Aaron Barrera is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles in marketing, environmental services, and community organizations, as well as positions at Utah Valley University. Outside of advising, he is employed by Designs by Aaron LLC, selling pest control services through door-to-door sales. Fidelity’s Strategic Advisers LLC provides 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 a diverse client base and includes advisory roles to registered investment companies and fund-of-funds.

Ryanne Brick is a financial advisor with Fidelity in Salt Lake City, UT. She holds the Series 66 designation and has four years of industry experience, beginning her career at Fidelity Investments in 2022. Prior to entering the financial industry, her work history includes roles at Ulta Beauty and Charming Charlies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary research with quantitative analysis and algorithmic portfolio construction.

Travis Peterson is a Series 66-credentialed financial advisor with 19 years of industry experience, currently practicing at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Scott Wilson is a Financial Consultant currently working at Fidelity Investments since 2022. He has spent most of his career within the financial industry, focusing on helping clients work towards their financial goals based on their current and future needs. Prior to his current role, Scott served as a Senior Portfolio Specialist at Fidelity Investments from 2013 to 2022. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Scott enjoys cooking and baking, family activities, soccer, traveling, and volunteering.

Spencer Stephens is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Fidelity. His prior roles include positions at Max Eliason, Five Financial Planning, LLC, and Stephens Management Corporation. He is also employed with OLL Services LLC, an online higher education provider affiliated with BYU Pathway Worldwide. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm utilizes proprietary fundamental research combined with quantitative analysis and systematic methodologies to manage portfolios across a broad investable universe.

Jonathan Buys is a CFP® professional with 12 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has worked with Fidelity Investments and Fidelity Brokerage Services LLC since 2011. Jonathan is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory accounts and model portfolios.

Kevin Olsen is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 1996, serving previously as a Senior Portfolio Specialist from 2004 to 2018 and as a Retirement and Investment Planner from 1996 to 2004. As a Certified Financial Planner™ professional, Kevin leverages his 29 years of experience to assist clients in analyzing their investments and developing straightforward financial plans tailored to their goals, comfort levels, and needs. Kevin holds a California Insurance License, supporting his practice in delivering comprehensive financial advice. Outside of his professional responsibilities, he has interests in fitness, football, outdoor adventures, scuba diving, and traveling.

Cale Bowe is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having one year of industry experience. His work history includes positions at Wells Fargo Bank, J.P. Morgan Securities, and Northwestern Mutual Life Insurance Company. Outside of finance, he has been self-employed in live music since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, emphasizing research-driven investment strategies and diversified portfolio management.

Nicholas Nielson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Fidelity Investments since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Erik Alcox is a Financial Consultant I at Fidelity Investments. He collaborates with clients to establish financial goals and develop customized strategies aimed at achieving lifestyle, legacy, and retirement objectives. Erik emphasizes financial education, market insights, and client needs to help build confidence in financial plans. Erik has held multiple roles at Fidelity Investments since 2020, including Planning Consultant, Director of Retirement Planning, Workplace Planning Consultant, High Net Worth Service Representative, and Customer Relationship Advocate. He holds insurance licenses in Arkansas and California. Outside of his professional work, Erik enjoys biking, food, reading, snowboarding, and writing.

Spencer Koyle is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has worked at Fidelity Investments since 2021, and previously held roles at BestBuy, Boomsourcing, and several other companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Joel Lee is a financial advisor at Merrill with 15 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2012. Outside of his advisory work, he is a member of the Business Networking International (BNI) Heavy Hitters Chapter in Ogden, Utah. Merrill, along 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 investment strategies for individuals, institutions, and charitable organizations.

Christopher Pollock is a financial advisor with Fidelity Brokerage Services, LLC in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, all with Fidelity since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with a focus on model portfolios built from mutual funds, ETFs, and ETPs.

Tony Haslam is a Financial Consultant currently working at Fidelity Investments. He has held various roles within the company since 2018, including Planning Consultant, Portfolio Specialist, Client Management Representative, and several levels of Workplace Planning Consultant. Prior to joining Fidelity Investments, Tony worked as a Client Service Associate at Morgan Stanley from 2017 to 2018. Throughout his career, Tony has developed expertise in financial planning and portfolio management. He holds insurance licenses in Arkansas and California, which support his work in providing financial solutions tailored to his clients' needs. Outside of his professional life, Tony enjoys boating, football, skiing, and traveling.

Kyle Sintz is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 registrations and 18 years of industry experience. He has worked within various divisions of Fidelity, including Brokerage Services LLC since 2008 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Fidelity's Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment entities. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it maintains roles in commodity pool operations and fund advisory that distinguish it within large institutional peers.

Daniel Bryant is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Joshua Larkin is a Planning Consultant at Fidelity Investments. In this role, he works with clients to develop engagement strategies that align with their financial planning needs, assisting them in understanding their financial profiles and how these relate to their short- and long-term goals. His focus is on empowering clients to make informed financial decisions to work toward achieving their objectives. Joshua has held several roles at Fidelity Investments, including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. His previous experience also includes customer service positions at Sykes Enterprises and Frontier, providing a foundation in client relations and support. Outside of his professional work, Joshua has interests in music, where he is an instrumentalist, as well as pets and reading.

Kevin Triana is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Vivint, Morgan Stanley, and E*Trade Securities. He also spent two years engaged in religious service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory. The firm employs a process that combines fundamental research and quantitative analysis to construct systematic model portfolios from mutual funds, ETFs, and ETPs.

Dustin Welch is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and previously held roles at Focus Engineering & Surveying LLC, The Sports Mall Group, and Brigham Young University-Idaho. 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. The firm manages model portfolios using a systematic approach and serves multiple registered investment companies and funds of funds.

Michael Harris is a Planning Consultant at Fidelity Investments, where he focuses on helping families and individuals build, manage, and preserve their wealth through personalized financial planning. He emphasizes the importance of trust, education, and long-term relationships in financial partnerships. Since beginning his role at Fidelity Investments in 2025, Michael has been committed to delivering thoughtful financial advice tailored to his clients' needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Michael enjoys golfing and skiing.