Chloe Battad is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Fidelity in 2020, she worked at Blip Billboards and The Church of Jesus Christ of Latter Day Saints. 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 combines fundamental research with quantitative analysis and systematic methodologies, and it serves multiple registered investment companies and intermediary platforms.

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 with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses. He has one year of industry experience, including roles at Fidelity and Qualtrics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, with distinctive capabilities in commodity pool operations and the use of AI-driven research methodologies.

Gerald Gallup III is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015 and has worked at Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a noted focus on model portfolios and oversight of sub-advisers.

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.

David Finley is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan, he worked at Zions Bank and has been involved in various roles including coaching water polo at Wasatch County School District and Wasatch Water Polo Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend investment strategies.

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 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1998. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Cathleen Wright is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Wells Fargo in 2026. 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 both brokerage and advisory solutions.

Christopher Geiger is a financial advisor at Fidelity with nine years of industry experience. He has held roles within various Fidelity affiliates since 2016, including Fidelity Brokerage Services, LLC, and FIDELITY Personal and Workplace Advisors. Geiger holds the Series 66 designation and is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its advisory roles with registered investment companies and fund-of-funds.

Morgan Carter is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various Fidelity entities since 2015. Outside of his advisory role, he is an instructor at the Armed Self Defense Institute, a firearms training company based in Utah. Fidelity’s Strategic Advisers LLC 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 across mutual funds, ETFs, and ETPs.

Cody Richards is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Richards is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Matthew Lauritzen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He previously worked at Morgan Stanley for 12 years before joining LPL Financial and Zions Bank in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amy Marty is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. and Keeler Thomas Inc. for 16 years each, as well as at OSAIC. Outside of finance, she serves as secretary for Wasatch Eyeworks, an optometry practice in Draper, UT. 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, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Carolyn Pahnke is a financial advisor at Fidelity with 15 years of industry experience. She holds the Series 63 and Series 66 licenses and has been with Fidelity Investments in various capacities since 2010. Additionally, she has been associated with Utah State University since 2010. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Cole Tan is a financial advisor at Wells Fargo Advisors with six years of industry experience. He previously worked at LPL Financial, Goldman Sachs, and Wasatch Touring. Tan holds the Series 66 designation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically structured on a discrete basis.

Timothy Mulligan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include positions at Amazon, McCarthy General Contractor, and the US Army Reserve. 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. The firm is noted for its advisory role to registered investment companies and its use of AI and systematic methodologies in portfolio management.

Darrell Rainey Jr. is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Advisors, LPL Financial, and Wells Fargo Clearing Services. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Joshua Nielsen is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Investment Consultant in 2024, Team Leader of Client Services from 2022 to 2023, Workplace Planning Consultant Help Desk from 2019 to 2022, Workplace Planning Consultant from 2017 to 2019, Retirement Solutions from 2014 to 2017, and Investment Solutions from 2013 to 2014. Joshua's approach to client service focuses on building strong, trusting relationships by understanding his clients' unique goals and aspirations. He emphasizes listening and comprehending client needs to tailor financial strategies aligned with their long-term objectives. He holds a California Insurance License. Outside of his professional work, Joshua has interests in baseball, fishing, football, and golf.