Dallin Englund is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Boostability, Mountain America Federal Credit Union, and Sprint Telecommunications, among others. He also worked at Utah Valley University for five years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Merrick Wright is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2014. Wright also has a role as a landlord outside of his advisory work. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a wide range of clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors through discretionary and non-discretionary services, including fund advisory and model portfolio delivery.

Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

McKay Money is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth management team to provide timely and tailored advice to clients and their families. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Central Relationship Manager, and Relationship Manager prior to his current position. McKay holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include camping, fitness, music, parenthood, scuba diving, and traveling.

Jeramiah Botkin is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for five years and Savage Services for seven years. Outside of his advisory role, he is connected to Brickhouse Bees LLC as a spouse and beneficiary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Kennedy Copeland Wilson is a financial advisor at J.P. Morgan Securities with six years of industry experience. Kennedy holds a Series 66 credential and has worked at firms including Charles Schwab, TD Ameritrade, and Bank of America/Merrill Lynch. Outside of financial services, Kennedy has experience in the food and beverage industry, having worked with multiple culinary businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Benjamin Bigcraft is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles including positions at the University of Utah and Unifi Salt Lake City. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Byron Jones is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Brandes Investment Partners, L.P. for 20 years and ALPS Distributors, Inc. for four years before joining Schwab in 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform integrating advisory, brokerage, custody, and cash-sweep services.

Mohamed Gonzalez is a financial advisor at Fidelity with the Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, his work history includes roles at Comcast and several other organizations. Outside of his advisory role, he works weekends teaching children how to snowboard at a ski resort in Utah. Strategic Advisers LLC, a Fidelity Investments company, offers 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 develop model portfolios from mutual funds, ETFs, and ETPs.

Jason Hill is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work history includes diverse roles across various sectors, including logistics, education, fitness, and hospitality. Outside of advising, he works as a valet trash and recycling technician. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Nathan Smart is a CFP® with 27 years of experience in the financial industry, currently serving with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for family trusts and holds powers of attorney for his children. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary services, including plan benchmarking, participant education, and a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Jamie Bytendorp is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 designations and having two years of industry experience. Prior to joining Fidelity, Jamie worked at ByteNBooks and held roles in mortgage and hospitality sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory role to multiple registered investment companies, use of systematic methodologies and AI in research, and established proxy-voting and governance procedures.

Douglas Howard is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, he has interests in several partnerships and LLCs involved in real estate development and management, including a limited partnership engaged in condo development in Kauai. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with a range of investment and custody support solutions.

Mitchell Winter is a Private Wealth Advisor and the senior advisor leading the Winter-Stein-Potvin-Hokin Group at Merrill Private Wealth Management. His team specializes in assisting high-net-worth clients, including affluent families, corporate executives, private equity and hedge fund partners, professionals, and business owners. They provide services such as private money management, concentrated stock strategies, personal credit and business financing, retirement and education planning, and customized wealth management strategies designed to meet each client's unique and complex financial situation. Mitchell focuses on areas including family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and special needs planning strategies. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), and earned his bachelor's degree from Lafayette College. Based in New York City, Mitchell has lived on the Upper West Side for his entire adult life. He is actively involved in mentoring, including serving as an intern and externship mentor at Lafayette College, and participates in community organizations such as Bnai Jeshurun and MS Hope for a Cure. His personal interests include golfing, hiking, skiing, traveling, and spending time with his family.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Darin Dewsnup is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo firms since 2011. Outside of his advisory role, he co-owns a sheep ranch in Soldier Summit, Utah, and serves on the local district board of trustees overseeing water delivery. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Trevor McCleery is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Mithra Industries Inc and several other companies across different sectors. Outside of advising, he owns and manages McCleery Properties LLC, a low-maintenance rental property management business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Austin Green is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial in Salt Lake City, UT. He has worked with LPL Financial and Mountain America Credit Union since 2011. Green’s credentials include the Series 66 designation, and he is involved with Mountain American Insurance Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His previous roles include positions at AMERIPRISE FINANCIAL SERVICES, LPL Financial, and Mountain America Federal Credit Union. He is also an adjunct professor at the University of Utah, teaching financial planning courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing planning advice focused on retirement income strategies.