Matthew Mason

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.

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.

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.