Daniel Milligan is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Milligan has been affiliated with Fidelity Brokerage Services since 2008 and joined Fidelity Investments in 2025. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinct activities such as commodity pool operation and use of AI in investment research.

Russell Madsen is a financial advisor with LPL Financial holding a Series 65 credential and six years of industry experience. His career includes roles at Adams Wealth Management, Hornor Townsend & Kent LLC, Penn Mutual Life Insurance Company, and MassMutual Life Insurance Company. He is also a member of the Army National Guard, serving since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining technology-driven support with a broad platform that includes third-party asset management and institutional programs.

David Jensen is a CFP® with 23 years of industry experience and has been with Edward Jones since 2009. He holds Series 63 and 65 licenses and is based in Midvale, UT. Outside of his advisory role, he is involved as a landlord in rental property management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BYU Dining Services and BYU Testing Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Davila is a financial advisor with Fidelity in Salt Lake City, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent seven years at KeyBank National Association and also worked in fashion operations. He serves as treasurer and board member for the Bonneville Tower Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Thomas Quitasol is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles within Fidelity since 2015. Outside of his advisory work, he is a partner in an LLC focused on property maintenance. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios.

Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2023, following a ten-year tenure at JPMorgan Chase Bank, N.A. in Salt Lake City, UT. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program supported by centralized due diligence and quantitative and qualitative research. The firm’s advisory approach incorporates forward-looking capital market assumptions and may include ESG considerations.

Ryan Fowler is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Fidelity in various roles since 2013, including seven years at Fidelity Personal and Workplace Advisors. Outside of his advisory work, Fowler is involved as a sole proprietor in a car-sharing business managed by his spouse. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating daily management to sub-advisers while maintaining oversight and governance.

William Loertscher is a financial advisor with Fidelity, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at E*TRADE Securities LLC, Axa Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and algorithmic methods. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Joseph Fetters is a financial advisor based in Salt Lake City, UT, affiliated with Wells Fargo Clearing. He holds Series 63, 65, and 66 designations and has 36 years of industry experience. His prior work includes a tenure at Prudential Equity Group, LLC from 2000 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions.

Julia Lester is a financial advisor with LPL Financial in Sandy, Utah, holding Series 63 and Series 65 registrations and having 30 years of industry experience. She has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

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 seven years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Fidelity Investments in multiple roles since 2019, as well as at Summit Global Investments and Zions Bancorporation. Prior to her financial career, she worked at the United States Postal Service. Fidelity's affiliate, Strategic Advisers LLC, provides investment management and advisory services to a variety of clients including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

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.