Matthew Oakes is a financial advisor at Fidelity with Series 63 and Series 66 licenses and six years of industry experience. His work history includes roles at Fidelity Investments and prior experience at Oak-Tree Technologies, FinLit, and the BYU Silver Fund. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through a combination of fundamental research and quantitative analysis.

Lisa Devers is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Morgan Stanley and has been with Wells Fargo Clearing and Wells Fargo Advisors since 2016. Outside of her advisory role, she performs as a professional belly dancer. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and tools to deliver customized recommendations.

Leanne Clark is a financial advisor at Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 licenses with 25 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2016 and previously at Merrill from 2006 to 2011. Outside of her advisory role, she is involved in property management through rental property ownership. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that leverage structured discovery processes and firm-approved planning tools.

Maycie Dalley is a financial advisor at UBS Financial Services with four years of experience in the industry. She holds the Series 66 designation and has worked at UBS since 2022. Prior to her current role, her background includes positions in diverse sectors such as fitness, medical services, and retail. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a broad range of capital markets services alongside wealth management.

Tyler Kjesbo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and supports clients through both brokerage and advisory solutions.

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 designations and has worked at various Fidelity divisions since 2011. Outside of his advisory role, he is involved in managing a real estate business through Kefalopoulos & Boneck LLC. 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 a range of portfolios including multi-manager and fund-of-funds structures.

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 at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at My Wealth Foundations / Global View Capital Advisors and Keyence Corp. of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified, model-based investment solutions.

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 at Wells Fargo Clearing with 18 years of industry experience. She has held positions within various Wells Fargo entities since 2009, including Wells Fargo Advisors LLC. 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 combines brokerage and advisory solutions while leveraging research and analytics for portfolio evaluation.

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.