Colten Orton

Matthew Mason is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, Mason coaches the freshman basketball team at Manti High School. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and funds.

Chad Mason is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Fidelity, he worked in various roles including at FFKR Architects and Harris Mountain West. Outside of his advisory work, Mason owns Mountain Top Wood Designs, a business that makes and sells custom wood laser-cut decoration pieces, and operates Peaks PowerSport Rentals, LLC, which rents UTVs and ATVs. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various asset classes.

David Larsen is a financial advisor at Edward Jones with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices, managing approximately $1.01 trillion in assets.

Jason Kroll is a financial advisor with Fidelity Investments who holds Series 63 and Series 66 credentials and has 18 years of industry experience. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory with a focus on systematic methodologies and long-term asset allocation.