Spencer Christensen is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Before joining Fidelity Investments in 2023, he worked in various roles including at Wind River Excavation and Amazon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary portfolios, fund advisory services, and model delivery while maintaining oversight of sub-advisers and utilizing advanced methodologies including AI and systematic allocation.

Peter Knight is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and with seven years of industry experience. Prior to joining Fidelity, he was involved in real estate as a licensed realtor with Keller Williams Success. He operates a side business as a realtor with Pete Knight Realty at Keller Williams. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with notable activities including oversight of sub-advisers and advisory roles to multiple registered investment companies.

Braden DeLaMare is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Investment Management Consultant, Client Management Representative, and Workplace Planning Consultant. His career at Fidelity reflects a focus on client management and financial planning. Braden holds insurance licenses in Arkansas and California. His approach to financial consulting centers on partnering with clients to understand their comprehensive financial situations and building customized plans to meet their unique and evolving needs. He emphasizes forming strong relationships with families based on trust, reliability, and competency. Outside of his professional work, Braden's personal interests include baseball, family activities, fitness, food, football, and golf.

Harrison Holmes is a financial advisor at Wells Fargo Clearing based in Salt Lake City, UT, holding a Series 63 designation with one year of industry experience. Prior to his advisory role, he has worked as a Clinical Laboratory Assistant at Primary Children's Hospital since 2023, where he cultures microbes from patient samples and maintains lab equipment. 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 advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Jon Dalton is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 33 years of industry experience. He has worked across multiple Fidelity entities since 1996, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services LLC. He is associated with Strategic Advisers LLC, a Fidelity Investments 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 manage portfolios and serves a range of clients including registered investment companies and charitable funds.

Dane Evans is a financial advisor with Fidelity in Salt Lake City, UT. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Fidelity, he worked at several firms including Solutionreach, Mass Mutual, and Primerica. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

Kurt Hamilton is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked at TAB Bank and Fresh Market. Outside of his advisory role, he owns Sprall Vehicle Platforms LLC, where he builds and ships flat comfortable leveling platforms. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and registered investment companies.

Bart Reese is a financial advisor at Fidelity with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at firms including Diversified Investment Advisors and OneAmerica Securities. Strategic Advisers LLC, a Fidelity Investments company where he is affiliated, provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

Garrett Jensen is the Vice President and Financial Consultant at Fidelity Investments. In this role, he supports clients and their families in implementing and monitoring financial plans, with a focus on tax-efficient investing, gifting, estate planning considerations, and other areas of financial planning. He holds the Certified Financial Planner (CFP4) designation and is licensed to provide insurance services in Arkansas and California. Garrett has been with Fidelity Investments since 2016, progressing through various roles including Financial Consultant, Planning Consultant, PAS Portfolio Specialist, and Workplace Planning Consultant. His career path reflects experience in portfolio management, workplace planning, and high net worth client services. Outside of his professional responsibilities, Garrett enjoys biking, golf, reading, and skiing.

Marianne Tidwell is a financial advisor at Fidelity with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2006. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its role in advising multiple registered funds and delivering model portfolios using advanced methodologies.

Jeremy Strong is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity Investments and its affiliated entities since 1999. Outside of his advisory work, he is a partner in Tell Me, LLC, a company his wife is starting, where he provides limited advising support. Strategic Advisers LLC, a Fidelity Investments company, offers 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 discretionary and non-discretionary portfolios, with distinctive features including CFTC registration as a commodity pool operator and the use of AI-driven research methods.

Maria Recto is a financial advisor at Robert W. Baird & Co. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Robert W. Baird & Co. since 2015. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Brighton John is a CFP® with seven years of industry experience, currently serving as a financial advisor at OSAIC in Farmington, UT. His work history includes roles at Fidelity Investments and Voyant Wealth before joining Osaic Wealth. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes a variety of investment tools and strategies to construct diversified portfolios across asset classes, with options for discretionary or non-discretionary management.

Jeffrey Hancey is a financial advisor at Fidelity with 10 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliated brokerage services since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and model portfolio delivery using mutual funds, ETFs, and ETPs.

Nicholas Barney is a financial advisor with J.P. Morgan Securities in Salt Lake City, UT, holding Series 65 and Series 66 licenses and six years of industry experience. His prior roles include positions at Goldman Sachs & Co. and LPL Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework included in its investment process.

Connor Foster is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has previously worked at Mountain America Credit Union, Vivint Smart Home, and Nordstrom City Creek. Foster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Nathan York is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 designations and has five years of industry experience. His prior work includes roles at Us Tech Solutions, Ski Butlers, Promontory, Vail, and Regency Theaters. 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 advisors, offering both brokerage and advisory solutions.

Samuel Stover is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and one year of industry experience. His background includes roles at DiSys and Swift Filters, as well as four years at the University of Utah. Outside of his advisory work, he has been involved with the Pepper Pike Club for eight years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a combination of brokerage and advisory solutions, leveraging research and analytics to provide investment advisory services, financial planning, and retirement plan consulting.

Neil Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Spencer Crocco is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Kohl’s, Zions Bancorporation, USPS, and other organizations. 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 sources.