Matthew Iglesias Heffner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at RBC Wealth Management, Northwestern Mutual, and the David Eccles School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including charitable funds and registered investment companies, and is notable for its use of advanced technologies and formal advisory roles to multiple registered funds.

Andrew Adams is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at the Transportation Security Administration, Amazon, and Guaranteed Rate Affinity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to registered investment companies and intermediary platforms.

Daniyal Afroz is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Deloitte & Touche LLP and Goldman Sachs. Afroz is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.

Richard Brusky is a financial advisor at LPL Financial with 47 years of industry experience. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he serves as co-executor for an estate related to his family. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory and brokerage services through a large network of representatives.

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.

Edward Felt is a financial advisor at Charles Schwab with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2020, he worked at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2016 to 2020. He also operated a small business, Sparkle Tile, Carpet, and Upholstery, from 2015 to 2020. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment onboarding process.

Lake Jacobs is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in various non-financial roles including positions at Unifi Aviation and Lowe's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Souriya Khaophachanh is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2020, with prior roles at Northwestern Mutual Investment Management and William Koch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Susan Hanney is a financial advisor with UBS Financial Services in Salt Lake City, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has previously worked at Salomon Smith Barney Inc. for 25 years and has held various roles outside finance, including positions in education and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Ryan Norris is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has prior experience with Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he is a 50% owner of Total Essential Wellness Inc. in Draper, UT. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide, leveraging research and analytics while offering both brokerage and advisory solutions.

Logan Herzog is a CFP® professional with seven years of experience in financial advising at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016, including prior roles at OPT Connect. Outside of his advisory work, he and his brother plan to operate a hobby-related business focused on purchasing, repairing, and reselling used cars. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through its broad advisor network and specialized advisory programs.

Kyle Fredrickson is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Fidelity Investments since 2012, including roles at 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 advisory services for registered investment companies and model portfolio construction. The firm integrates proprietary fundamental research with quantitative and algorithmic methods, and has a formal advisory role for various investment funds.

Heather Brassard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group for 11 years. Outside of her advisory role, she engages in crocheting stuffed animals as a hobby. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mia Sanone is a Series 66 licensed financial advisor at Fidelity with less than one year of industry experience. She has held several short-term positions prior to joining Fidelity, including roles with Gavin Rawle and Diane Etherington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Cameron Adams is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Cameron partners with dedicated Wealth Management teams to address client service and planning needs, acting as a liaison with Fidelity's business partners to provide centralized financial guidance. Cameron has been with Fidelity Investments since 2011, progressing through various roles including Core Service Representative, Managed Account Service Representative, Managed Account Service Help Desk, Managed Account Support Specialist, and Planning Consultant before becoming a Regional Planning Consultant. This extensive experience within Fidelity has provided Cameron with in-depth knowledge of financial planning and client service operations.

Tyler Bishop is a financial advisor at Merrill in Salt Lake City, UT, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Brokerage Services LLC for five years and spent five years with Jensen's Guaranteed Pest Control. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Barry Sobel is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2016. In addition to his advisory role, Sobel has been involved with Tucket Footwear since 2014 and participates in political activities with AIPAC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers services ranging from financial planning to institutional consulting.

Skyler Payne is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Salt Lake City, UT. He has five years of industry experience and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and several other firms. Payne also serves as an adjunct professor and is a board member of the UVU Gift Planning Advisory Board, a nonprofit supporting Utah Valley University’s gift planning efforts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors.

Aaron Kamiya is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has four years of industry experience. Prior to joining Fidelity in 2022, his work history includes roles at various companies across different industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Gary Rosenthal is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 63 and Series 66 registrations and with 26 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he is an insurance agent presenting life insurance products and serves as an associate providing financial advice through Solomon Financial Advisors, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and incorporates technology and artificial intelligence into its operations.