Richard Butler is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various divisions of Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and serves as an advisor to multiple registered investment companies.

Gabriel Carvalho is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley, Wells Fargo Clearing Services, and Peoples Mortgage Company. Outside of financial advising, he operates a part-time bookkeeping business for small non-financial services companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Jackson Barnhisel is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored investment plans aimed at achieving their financial goals. His role focuses on ensuring clients have confidence in their financial strategies and a clear path forward. Jackson's experience includes various positions within Fidelity Investments, progressing from Workplace Planning Associate in 2021 to his current role as Financial Consultant starting in 2024. Prior to joining Fidelity, he worked as a Relationship Banker at Bank of the West from 2018 to 2021. He holds insurance licenses in Arkansas and California. Outside of his professional career, Jackson has interests in football, golf, snowboarding, and traveling.

Todd Christensen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Step Saver Companies and several retail and service positions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to registered investment companies, employing systematic methodologies and oversight controls in its investment process.

Aerien Connelley is an advisor with Wells Fargo Advisors based in Salt Lake City, UT. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2026. Prior to that, she worked at MyMedic for six years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, using its own research and tools to develop tailored recommendations.

Joel Swogger is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years with Wells Fargo Advisors LLC and over 20 years with Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s process 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.

Kirstin Chavez is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 66 licenses and has held roles at Cetera since 2020. In addition to her financial career, Chavez is a professional singer who performs internationally and serves as a professor at the University of Utah, where she teaches vocal performance and business skills for freelance artists. She is also a director at a domestic nonprofit organization. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with discretionary and non-discretionary accounts, managing over $256 billion in assets.

Jacob Nelson is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 designations. He has been with Fidelity Investments since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Justin Jenkins is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has previously worked with Key Investment Services, KeyBank, and Wells Fargo in various advisory and investment roles. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Rogers is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Rogers Insurance Agency, LLC and held positions at Kelly Services Global, LLC and Teleperformance Inc. Andrew is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Cody Adams is a financial advisor with Morgan Stanley in Salt Lake City, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007. Outside of his advisory role, he is a partner at Mariposa Properties, a real estate business based in Salt Lake City. Morgan Stanley Wealth Management provides a broad range of advisory services to both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its financial planning process.

Brian Monson is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a focus on assets managed within Ameriprise accounts.

Matthew Hassler is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Lyft, Ally Bank, and IBM. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to build model portfolios using mutual funds, ETFs, and ETPs, and it engages in oversight of sub-advisers and fund governance.

Zachary Bright is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has held various roles within Fidelity Investments, including Annuity Planning Consultant from 2019 to 2023 and Portfolio Specialist from 2012 to 2019. Throughout his career, Zachary has focused on understanding clients' financial priorities, analyzing their finances, and co-creating plans to help them pursue their financial goals while avoiding potential pitfalls. Zachary holds insurance licenses in Arkansas and California, which support his work in financial and annuity planning. His approach involves partnering with clients as a trusted resource to keep their financial plans on track. Outside of his professional responsibilities, Zachary enjoys fishing, hiking, parenthood, spending time with pets, attending theater, and writing.

Vladimir Robles is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at EA Insurance Group and held various roles in education and customer service. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is involved in managing multiple registered investment companies and model portfolios.

Bailey Bell is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, Bailey worked in the hospitality sector and spent several years associated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including funds and model portfolios for intermediary platforms.

Mathis Burton is an Investment Consultant at Fidelity Investments, where he has held this role since 2026. Prior to this, he gained experience at Fidelity Investments as a Planning Consultant from 2025 to 2026, Financial Representative from 2023 to 2025, and Customer Relationship Advocate in 2023. He holds a California Insurance License, which supports his work in financial planning and investment consultation. Mathis emphasizes building partnerships based on trust with his clients to develop financial plans that provide peace of mind. Outside of his professional duties, Mathis is interested in family activities, food, hiking, outdoor adventures, soccer, and traveling.

Joseph Leavis is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at DoorDash LLC and Costco. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves multiple registered investment companies and fund-of-funds.

Teresa Dahl is a financial advisor with UBS Financial Services in Salt Lake City, Utah, holding a Series 66 designation and 20 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, Dahl is involved in real estate through ownership and management activities at Tasuil LLC and provides consultation on family investment opportunities via Triple T Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and investment solutions.

Michael Kundinger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Morgan Stanley in various roles. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.