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, holding Series 63 and Series 66 designations and 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 providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing three years of industry experience. His prior roles include positions at Wells Fargo Bank, Kohls, and Zions Bancorporation. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

Mckenna Reed is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Reed held positions at Utah Valley University, Utah Community Credit Union, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a systematic investment approach that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

Devan Harris is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory role, he is the owner of DNA Collectibles, LLC, dealing in rare collectibles and gemstones, and also sells collectibles and jewelry on the online platform Whatnot. 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 to manage a range of portfolios including multi-manager funds and model portfolios for intermediary platforms.

Joseph Reynolds is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

Mary Lynn Allred is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. She has worked with several firms, including Wells Fargo Investments, First Command Brokerage Services, and Ameriprise, before joining her current firm in 2016. 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.

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 in Salt Lake City, UT, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been with Wells Fargo since 2012, including his current role at Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gleb Belyy is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and one year of industry experience. His background includes roles at DYSIS and Wells Fargo Clearing Services, along with prior experience in various positions at companies such as Amazon and Uber, as well as academic roles at Rutgers Business School. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has worked at Wells Fargo Bank since 2003 and with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 Series 66 credentials and one year of industry experience. His background includes previous roles outside finance, such as lawn care and community service with the Church of Jesus Christ of Latter Day Saints. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

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 in various roles at Fidelity since 2016, including positions with Fidelity Brokerage Services, LLC and FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as a registered commodity pool operator with notable advisory roles to multiple registered investment companies.