John Bonnemort is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He is a Certified Financial Planner (CFP®) who works collaboratively with clients to develop strategies aimed at enhancing their financial outcomes. His approach to financial planning encompasses a comprehensive management of personal financial situations, integrating elements such as tax-efficient investing, estate and legacy planning, insurance, and risk management. John's professional experience spans several roles in the financial services industry, including positions as a Registered Representative and Insurance Agent with State Farm from 2020 to 2021, a Financial Planner at First Capital Advisors from 2019 to 2020, a Financial Planner at Lincoln Financial Advisors from 2016 to 2019, and a Financial Advisor at Edward Jones from 2013 to 2016. He holds insurance licenses in Arkansas and California. Outside of his professional work, John engages in family activities and enjoys fishing, fitness, hiking, and traveling.

Blaine Durrant is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at E*TRADE Securities and E*TRADE Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning using structured discovery conversations and advanced modeling tools.

Trevor Wessman is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, he worked at Inca, BambooHR, American Buildings Company, and Nucor Buildings Group. Outside of his advisory role, he operates as an Independent Business Owner selling products through Amway Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to multiple registered investment companies and for integrating AI and systematic methodologies in its investment process.

Katja Akiyama is a financial advisor at Fidelity with three years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Ameriprise Financial, and Cyprus Credit Union. 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 to manage portfolios composed of mutual funds, ETFs, and ETPs.

Carilynn Lape is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Her work history includes multiple roles at Fidelity Investments as well as positions at Summit Global Investments, Zions Bancorporation, and the United States Postal Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and engages in activities such as fund advisory and model portfolio delivery using systematic methodologies.

Deborah Rowell is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Investments, D. Craig McKenna Advisors, Inc., and Zions Direct, Inc. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Brandon Meredith is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Wells Fargo Bank for 15 years. Meredith serves on the executive board of the Davis County Chamber of Commerce and is a board member of the Boys and Girls Club of Utah County. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Samuel Thomas is a CFP® professional with 21 years of industry experience, currently serving at Charles Schwab since 2023. His prior roles include positions at Morgan Stanley and E*TRADE. Outside of his advisory work, he is part owner and part manager of a dog walking and boarding business that involves his family. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers multi-asset investment guidance supported by centralized operations.

Melissa Clayville is a financial advisor with Robert W. Baird & Co. in Bountiful, Utah, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Robert W. Baird since 2011. Outside of her advisory role, she is involved in cosmetic sales with Avon and Mary Kay. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, charitable organizations, and institutional clients with tailored financial planning and portfolio management services. The group employs a variety of investment strategies, including discretionary and non-discretionary management, and offers both traditional and complex asset allocations.

Susanne Thalman is a Series 66-licensed financial advisor with Edward Jones in Park City, UT, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Parker Briggs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at Teton Wealth Group LLC, E*TRADE Securities LLC, and multiple educational institutions. Outside of his advisory work, he hosts a Spotify podcast titled "Meandering Moments." Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Cody Thacker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked within various divisions of Fidelity since 2008, including 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 fund advisory and model portfolio construction using a blend of proprietary research, quantitative analysis, and algorithmic methodologies. The firm is recognized for its role with registered investment companies, use of AI in research, and management of commodity pools.

Chloe Battad is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Prior to her current role, she held positions at Blip Billboards, The Church of Jesus Christ of Latter Day Saints, and Aubergine and Company. Fidelity's Strategic Advisers LLC 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 model portfolios across mutual funds, ETFs, and ETPs.

Braydon Anderson is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity Investments, he worked at State Farm Insurance and FedEx Freight. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, with differentiated activities including commodity pool operation registration and the use of AI in research.

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.