Ryan Gurney is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity divisions since 1995. His career includes roles 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, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods, including AI tools, to construct model portfolios from a broad investable universe.

Daniel Lunt is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Lunt has been affiliated with various Fidelity entities since 2004, 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, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Christy Bills is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked within various branches of Fidelity since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including mutual funds and charitable entities. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and discretionary accounts.

Michael Webster is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth planning team to support clients in achieving their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Representative before advancing to Relationship Manager and then to his current role as Planning Consultant. Throughout his tenure at Fidelity Investments, Michael has developed experience in client relationship management and financial planning. His progression within the company reflects his commitment to advancing his expertise in wealth planning and client support. Outside of his professional role, Michael enjoys activities such as camping, cooking and baking, hiking, music, outdoor adventures, and traveling.

Eric Gillen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Fidelity and its affiliated entities since 2006, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, along with registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jonathan Buys is a CFP® professional with 12 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has worked with Fidelity Investments and Fidelity Brokerage Services LLC since 2011. Jonathan is part of Strategic Advisers LLC, a Fidelity Investments company that 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Kevin Olsen is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 1996, serving previously as a Senior Portfolio Specialist from 2004 to 2018 and as a Retirement and Investment Planner from 1996 to 2004. As a Certified Financial Planner™ professional, Kevin leverages his 29 years of experience to assist clients in analyzing their investments and developing straightforward financial plans tailored to their goals, comfort levels, and needs. Kevin holds a California Insurance License, supporting his practice in delivering comprehensive financial advice. Outside of his professional responsibilities, he has interests in fitness, football, outdoor adventures, scuba diving, and traveling.

Joshua Larkin is a Planning Consultant at Fidelity Investments. In this role, he works with clients to develop engagement strategies that align with their financial planning needs, assisting them in understanding their financial profiles and how these relate to their short- and long-term goals. His focus is on empowering clients to make informed financial decisions to work toward achieving their objectives. Joshua has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His previous experience also includes customer service positions at Sykes Enterprises and Frontier, providing a foundation in client relations and support. Outside of his professional work, Joshua has interests in music, where he is an instrumentalist, as well as pets and reading.

Michael French is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. In addition to his advisory role, he is active as a social media influencer posting pool and billiard content and offers one-on-one pool and billiard instruction. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Liberty Taylor is a Planning Consultant at Fidelity Investments, based in the Salt Lake branch. She supports clients' needs through service, financial strategizing, and long-term planning. Since joining Fidelity Investments in 2021, Liberty has held several roles including Stock Plan Services Representative, Central Relationship Manager, and Relationship Manager before her current position. Liberty holds an Arkansas Insurance License, which complements her expertise in financial planning and client relationship management. Outside of her professional role, she enjoys bowling and cooking or baking.

Allyson Lyle is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2007. Outside of her advisory role, she serves on the board and finance committee of Cottonwood Country Club in Salt Lake City, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad investable universe.

Daniel Shields is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant at the same firm from 2022 to 2024. His earlier experience includes roles as a Relationship Manager at ATB Financial from 2018 to 2021, a Financial Services Representative at CIBC from 2011 to 2013, and as a Financial Representative at Fidelity Investments in 2011. Daniel focuses on assisting clients with retirement planning, investment strategies, income generation in retirement, and tax-efficient investing. He holds both an AR Insurance License and a CA Insurance License, supporting his professional practice in financial consulting. Outside of his professional work, Daniel enjoys biking, fitness, hiking, running, scuba diving, and skiing.