Weston Anthon is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with various divisions of Fidelity Investments since 2012 and has concurrent involvement with the University of Utah since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it maintains formal advisory roles to multiple registered investment firms.

Jeff Innes is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has worked at various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Todd Cook is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he has ownership interests in oil and gas through Brightline Holdings, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment vehicles including insurance-related products and bank deposit sweep options.

Brian Winebrenner is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at E*TRADE Capital Management and Fidelity Brokerage Services. Outside of his advisory role, he is involved with Wild Wasatch, an agriculture-related business in Sandy, Utah, where he serves as a partial owner and employee. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

David Rasmussen is a financial advisor at Fidelity with two years of industry experience. His prior roles include positions at Mountain America Credit Union and Bronxton, as well as work with educational institutions such as the University of Utah and Utah Valley University. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and delivers model portfolios to intermediary platforms.

Troy Nelson is a Planning Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he was an Account Executive at Fidelity Investments from 2006 to 2015. His career in financial consulting began with American Express in 1997, followed by JP Morgan Chase from 1999 to 2006. Nelson holds insurance licenses in Arkansas and California. His professional focus is on wealth planning, working closely with clients and families to help them achieve their financial goals. He emphasizes the trusted reputation of Fidelity in the financial industry. Outside of his professional work, Nelson has interests in outdoor adventures and volunteering.

Robert O'Leary is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Based in Salt Lake City, UT, he has been associated with Fidelity Investments, Fidelity Personal And Workplace Advisors, and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across various fund types.

Nathan Prawitt is a financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity in 2023, he worked at CarMax Auto Superstores, Inc. for thirteen years and at Chick-Fil-A for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI tools in research, and its advisory role to multiple registered investment companies.

Patricio Panuncio is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he assists individuals, families, and business owners with wealth management, offering guidance on investment strategies, retirement planning, and financial decision-making. He aims to build lasting relationships and serves as a trusted partner throughout his clients' financial journeys. Patricio's approach emphasizes understanding each client's unique goals and priorities, providing thoughtful financial planning and personalized investment strategies tailored to long-term objectives. He holds the Personal Investment Advisor (PIA) designation and has educational experience from the Academy for Math Engineering and Science and the University of Utah. He is fluent in both Spanish and English. Outside of his professional work, Patricio spends time with his family and engages in activities such as golfing, skiing, and outdoor exploration. He applies principles from his personal interests, like discipline and preparation, to his client relationships and financial advisory services.

Brooke Gray is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, Gray worked at Intermountain Healthcare and Joyce University, among other organizations. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nathan Bingham is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works with individuals and families to build financial plans that align personal goals with potential investment strategies. Nathan's approach involves a detailed planning process designed to help clients navigate the complexities of financial planning. He has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Relationship Manager, Investments Representative, and Account Executive before his current role. Nathan holds a California Insurance License. Outside of his professional work, Nathan has personal interests in baseball, cars, fitness, football, motorcycles, and snowboarding.

Jonathan Poure is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial in Salt Lake City, UT. He has been with LPL Financial and National Bank of Arizona since 2015. Outside of his advisory role, he serves as a manager and business development officer at Zions Trust and Zions Capital Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Michael Hill is a financial advisor with Equitable Advisors in Salt Lake City, Utah, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at MSI Financial Services, Inc. and AXA Advisors LLC. Outside of his advisory work, he is involved with P2P Coaching and Training LLC, operating Path 2 Purpose Academy as a certified coach. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party investment solutions delivered through a large network of advisors.

Ryan Fellows is a Series 66-registered advisor with Fidelity in Salt Lake City, UT, bringing three years of industry experience. Prior to joining Fidelity, he worked in roles at Ring US Wireless and AT&T. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it is noted for its registered commodity pool operator status and advisory role to multiple registered investment companies.

Christopher Williams is a CFP® with 26 years of experience in the financial services industry. He is currently with Raymond James Financial Services Advisors, Inc., where he has worked since 2020. Prior to that, he spent nine years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, Williams is president of Simpatico, a support company, and holds leadership positions in several other financial advisory businesses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports both advisory programs and institutional consulting across a large network.

Nathan Royall is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments and its affiliated firms since 2010. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Justin Bailey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked in various roles within Fidelity since 1997, including 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, as well as registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

David Close is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has 12 years of industry experience. David has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs, and maintains formal advisory roles with multiple registered investment companies.

Bradley Zollinger is a financial advisor at Fidelity with two years of industry experience and a Series 66 designation. Prior to joining Fidelity, he worked in various roles including a five-year tenure at Home Depot as a part-time hardware associate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages diversified portfolios using mutual funds, ETFs, and ETPs, and offers services including discretionary portfolio management and fund advisory.

Chris Hutchinson is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2011. He has accumulated extensive experience in financial advising and management through roles at several prominent firms, including Merrill Lynch, UBS Financial Services, TD Ameritrade, Smith Barney, and Goldman Sachs. His career began at Fidelity Investments in 1993, where he served as a Team Manager and Financial Representative. Throughout his career, Chris has focused on financial planning and consulting, with a commitment to understanding each client's unique financial situation. He holds insurance licenses in Arkansas and California, which support his ability to provide comprehensive financial advice. His professional journey reflects a consistent dedication to helping clients pursue their financial goals.