Kaitlyn Van Zee is a financial advisor at Osaic Wealth, Inc. with 15 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic, she worked at Securities America Advisors and Securities America, Inc. from 2011 through 2024. She also engages in offering insurance products when appropriate through KJP Wealth Management. Osaic Wealth, Inc. serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and diversified investment portfolios across multiple advisory platforms.

Clint Boneck is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he is involved with Kefalopoulos & Boneck LLC, managing real estate properties. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios, and it maintains oversight controls while incorporating sub-advisers in its management approach.

Court Henderson is a Series 66-licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments in 2025, he was affiliated with Weber State University and Oakridge Country Club from 2022 to 2025. Fidelity’s Strategic Advisers LLC 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios using mutual funds, ETFs, and ETPs.

Kevin Shipp is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as a Financial Consultant at Fidelity Investments beginning in 2023. In his professional capacity, Kevin partners with clients to develop personalized financial plans that address their unique goals and evolving needs. His services include investment analysis, retirement planning, wealth preservation, and assistance with tax-efficient investing. Kevin holds insurance licenses in Arkansas and California, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he engages in activities such as biking, family activities, fishing, fitness, hiking, and outdoor adventures.

Taylor Lee is a financial advisor with J.P. Morgan Securities in Salt Lake City, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan, Lee worked at Peterson Wealth Advisors and Northwestern Mutual, and also spent time at Amazon and Brigham Young University. 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 applying an ESG eligibility framework in its recommendations.

Matthew Nelson is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at Keyence Corp. of America and General Mills, as well as teaching positions with Professor Sterling Bone. 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 across mutual funds, ETFs, and ETPs.

William Croswhite is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors from 2017 to 2020. Outside of his advisory role, Croswhite serves as a pastor and music director at The Rock Church, a position he has held since 2003, and is involved in songwriting and music production through Dusty 3 Music. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm uses a model-based approach to match clients with program solutions and discretionary managers, working extensively with third-party asset managers and advisory programs.

Jake Spencer currently serves as an Investment Solutions Representative III at Fidelity Investments, a position he has held since 2026. He has progressed through various roles at Fidelity, including Investment Solutions Representative II and I, High Net Worth Associate, and Customer Relationship Advocate between 2022 and 2026. Prior to his tenure at Fidelity Investments, Jake worked as a Deficiency Associate at Greenlight Auto Solutions in 2019. Jake focuses on collaborating with individuals and families to understand their unique financial goals and develop tailored financial plans. His professional experience encompasses investment solutions and client relationship management within the financial services industry. Outside of his professional work, Jake's personal interests include beach activities, fitness, dining experiences, and football.

Alexis Aylor is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. Alexis has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC for five years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. Their advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among their investment offerings.

Jeannette Royall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. She has been with Fidelity Investments since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, tax-qualified charitable funds, and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage models composed of mutual funds, ETFs, and ETPs.

Jacob Peterson is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services since 2017, with prior experience at Soapstone Capital LLC and Howland Partners Inc. Outside of his advisory role, he is an investor and limited partner in Boldera Oil & Gas Holdings LLC. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios comprised of mutual funds, ETFs, and ETPs.

Colter Card is the Vice President and a Financial Consultant at Fidelity Investments. He has been with Fidelity for over 11 years, progressing through roles including Financial Representative, Investment Consultant, Planning Consultant, and now serving as a Financial Consultant since 2022. As a Certified Financial Planner™, Colter employs a comprehensive and collaborative planning approach that addresses financial, emotional, and family legacy considerations. His licensure includes insurance licenses in Arkansas and California, supporting his ability to provide holistic financial advice. Outside of his professional work, Colter enjoys outdoor activities such as baseball, fishing, skiing, and spending time with his family.

Devin Harmon is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds the Series 66 designation and has two years of industry experience. His prior experience includes roles at D.L. Evans Bank, KeyBank, and positions at educational institutions such as Utah Valley University and Salt Lake Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, with a focus on model portfolios constructed through a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Amy Unice is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, and Fidelity in various advisory roles since 2015. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Cameron Fleming is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, as well as previous positions in marketing, logistics, retail, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI and systematic methodologies, and its role in creating model portfolios for Fidelity Institutional Wealth Adviser.

Richard Butler is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at various Fidelity entities since 2006, including Fidelity Brokerage Services, LLC and Fidelity Personal and Workplace Advisors. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles for multiple registered investment companies.

Gabriel Carvalho is a financial advisor at Fidelity with 12 years of industry experience and holds Series 66 and Series 63 registrations. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing Services, and Fidelity Brokerage Services. Outside of advising, he operates a part-time remote bookkeeping business for small businesses unrelated to financial services. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, serving a variety of investors including registered investment companies and charitable funds.

Jackson Barnhisel is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored investment plans aimed at achieving their financial goals. His role focuses on ensuring clients have confidence in their financial strategies and a clear path forward. Jackson's experience includes various positions within Fidelity Investments, progressing from Workplace Planning Associate in 2021 to his current role as Financial Consultant starting in 2024. Prior to joining Fidelity, he worked as a Relationship Banker at Bank of the West from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Jackson has interests in football, golf, snowboarding, and traveling.

Todd Christensen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Step Saver Companies and several retail and service positions. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to registered investment companies, employing systematic methodologies and oversight controls in its investment process.

Aerien Connelley is an advisor with Wells Fargo Advisors based in Salt Lake City, UT. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2026. Prior to that, she worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using its own research and tools to develop tailored recommendations.