Kaitlyn Radmall is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at several JPMorgan affiliates since 2023. Outside of finance, she previously operated Snow Storm Cache Valley Shaved Ice LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Eldridge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at Sundance Partners LTD and Enium Capital Group. Outside of advising, Eldridge operates an Amazon reseller business and provides renewable energy consulting to homeowners. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Trevor Bamgartner is a financial advisor at Fidelity with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to that, he was with Common Sense Financial for one year and spent five years in the landscaping business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios and employs systematic methodologies and long-term asset allocation benchmarks in its investment process.

Casey Merrill is a Financial Consultant at Fidelity Investments, a role held since 2022. In this position, Casey works with clients to build, develop, and implement financial plans tailored to their unique goals and needs, utilizing Fidelity's offerings and resources. Casey holds insurance licenses in Arkansas and California, which support the advisory services provided to clients. Outside of professional responsibilities, Casey enjoys biking, attending concerts, cooking and baking, hiking, outdoor adventures, and reading.

Cody Hood is a CFP® with 14 years of industry experience currently with Fidelity Investments in Salt Lake City, UT. He has been with Fidelity since 2012. 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 notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and its use of advanced technologies such as AI in research.

Brant Eaton is currently an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several roles including Investment Solutions Representative I and II, High Net Worth Representative, Customer Relationship Representative, and Trading Execution Representative. Brant focuses on helping individuals and families with their financial planning by understanding their lives and collaborating to create plans aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brant has personal interests that include cooking and baking, participating in social events with friends, and parenthood.

Aaron Barrera is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in marketing, environmental services, and community organizations, as well as positions at Utah Valley University. Outside of advising, he is employed by Designs by Aaron LLC, selling pest control services through door-to-door sales. 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 serves a diverse client base and includes advisory roles to registered investment companies and fund-of-funds.

Ryanne Brick is a financial advisor with Fidelity in Salt Lake City, UT. She holds the Series 66 designation and has four years of industry experience, beginning her career at Fidelity Investments in 2022. Prior to entering the financial industry, her work history includes roles at Ulta Beauty and Charming Charlies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction.

Travis Peterson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Wilson is a Financial Consultant currently working at Fidelity Investments since 2022. He has spent most of his career within the financial industry, focusing on helping clients work towards their financial goals based on their current and future needs. Prior to his current role, Scott served as a Senior Portfolio Specialist at Fidelity Investments from 2013 to 2022. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Scott enjoys cooking and baking, family activities, soccer, traveling, and volunteering.

Spencer Stephens is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Fidelity. His prior roles include positions at Max Eliason, Five Financial Planning, LLC, and Stephens Management Corporation. He is also employed with OLL Services LLC, an online higher education provider affiliated with BYU Pathway Worldwide. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm utilizes proprietary fundamental research combined with quantitative analysis and systematic methodologies to manage portfolios across a broad investable universe.

Jonathan Buys is a CFP® professional with 12 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has worked with Fidelity Investments and Fidelity Brokerage Services LLC since 2011. Jonathan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Kevin Olsen is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 1996, serving previously as a Senior Portfolio Specialist from 2004 to 2018 and as a Retirement and Investment Planner from 1996 to 2004. As a Certified Financial Planner™ professional, Kevin leverages his 29 years of experience to assist clients in analyzing their investments and developing straightforward financial plans tailored to their goals, comfort levels, and needs. Kevin holds a California Insurance License, supporting his practice in delivering comprehensive financial advice. Outside of his professional responsibilities, he has interests in fitness, football, outdoor adventures, scuba diving, and traveling.

Nicholas Nielson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity Investments since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Erik Alcox is a Financial Consultant I at Fidelity Investments. He collaborates with clients to establish financial goals and develop customized strategies aimed at achieving lifestyle, legacy, and retirement objectives. Erik emphasizes financial education, market insights, and client needs to help build confidence in financial plans. Erik has held multiple roles at Fidelity Investments since 2020, including Planning Consultant, Director of Retirement Planning, Workplace Planning Consultant, High Net Worth Service Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Erik enjoys biking, food, reading, snowboarding, and writing.

Spencer Koyle is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His work history includes roles at Fidelity since 2021 and prior positions in various sectors such as retail and agriculture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research tools, and its role as a registered commodity pool operator and adviser to multiple registered investment companies.

Joel Lee is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2012. Outside of his advisory work, he is a member of the Business Networking International (BNI) Heavy Hitters Chapter in Ogden, Utah. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Christopher Pollock is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, LLC since 2006. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, employing systematic methodologies and long-term asset allocation benchmarks in its investment approach.

Tony Haslam is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2018, including Planning Consultant, Portfolio Specialist, Client Management Representative, and several levels of Workplace Planning Consultant. Prior to joining Fidelity Investments, Tony worked as a Client Service Associate at Morgan Stanley from 2017 to 2018. Throughout his career, Tony has developed expertise in financial planning and portfolio management. He holds insurance licenses in Arkansas and California, which support his work in providing financial solutions tailored to his clients' needs. Outside of his professional life, Tony enjoys boating, football, skiing, and traveling.

Kyle Sintz is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 to deliver model portfolios constructed from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advisor to multiple registered investment companies, with a focus on systematic methodologies and governance procedures.