Sandra Hill is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 1993, progressing through various roles including Vice President, Financial Consultant, and Account Executive before her current position, demonstrating over 30 years of experience in the financial services industry. Sandra works with affluent individuals and families to address their wealth planning needs. She focuses on understanding client goals and partnering with them to make prudent decisions regarding investments and financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sandra's personal interests include board games, cooking and baking, and golf.

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.

Mathis Burton is an Investment Consultant at Fidelity Investments, where he has held this role since 2026. Prior to this, he gained experience at Fidelity Investments as a Planning Consultant from 2025 to 2026, Financial Representative from 2023 to 2025, and Customer Relationship Advocate in 2023. He holds a California Insurance License, which supports his work in financial planning and investment consultation. Mathis emphasizes building partnerships based on trust with his clients to develop financial plans that provide peace of mind. Outside of his professional duties, Mathis is interested in family activities, food, hiking, outdoor adventures, soccer, and traveling.

Alyssa Schoenfeld is a financial advisor at Fidelity with Series 66 and Series 63 registrations and four years of industry experience. She has worked at Fidelity Brokerage LLC since 2021 and has prior experience at Odyssey House, Morgan Stanley, Maurice's, and Discover Products Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds with formal governance and oversight procedures.

Tyler Tribett is a Wealth Management Senior Relationship Manager at Fidelity Investments. He serves as a single point of contact for affluent families, addressing their complex needs in growing, preserving, and transferring wealth. Tyler prioritizes forming strong relationships with his clients and their families, aiming to maintain their trust and provide responsive, knowledgeable client service. His professional experience at Fidelity Investments spans from 2015 to the present, beginning as a Managed Accounts Service Specialist, then advancing to Wealth Management Planning Consultant before his current role. Tyler's work focuses on wealth management and client relationship development. Outside of work, Tyler has personal interests in comedy, food, and golf.

Dorinda Russon is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2018. In this role, she collaborates with the Wealth Management team to provide service and support aimed at building strong client relationships and assisting clients in achieving their unique financial goals. Prior to her current role, Dorinda served as a Portfolio Advisory Services Relationship Manager at Fidelity Investments from 2015 to 2018, and before that, she worked at the Service Trading Help Desk from 2012 to 2015. Her experience within Fidelity Investments spans several years, focusing on client services and portfolio management support. Outside of her professional responsibilities, Dorinda has interests in art, camping, family activities, painting, and traveling.

Pete Hayward is a Vice President and Financial Consultant with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant at Fidelity from 2020 to 2025. His professional experience also includes tenure as a Financial Advisor at Vanguard from 2017 to 2020, and as an Agent with State Farm between 2011 and 2016. In his practice, Pete prioritizes understanding clients' goals, values, and desired life outcomes. He emphasizes personalized financial planning through collaboration and regular review to ensure alignment with clients' evolving needs. His approach focuses on helping clients move confidently towards financial freedom. Outside of his professional responsibilities, Pete has interests that include the beach, football, outdoor adventures, and parenthood.

Nathan Bingham is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He works with individuals and families to build financial plans that align personal goals with potential investment strategies. Nathan's approach involves a detailed planning process designed to help clients navigate the complexities of financial planning. He has been with Fidelity Investments since 2005, progressing through roles including Financial Representative, Relationship Manager, Investments Representative, and Account Executive before his current role. Nathan holds a California Insurance License. Outside of his professional work, Nathan has personal interests in baseball, cars, fitness, football, motorcycles, and snowboarding.

Nathan Royall is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments and its affiliated firms since 2010. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

Justin Bailey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked in various roles within Fidelity since 1997, including at 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 a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Timothy Carr is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 1999, progressing through various positions including Financial Consultant and Senior Investment Representative across both branch and regional center offices. With 27 years of experience in the financial services industry, Timothy focuses on creating straightforward, tailored financial plans for clients. His approach emphasizes managing risk, reducing costs, and tax-efficient investing. Outside of his professional work, Timothy enjoys biking, hiking, outdoor adventures, and participating in family activities. He is also involved in volunteering.

Scott Cook is a financial advisor at Fidelity with a Series 66 designation and beginning industry experience. His prior roles include positions at Milestone Financial Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and serves as an advisor to multiple registered investment companies.

Heather Brussow currently serves as a Market Leader for Utah and Nevada at Fidelity Investments. In this role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients with long-term financial planning. Her experience at Fidelity Investments includes positions such as Head of Strategy, Planning & Enablement from 2022 to 2024, Workplace Planning and Advice Functional Leader from 2021 to 2022, and Head of Distribution Communications and Deployment from 2014 to 2021. This trajectory highlights her extensive expertise in strategy, planning, workplace advice, and communications within the financial sector.

John Van Wagenen serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2007. He began his career with Fidelity in 2000 and has held multiple positions within the company, including Client Management Representative, Fixed Income Specialist, Investment Representative, and various service and specialist roles in annuities and recordkeeping. Throughout his tenure at Fidelity, John has focused on providing customized wealth plans that address challenges such as inflation, market volatility, and life's changes. He aims to be a trusted partner for his clients as they navigate their financial journeys, combining client goals and priorities with his professional guidance and experience. Outside of his professional responsibilities, John enjoys activities including biking, hiking, kayaking, photography, skiing, and theater.

Jeff Newbould currently serves as the Regional Director of Wealth Management at Fidelity Investments, a position he has held since 2017. In this role, he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers within the Private Wealth Management division. His responsibilities focus on overseeing the performance and development of these professionals to support client wealth management needs. Prior to his current role, Jeff has been engaged in managing teams and contributing to wealth management strategies at Fidelity Investments. Specific details about his educational background and other credentials have not been provided.

Adam Dewaal is a financial advisor at Fidelity with over 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 1989. Outside of his advisory role, he serves as president of the board for the Holladay Townhomes HOA. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory role to multiple registered investment companies and use of advanced technologies such as AI in research.

Zachary Mcmillan is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Anglepoint and various positions related to business and data management. Outside his advisory duties, he works as a data entry specialist for a family business in the evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to institutional and retail clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles.

Peter Harper is a Planning Consultant collaborating within a Fidelity Wealth Management team. He focuses on helping clients discover their financial goals and implementing comprehensive financial plans tailored to those objectives. His approach involves maintaining ongoing relationships to align client plans with retirement and investing processes, addressing the complexities and challenges clients may face. Peter's professional experience includes roles such as Investment Management Consultant (2022-2025), Retirement Planner (2019-2022), and Workplace Planning Consultant (2018-2019) at Fidelity Investments. Prior to that, he worked as a Financial Representative at E*trade from 2016 to 2018. He holds a California Insurance License. Outside of his professional career, Peter has interests in camping, cooking and baking, hiking, movies, music, and outdoor adventures.

Justan Stringham is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and E*TRADE in various advisory and brokerage roles since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and operates with oversight controls addressing conflicts of interest.

Daniel Bailey Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Strategic Advisors Inc. and Fidelity Personal and Workplace Advisors since 2007 and 2018, respectively. Outside of his advisory roles, he owns and manages several residential rental properties. Strategic Advisers LLC, a Fidelity Investments company, provides 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 it offers services such as discretionary portfolio management and fund advisory.