David Larsen

Austin Russell is a financial advisor at Lakeshire Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PWJohnson Wealth and Legacy, Fidelity Investments, and Lyft and Uber. Outside of financial advising, he has experience with Russell Marketing Inc. Lakeshire Financial is a state-registered investment adviser serving individuals, high-net-worth clients, plan sponsors, charitable organizations, and businesses. The firm focuses on passive investment management using index mutual funds and ETFs, complemented by fundamental and cyclical analysis, and offers both project-based and ongoing financial planning services.

Colten Orton is a CFP®-designated financial advisor with Edward Jones, bringing three years of industry experience. He previously worked at Merrill and has been affiliated with Utah Valley University since 2017. Colten is also a partner in a salon business owned by his wife, where he occasionally assists for tax purposes. 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 nationwide.

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.

Amanda Tyler is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2018. Her prior experience includes roles at SelectHealth Insurance and Brigham Young University - Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Chad Mason is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2020. Outside of his advisory role, Mason owns Mountain Top Wood Designs, a business specializing in custom wood laser-cut decoration pieces, and operates Peaks PowerSport Rentals, a UTV and ATV rental service in Ephraim, Utah. 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. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

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.