee for a family trust. 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 combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 with Fidelity, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2024, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

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 Series 66 and Series 63 designations and two years of industry experience. Prior to joining Fidelity, he worked at Strayer University and held roles at eBay and Hollister. Outside of advising, he 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, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of 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.