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.

Samuel Snow is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. Snow is also involved in several business ventures in Salt Lake City, serving as CEO or officer for multiple support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored, non-discretionary advisory solutions using analytical tools and supports institutional consulting and portfolio management across a large advisor network.

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.

Noon Taha is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Taha worked at Morgan Stanley and has been involved in various roles supporting individuals with disabilities and elderly care. Taha serves as a board member for the West Side Review Board, providing feedback on community research. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutions.

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.

Jana Berry is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2020 before joining Raymond James in 2020. Outside of advising, she serves as an office manager at Uinta Wealth Management in Salt Lake City. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains distinctive offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

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.