Karsten Thompson is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He has progressed through various roles within the company, including Investment Solutions Representative III in 2025-2026, II in 2024-2025, and I in 2023-2024, as well as Customer Relationship Advocate from 2022 to 2023. Karsten is dedicated to supporting individuals and families in their financial planning by understanding client needs and collaborating to create tailored plans that help pursue their financial goals. He aims to help clients feel confident and comfortable with their financial strategies. Karsten holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys family activities, hiking, reading, running, and skiing.

Mckay Jones is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this position, Mckay progressed through several roles within the same company, starting as a Customer Relationship Advocate in 2023, followed by successive promotions to Investment Solutions Representative I in 2024 and Investment Solutions Representative II in 2025. In this capacity, Mckay collaborates with individuals and families to understand their unique financial goals and develop tailored financial plans. Their work focuses on providing investment solutions that align with the distinct needs of each client. Outside of professional responsibilities, Mckay has interests in cooking and baking, gardening, music, and reading.

Michael Olsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. Outside of his advisory role, he owns and operates a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Carly Seely is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios and a range of investment vehicles tailored to long-term asset allocation benchmarks.

Vincent Lopez is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

Rodney Pettingill is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He has worked at Fidelity Investments since 2023 and teaches digital marketing at Mountainland Technical College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Landen Atkin is a Financial Consultant who focuses on personal financial planning. He emphasizes listening to clients' priorities and working collaboratively to improve their financial situations. Landen's approach includes understanding clients' needs, analyzing their financial status, and addressing potential risks or gaps in their plans. He has experience as a Planning Consultant at Fidelity Investments in 2024 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Landen holds insurance licenses in Arkansas and California. Outside of his professional work, Landen enjoys camping, motorcycles, outdoor adventures, skiing, soccer, and surfing.

Hiram Oakley is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. Over his tenure at Fidelity, Hiram has progressed through several roles, starting as a Customer Relationship Advocate and advancing through positions including High Net Worth Service Associate and various levels of Investment Solutions Representative. Throughout his career, Hiram focuses on assisting individuals and families with financial planning, emphasizing understanding clients' lives and collaborating with them to develop financial plans aimed at pursuing their goals. He aims to help clients feel confident and comfortable with their financial strategies. Outside of his professional work, Hiram enjoys camping, family activities, outdoor adventures, and reading.

Annie Driana Pikula is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various divisions of Fidelity since 2007. 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, managing model portfolios across mutual funds, ETFs, and ETPs.

Thomas DeVito is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity in 2022 and has progressed through roles from Customer Relationship Advocate to Investment Solutions Representative across levels I to III before his current appointment. In his professional capacity, Thomas focuses on assisting clients in achieving financial security and prosperity by offering guidance in budgeting, investing, and wealth planning tailored to individual needs and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Thomas enjoys fishing, golf, and snowboarding.

Joshua Bonham is a financial advisor at Merrill in Salt Lake City, UT, holding Series 65 and Series 66 credentials with one year of industry experience. His prior roles include positions at Driven Investments and Zions Bancorporation. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Petersen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions before entering the financial sector. Strategic Advisers LLC, a Fidelity Investments company, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves a broad range of investors.

Cosette Cole is a Series 66-licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, and has 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked with Wells Fargo Advisors, LLC from 2007 to 2016. Outside of advising, she is the registered agent for Rocky Mountain Burger Bus LLC in Ogden, UT. 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 backed by research from Wells Fargo Investment Institute and third-party analytics.

Alyse Packer is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has been associated with various Fidelity entities since 2014. Outside of her advisory role, she owns a professional photography business where she takes family portraits and teaches photography online. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s notable activities include managing registered investment companies and delivering model portfolios with systematic methodologies.

Kevin Hair is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with Fidelity and its affiliated entities since 2006. 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 is noted for its use of systematic methodologies, advisory role to multiple registered investment companies, and incorporation of AI tools in research.

Cade Carter is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held positions at Vumerity, NFL Films, Montage, and CBS. Outside of finance, he was involved with The Cliff Dining Pub for five years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Houston is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lyons McCloskey LLC and Mainstreet Valuations LLC/RedBell Real Estate. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Griffin Haycock is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He previously worked at Mountain America Credit Union for five years and has experience in education with Granite School District. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Jonathan Groberg is a financial advisor at LPL Financial with 25 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Northwestern Mutual Wealth Management Company and other affiliated entities for over two decades. Outside of his advisory work, he owns a web blog featuring non-financial content that includes third-party advertising. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management options, supported by research and model portfolios.

Matthew Berg is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with FIDELITY Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as fund advisory and model portfolios through intermediary platforms.