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.

Trevor Hanson is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Zions Bank and LPL Financial. Outside of his advisory role, he is involved as president of ApexFlow Wealth Management LLC, focusing on branding and marketing. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored planning and consulting using analytical tools and supports clients through advisory programs and institutional consulting.

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.

Cyrus Hanks is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity in various capacities since 2015, with prior roles at Wells Fargo Clearing and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a registered commodity pool operator with advisory roles to multiple registered investment companies.

David Burns is a financial advisor with Edward Jones in Farmington, UT, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Evelyn Rindlisbacher is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to her current role, gaining comprehensive experience in investment solutions. In her role, Evelyn works closely with individuals and families to understand their unique financial goals and to develop tailored financial plans. She holds an Arkansas Insurance License, supporting her expertise in financial and insurance products. Outside of her professional work, Evelyn is interested in art, concerts, cooking and baking, parenthood, traveling, and volunteering.

Alexander Brewster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2011. Brewster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers both discretionary and non-discretionary advisory services.

Stephen Thomson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career at Fidelity spans multiple divisions, including Brokerage Services, Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, he is the sole proprietor of Retro Gaming Shirts, a print-on-demand apparel business specializing in graphic design. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Jalen Chan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in various roles including independent contractor positions for delivery services such as DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe, including mutual funds and ETFs.

Blake Trerise is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Marko Foam Products Inc. and Intermountain Healthcare. 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 deliver model portfolios across various investment vehicles.

Daniel Lunt is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2004. 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 combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jacob Mcshane is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fiction International and the Utah Attorney General’s Office. He is based in Salt Lake City, UT. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Brian Swenson is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, Swenson serves on the finance committee and advisory board of a local Make-A-Wish chapter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and extensive resources.

Michael Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He previously served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Before joining Fidelity Investments, he worked as a Senior Financial Services Representative at E*TRADE from 2018 to 2023. In his work, Michael focuses on partnering with clients to understand their short and long term financial goals and developing customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Michael holds insurance licenses in Arkansas and California.