Michael Kenney is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining Fidelity, he worked at Megastar Advisors and has been involved in managing an LLC related to an inherited property. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Andrew Lesher is a financial advisor at Fidelity with two years of industry experience. He previously worked at Axeon, Rocket Mortgage, and Comerica Bank. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Rebecca Krauss is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021. Her prior work includes roles at Bank of America and several healthcare and service companies. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Spencer Christensen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Wind River Excavation and Amazon before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Peter Knight is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked in real estate with Keller Williams. Outside of advisory work, he is active as a realtor with Pete Knight Realty. 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 to manage a diverse range of portfolios.

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.

Trenton Christensen is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Ameriprise since 2008. Christensen is the sole owner of Cadeau LLC, an entity that holds the building of his Ameriprise office in Salt Lake City. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 Investments in Salt Lake City, UT, holding Series 63 and 66 licenses and bringing 33 years of industry experience. His career includes roles at multiple Fidelity arms since 1996, including Fidelity Investments Institutional Services Company and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC offers 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 manages model portfolios across various fund structures and provides advisory services to registered investment companies and an IRS-qualified Charitable Gift Fund.

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC since 2018. His prior experience includes roles at Diversified Investment Advisors and OneAmerica Securities. 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 offers model portfolios built from mutual funds, ETFs, and ETPs and serves as a registered commodity pool operator with a formal advisory role to multiple registered investment companies.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked within various divisions of Fidelity since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. She is affiliated with Strategic Advisers LLC, a Fidelity company that offers 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 diversified portfolios and serves as a registered commodity pool operator with a formal advisory role to multiple investment companies.

Jeremy Strong is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Strategic Advisers since 1999 and has worked at various Fidelity-affiliated entities since 2018. Outside of his advisory role, he is a member of Tell Me, LLC, a company started by his wife, where he provides limited advisory support. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and deliver model portfolios to intermediary platforms.

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® professional with seven years of industry experience, currently affiliated with OSAIC. His previous roles include positions at Fidelity Investments and Voyant Wealth. Brighton’s career also includes experience outside of finance with companies such as GoHealth Inc and eBay Inc. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm utilizes a model-based investment process focused on asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

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 7 years of industry experience. His prior roles include positions at Goldman Sachs & Co., LPL Financial, and Mountain America Credit Union. He also worked at Brigham Young University earlier in his career. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking investment approach and includes capabilities in derivatives and commodities.

Daniel Vazquez is a financial advisor at Edward Jones in Salt Lake City, UT, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed account strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national footprint of advisors and branch offices.