Adam Tyler is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Allstate Insurance from 2014 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Maria Arellano is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and TD Ameritrade prior to joining LPL Financial in 2017. She also has experience in an academic role at Westminster College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party investment strategies.

Matthew Bloye is a financial advisor with Wells Fargo Clearing in Bountiful, Utah, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA, where he has been employed since 2000. He serves as a board member of the Utah Bankers Association, participating in discussions on the current state of banking in Utah. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process is based on modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Gregory Buhr is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has worked at various Fidelity entities since 2012 and previously worked at Edward Jones from 2009 to 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Jacob Delfin is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He has previously worked at Sundance and Vivint, and has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jeffrey Shrives is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services from 2016 to 2023. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jayden Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of experience in investment management. His prior work experience includes roles at Southwest Airlines and in real estate with eXp Realty. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration with the CFTC as a commodity pool operator, and its advisory role to multiple registered investment companies.

Derek Slauson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2018, previously serving as a Financial Consultant from 2020 to 2022 and as a Workplace Planning Consultant from 2018 to 2020. Prior to joining Fidelity, Derek worked as a Financial Representative at Northwestern Mutual from 2016 to 2017. Derek's approach to financial consulting involves understanding clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to pursue those goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Derek has interests in cooking and baking, fitness, football, golf, parenthood, and traveling.

Jarell Giron is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as a Portfolio Specialist at Fidelity Investments from 2012 to 2023. He holds insurance licenses in Arkansas and California. Jarell focuses on helping clients gain confidence to fulfill their retirement goals and dreams. He emphasizes honesty and prioritizes building trusting relationships by getting to know his clients individually and providing personalized guidance tailored to their needs.

Dallin Englund is a financial advisor at Fidelity with three years of industry experience and holds the Series 66 designation. His prior work includes roles at Boostability, Mountain America Federal Credit Union, and Sprint Telecommunications, among others. He also worked at Utah Valley University for five years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Merrick Wright is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked at various Fidelity entities since 2014 and is also associated with the University of Utah. Outside of advisory work, he serves as a landlord for a single-family home rental. 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 with an investable universe of mutual funds, ETFs, and ETPs.

Alexander Butler is a financial advisor at UBS Financial Services in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He previously worked at Narus Financial Partners and has experience in business roles outside of finance including positions at 3Sixty Scenery and Xtreme Cases Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings such as fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing research-driven investment strategies and a broad range of capital markets services.

Anthony Kiser is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Edward Jones and AeroTek. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with an investment menu that notably includes insurance-related vehicles and bank deposit sweep options.

McKay Money is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth management team to provide timely and tailored advice to clients and their families. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Central Relationship Manager, and Relationship Manager prior to his current position. McKay holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests that include camping, fitness, music, parenthood, scuba diving, and traveling.

Bruce Fenn is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at US Tech Solutions Inc and Utah Valley University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Jeramiah Botkin is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Savage Services. Outside of his advisory role, he is associated with Brickhouse Bees LLC, a non-investment business owned by his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Carl Nielsen is an advisor at Fidelity with a Series 66 designation and has been with the firm since 2025. He previously worked at The Peach City for five years and has experience in various community and educational roles. He also serves as an independent contractor providing maintenance and handyman services for a local restaurant. Fidelity’s Strategic Advisers LLC delivers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

John Hall is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Salt Lake City, UT, and has 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory roles, he has been involved with the Salt County Arts Council since 2001. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Benjamin Bigcraft is a financial advisor with Fidelity in Salt Lake City, UT. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked at the University of Utah and held various other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and investment solutions.