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 in Salt Lake City, UT, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at Fidelity Brokerage LLC, Odyssey House, Morgan Stanley, Maurice's, and Discover Products Inc. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and use of systematic methodologies and AI in portfolio management.

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 licenses and 20 years of industry experience. He has been with Fidelity Investments and its affiliates since 2010, including seven years at Fidelity Personal and Workplace Advisors. 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’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing a wide range of mutual funds, ETFs, and ETPs to build model portfolios.

Justin Bailey is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has worked within various Fidelity divisions since 1997, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently Fidelity Investments in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management as well as model portfolios built from mutual funds, ETFs, and ETPs.

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 with Fidelity, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at various divisions within Fidelity since 1989, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as the president of a homeowners association board and is involved in property management activities. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Zachary Mcmillan is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he held roles at Anglepoint and BYU-related organizations, among others. Outside of his advisory work, he also performs data entry tasks for a family business during evening hours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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 Series 63 and Series 66 licenses and has worked at multiple Fidelity entities as well as E*TRADE Capital Management. His current role is based in Salt Lake City, UT. Strategic Advisers LLC, a Fidelity Investments company, provides a range of 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Daniel Bailey Jr. is a financial advisor at Fidelity with 18 years of industry experience and holds Series 63 and Series 66 designations. He has worked at various Fidelity entities since 2007 and is also involved with Strategic Advisors Inc. Outside of his advisory work, he oversees leasing and maintenance for several residential rental properties through Noteworthy Homes LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing sub-advisers and a systematic approach to asset allocation.