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Landon G

Series 63, Series 66

West Jordan, UT

Fidelity

Landon Graff is a financial advisor at Fidelity with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2018 and Fidelity Investments since 2025. Prior to his roles at Fidelity, he was employed at Boostability from 2015 to 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Charitable giving & philanthropy Active portfolio management
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D Brook W

Series 63, Series 66

West Jordan, UT

Fidelity

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in discretionary portfolio management, model portfolios, and fund advisory through a combination of fundamental research and quantitative analysis.

Charitable giving & philanthropy Active portfolio management
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