Bryton Simons is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, his work history includes roles at NRG/Vivint, Wasatch Front Fish Market, and Salt Lake County. 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 utilizes a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its registration with the CFTC as a commodity pool operator and its use of algorithmic methods and AI in research.

Sterling Hansen is an Investment Solutions Representative III at Fidelity Investments. He partners with individuals and families to develop financial plans tailored to their unique goals. Sterling's approach emphasizes understanding each client's priorities to guide them effectively toward their financial objectives. He has held various roles at Fidelity Investments since 2022, progressing from Customer Relationship Advocate to his current position. Prior to this, he worked as a Life Insurance Agent at The Insurance Box in 2022. Sterling holds insurance licenses in Arkansas and California. Outside of his professional career, Sterling has interests in beach activities, culinary experiences, military service, motorcycles, outdoor adventures, and pets.

David Monte is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 65 and Series 66 designations and 12 years of industry experience. He has worked with Fidelity Brokerage Services since 2016 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides 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 portfolios and serves as a formal advisor to multiple registered investment companies and fund-of-funds.

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.

Chase Rodriguez is a financial advisor at Raymond James & Associates with a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Clearing and First Financial Bank. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research, and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Alexis Garcia is a financial advisor with Fidelity in Salt Lake City, Utah. She holds Series 63 and Series 66 licenses and has six years of industry experience, including roles at Fidelity Brokerage Services and Farm Bureau Financial Services. Outside of her advisory work, she is involved in entrepreneurial activities including assisting with a heating and ventilation business and designing custom crafts and t-shirts for a small business. 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 portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic methods.

Elsie Harris is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Her prior work includes roles at Cowdell Insurance Agency and Financial Services and involvement with St. George Soccer Skills. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks in its model portfolios.

Patrick Jefferis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes positions at the University of Utah and Arkansas State University, as well as work outside finance in roles such as moving services and home improvement. Fidelity’s 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 serves a variety of investors including registered investment companies and offers model portfolios constructed from mutual funds, ETFs, and ETPs.

Caleb Richardson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has worked with various Fidelity entities, including Brokerage Services LLC and Fidelity Personal and Workplace Advisors, since 2005. Outside of his advisory role, he is involved in entrepreneurial activities related to buying, selling, and managing real estate as well as producing educational content on related topics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including registered investment companies and model portfolios.

Geoffrey Lay is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Fidelity Brokerage Services, LLC, Equitable Advisors, Axa Equitable, and Hornor Townsend & Kent LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often incorporating sub-advisers and applying oversight controls.

Dustin Beck is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked in various capacities within Fidelity since 2006, including roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, with a distinctive emphasis on systematic methodologies and oversight of sub-advisers.

Joan Kucinski is a financial advisor at Fidelity with ten years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Bank of America, Merrill, and E*TRADE. She is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves multiple registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Adam Smith is a Series 66-licensed financial advisor with Morgan Stanley in Salt Lake City, UT, and has three years of industry experience. Prior to joining Morgan Stanley, he worked at SocialClimb LLC and spent ten years at AdvancedMD. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning solutions.

Randall Ivins is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2022 and has prior experience in mortgage and retail sectors. Outside of his advisory role, he is a co-founder and partner of High Peaks Vending, a business involved in acquiring and managing vending machines. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios featuring mutual funds, ETFs, and ETPs.

Connor Mc Kenna is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on making financial planning approachable, personal, and strategic, with an emphasis on the philosophy that "money pays today, but wealth pays forever." Connor's expertise encompasses education planning, family wealth management strategies, international wealth management, legacy planning, personal retirement planning, portfolio management services, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. He holds a Bachelor's of Science in Economics from Brigham Young University and is a Personal Investment Advisor (PIA). Connor is fluent in English and Italian. He is involved with professional organizations such as Major League Soccer and supports community initiatives like the American Diabetes Association and the Church of Jesus Christ of Latter-day Saints. Outside of work, Connor enjoys camping, football, golfing, music, pickleball, skiing, soccer, spending time with his family, traveling, and woodworking.

Scott Rice is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo bank since 2001, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mitchell Helmus is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work experience includes roles at Uber and MillerKnoll. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Colby Peck is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he was a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025, and he began his tenure with the company as a Customer Relationship Advocate from 2022 to 2023. His professional experience includes providing financial planning services and support to clients at various stages of life. Colby holds insurance licenses in Arkansas and California, which support his ability to offer comprehensive financial guidance. Outside of his professional career, Colby engages in activities such as baseball, family activities, fitness, movies, outdoor adventures, and traveling.

Josh Gordon is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2019, serving in various roles including Planning Consultant, Director of Retirement Planning, Retirement Planner, Investment Solutions Representative, and Customer Relationship Advocate. Josh holds insurance licenses in Arkansas and California. His experience spans financial consulting, retirement planning, and investment solutions, focusing on understanding clients' unique circumstances to develop personalized financial plans. Outside of his professional work, Josh's personal interests include fitness, football, outdoor adventures, parenthood, running, and scuba diving.

Mitch Turner is a CFP® with 20 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at WELLS FARGO Advisors, LLC from 2011 to 2016. Outside of his advisory role, he serves as a co-trustee for his parents' trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.