Joseph Reynolds is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with Wells Fargo Clearing and its related entity since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research and analytics to support its investment approach, offering a range of services including non-discretionary consulting and discretionary retirement plan management.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Royce Rackham is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Before joining Fidelity, he worked at Total Quality Logistics, Hallpass, Bar X, and Bach Homes. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed using proprietary research combined with quantitative and algorithmic methods.

Dallen Atwood is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at Wells Fargo Advisors LLC and Wells Fargo Bank. 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, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Gleb Belyy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has approximately one year of industry experience. His prior work experience includes roles at DYSIS, Amazon, Uber, and Rutgers Business School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and other sources.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has worked at Wells Fargo Bank since 2003 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Max Bautch is a Financial Consultant at Fidelity Investments, where he partners with clients to create and implement financial plans and investment strategies. He focuses on aligning finances with clients' goals, dreams, and overall life purpose. Max has held various roles at Fidelity Investments since 2021, including Planning Consultant and Workplace Planning Consultant. Prior to joining Fidelity, he worked as a Direct Lending and Mortgage Representative at U.S. Bank and as a Financial Analyst at Sterling Management. He holds insurance licenses in Arkansas and California. Outside of his professional career, Max enjoys camping, golf, skiing, and yoga.

Siraj Alsamarrai is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously volunteered at Car Bazaar Inc. from 2021 to 2023. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor and manager to multiple funds and intermediaries.

Tyler Rasmussen is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with individuals and families to develop financial plans tailored to their unique goals. Tyler's experience at Fidelity Investments spans several positions, including Investment Solutions Representative III from 2024 to 2026, Investment Solutions Representative II from 2023 to 2024, Fixed Income Specialist from 2021 to 2023, and High Net Worth Service Associate II from 2018 to 2021. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Tyler's personal interests include biking, family activities, fitness, hiking, swimming, and traveling.

Hiedie Shields is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2000, gaining extensive experience through various positions including Annuity Planning Consultant, Annuity Service, Retirements Representative, and Service & Trading. Her expertise encompasses annuity planning and retirement services, supported by her insurance licenses in Arkansas and California. Hiedie works closely with her clients to develop personalized financial plans based on trust and ongoing collaboration. Outside of her professional career, Hiedie has personal interests that include attending concerts, participating in social events with friends, music, parenthood, pets, and singing.

Monte Zeyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked for Nu Skin Enterprises, Inc. for 26 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, including model portfolios built from mutual funds, ETFs, and ETPs.

Preston Dailey is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held various roles including work at Weedman Lawncare and the Church of Jesus Christ of Latter Day Saints. 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 develop model portfolios across mutual funds, ETFs, and ETPs.

Ricardo Merida is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Merida is based in Salt Lake City, UT. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Robert Roane is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and 65 designations and 34 years of industry experience. His prior work includes eight years at Morgan Stanley Smith Barney before joining various Fidelity affiliates since 2017. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Benjamin Willis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation. He started his advisory career with Fidelity in 2025 and has prior experience working in diverse roles across education, landscaping, and catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Griffiths is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans designed for long-term success. His approach emphasizes enduring principles that help clients take intentional actions and avoid costly mistakes throughout different life stages. Ryan has extensive experience within Fidelity Investments, having held several roles since 2009. His positions include Team Leader in Workplace Planning and Advice, Team Leader in Service, Senior High Net Worth Service Specialist, and Private Client Group Relationship Manager. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ryan enjoys cooking and baking, participating in family activities, fishing, football, and outdoor adventures.

Simon Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he works as a grocery assistant at Lee's Market Place in Heber City, UT. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.