Danielle Edwards is a Financial Consultant currently working at Fidelity Investments since 2022. She has been advising clients for over 16 years, with experience spanning both full-service planning and discount brokerage environments. Danielle focuses on supporting clients with financial planning, investment strategy, cash flow generation, wealth accumulation, protection strategies, and tax-efficient investing. Her professional experience includes roles as a Financial Consultant at E*TRADE from Morgan Stanley from 2017 to 2022, a Financial Advisor at Cambridge Financial Services from 2014 to 2017, and a Financial Advisor at Waddell & Reed from 2010 to 2014. Danielle holds a California Insurance License. Outside of her professional work, she has interests in boating, football, music, outdoor adventures, photography, and traveling.

Bryce Venable is a Financial Consultant currently with Fidelity Investments, where he has been serving since 2024. He has held various roles within Fidelity Investments, including Annuity Planning Consultant from 2022 to 2024, Director Retirement Planner from 2019 to 2022, Field Financial Consultant from 2011 to 2015, and Financial Professional from 2005 to 2011. He also has experience as a Financial Advisor with Raymond James and Prudential from 2017 to 2019, and as a Senior Retirement Consultant at Transamerica from 2015 to 2017. Bryce's professional expertise is focused on retirement planning, annuity consulting, and long-term financial strategies. He holds insurance licenses in Arkansas and California. Bryce emphasizes building strong relationships with his clients and their families, working to maintain trust, reliability, and competency. Outside of his professional work, Bryce enjoys personal interests such as camping, family activities, football, hiking, horseback riding, and traveling.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Jeff Ames is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 1998. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sonia Thorne is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2017. In this role, she is part of a team dedicated to delivering personalized wealth management services, focusing on creating comprehensive strategies to help clients grow, preserve, and transfer their wealth across generations. Sonia has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1993, including Central Relationship Manager, Fixed Income Specialist, Self Directed Brokerage Representative, and Financial Representative. She holds a California Insurance License. Outside of her professional career, Sonia's interests include family activities, reading, traveling, and volunteering.

Scott Grossarth is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services, Inc. since 1995, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Bradley Rayburn is a CFP® professional with over 31 years of industry experience, currently affiliated with Fidelity in Salt Lake City, UT. He has been with Fidelity Brokerage Services LLC since 2006 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company where he works, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios and employs advanced techniques such as algorithmic research and AI in its investment process.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Jeremy Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Outside of his advisory role, Taylor is the author of a book titled "The Red Sock Mindset" and is involved in a personal business renting recreational equipment. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios that leverage a systematic, long-term asset allocation approach.

Jeffrey Edwards is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering portfolio management and advisory services that incorporate model portfolios and systematic methodologies.

Kaden Collins is a Wealth Management Planning Consultant at Fidelity Investments, where he focuses on ensuring that clients' planning and service needs are met. He helps implement and maintain adherence to comprehensive financial plans, enabling clients to align their actions with their stated financial goals. Kaden has been with Fidelity Investments since 2020, holding roles including Fixed Income Specialist and Customer Relationship Advocate before his current position. Prior to joining Fidelity, he worked as a Client Service Manager at Medicus Wealth Planning from 2019 to 2020. Outside of his professional responsibilities, Kaden has interests in fitness and reading.

Mike Holt is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. In his role, he works closely with individuals and their families to co-create and develop investment plans tailored to their unique and personal goals. He utilizes Fidelity's extensive resources to address all areas of clients' financial needs. Mike has been with Fidelity Investments since 2013, holding various positions including Relationship Manager, Financial Representative at multiple Investor Centers, and Trading Financial Representative. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional work, Mike's interests include cooking and baking, fitness, football, golf, movies, and music.

Matt Langford is a Financial Consultant currently working at Fidelity Investments since 2024. He has been part of Fidelity since 2019, serving in various roles including Planning Consultant, Investment Solutions, and Customer Relationship Advocate. Prior to joining Fidelity, Matt worked as a Financial Representative at Wells Fargo from 2018 to 2019. Matt is a Certified Financial Planner™ who focuses on helping clients create clear and straightforward financial plans. He collaborates with clients to develop customized strategies aimed at achieving their personal, family, and business goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt has interests in the beach, fitness, food, movies, and writing.

Jeffrey Mann is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2015, initially serving as a Financial Consultant until his current appointment. Prior to joining Fidelity, he worked as a Financial Advisor at Wells Fargo Advisors from 2009 to 2015 and began his career in the financial sector as a Personal Banker at Wells Fargo from 2007 to 2009. In his capacity as a financial consultant, Jeffrey focuses on providing comprehensive wealth planning services. His expertise includes retirement income planning, investment strategy selection, income protection, and facilitating family conversations related to financial matters. These areas form the core of his approach to assisting individuals and families. Outside of his professional responsibilities, Jeffrey enjoys biking, family activities, football, golf, and hiking.

Kami Palmer is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 1995, serving in various roles including Planning Consultant, Senior Relationship Manager, and High Net Worth Financial Representative. With 30 years of experience, Kami partners with clients and their families to build relationships based on trust. She focuses on assisting clients with retirement savings protection, investment strategy development, income creation in retirement, and tax-efficient investing to help them feel confident about their financial future. Outside of her professional role, Kami engages in cooking and baking, participates in family activities, enjoys reading and traveling, practices yoga, and volunteers.

Rick Latu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He works closely with clients and their families to build strong relationships centered on financial planning, aiming to understand their personal stories and priorities to support their financial wellbeing. Rick has accumulated experience in the financial services industry through various roles, including Financial Consultant at E*trade Financial from 2019 to 2022, Financial Advisor at NWM from 2018 to 2019, and Registered Representative Manager at Fidelity Investments from 2010 to 2017. Outside of his professional work, Rick enjoys activities such as spending time at the beach, cooking and baking, outdoor adventures, playing soccer, and traveling.

Stafford Hoare is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Wesley Murdock is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of AI-driven methods and formal governance procedures.

Tyson Criddle is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies tailored to their unique planning needs. He has been with Fidelity Investments since 2023, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2026. Throughout his tenure at Fidelity, Tyson has gained experience in client relationship management and investment solutions, contributing to his ability to support clients effectively in their financial planning. His work focuses on understanding individual client goals to provide customized financial guidance. Outside of his professional role, Tyson has personal interests in cars, food, and golf.

Lloyd Kearl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. Outside of his advisory role, he is a partner at Three Pines LLC, a vacation rental business in Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and delivery of model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.