Frank Sabala is a Planning Consultant at Fidelity Investments, where he has been serving since 2026. He focuses on developing tailored financial strategies that align with his clients' specific needs and evolve as their lives change. Prior to his current role, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Frank holds an Arkansas Insurance License, which supports his work in providing comprehensive financial planning and insurance solutions. He emphasizes building trust and delivering clear, thoughtful guidance to help clients make confident financial decisions. In his personal time, Frank enjoys movies, outdoor adventures, skiing, and soccer.

Marcus Shiotani is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he held roles in healthcare and various other industries. He is a partner at OpenDoor Property Management, LLC, where he manages property operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with distinctive features such as CFTC registration and use of AI in research.

Ryan Lenahan is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2008. Outside of his advisory role, he serves as a co-trustee for a family trust. 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 client objectives and risk tolerances.

Austin Farnsworth is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds the Series 63 and Series 65 designations and has worked at various entities within Cambridge since 2022. Outside of advisory work, Farnsworth has been involved as an insurance agent for independent agencies and held positions in the food service industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management and model-based solutions tailored to client objectives.

Ming Han Gao is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Gao has one year of industry experience and has previously worked in the U.S. Army Reserve and various roles outside the investment industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Charlee Shadoan is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, previously serving at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Bradley is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. In this capacity, he works directly with clients to analyze their investment portfolios and retirement plans, aiming to help them understand their progress toward retirement and to develop investment strategies that align with their individual needs. He utilizes tools and resources available at Fidelity to maintain consistent communication tailored to each client's preferences. Christopher has been with Fidelity Investments since 2005, progressing through various roles including Financial Consultant, Private Access Relationship Manager, Premium Services Representative, and Financial Representative. His extensive experience within the company reflects his deep involvement in supporting clients' financial planning and investment management needs. He holds insurance licenses in Arkansas and California.

James Case Martinez is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 license and one year of industry experience. His prior work history includes roles at Express Employment Professionals, Sherwin-Williams, and Discover Student Loans. Outside of his advisory role, he has been involved with Doordash for several years. 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 combines research from its Wells Fargo Investment Institute with third-party analytics to support a range of brokerage and advisory solutions.

Andres Meza is a financial advisor at Fidelity with Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services, LLC since 2018 and previously spent six years at Nature's Sunshine Products. Outside of his advisory role, he is involved in small-scale entrepreneurial activities, including post-construction cleaning and reselling used items. He works within Strategic Advisers LLC, a Fidelity company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis to create model portfolios, and it manages multiple registered investment companies and fund-of-funds.

Spencer Cox is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, DiSys, Dexian, and ENT Specialists. 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 combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Cameron Sueoka is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Quotient Technology and the University of Utah, spanning various positions prior to joining Fidelity. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create diversified model portfolios across mutual funds, ETFs, and ETPs.

Rachel Millington is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2024. In this role, she works closely with clients to understand their goals and priorities, providing personalized investment recommendations and strategies. Her approach emphasizes trust, integrity, and transparency, aiming to support individuals and families in making informed investment decisions. Rachel has accumulated extensive experience within Fidelity Investments, progressing through roles including Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate since 2019. She holds insurance licenses for Arkansas and California. Outside of her professional responsibilities, Rachel engages in cooking and baking, enjoys family activities, social events with friends, movies, theater, and writing.

Paige Rockwell is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2020. Prior to her career in finance, she was employed in the food service industry at Java Jo's and Este Pizzeria Downtown. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive features include registration with the CFTC as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI and systematic methodologies in portfolio management.

Jake Miller is a Planning Consultant at Fidelity Investments, where he has been working since 2026. He has held multiple roles within the company, including Benefits and Planning Consultant from 2024 to 2026, Investment Solutions Representative 2 during 2023 to 2024, High Net Worth Representative in 2023, Investment Solutions Representative 1 in 2023, and Customer Relationship Advocate from 2022 to 2023. He holds insurance licenses in Arkansas and California. Jake is committed to helping clients recognize the value of a sound financial plan and works collaboratively to develop plans aligned with their life goals and passions. Outside of his professional work, Jake enjoys baseball, family activities, social events with friends, outdoor adventures, and skiing.

Jonathan Sterzer is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he owns Copper Leaf LLC, a real estate-related business based in West Jordan, Utah. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market analyses.

Jeremiah Taylor is a financial advisor with Fidelity Investments in Salt Lake City, holding a Series 66 designation and beginning his industry experience in 2025. Prior to joining Fidelity, he worked at Ambia Energy and Greenix. Outside of finance, he operates a sales and recruiting business focused on training door-to-door representatives. 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 a variety of fund structures and model portfolios.

Tiffany Creason is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she focuses on assisting affluent families with their complex financial needs by partnering with trusted advisors to identify planning requirements and align goals with prospective plans. She emphasizes open and honest communication, anticipation, and responsiveness in building and strengthening client relationships. Tiffany's professional experience at Fidelity Investments includes roles as a Private Wealth Management Planning Consultant, Investment Management Consultant, Client Service Associate, High Net Worth Associate, and Financial Representative Full Trader. Prior to joining Fidelity, she worked as a Personal Loan Officer at Zions First National Bank. Outside of her professional work, Tiffany enjoys outdoor activities such as camping, fishing, hiking, horseback riding, kayaking, and table tennis.

Alec Nielsen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo in various capacities since 2016, including five years at Wells Fargo Clearing. Prior to his financial career, he was affiliated with Utah State University for five years. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Andrew Wilson is a financial advisor at Fidelity with 23 years of industry experience. He holds the Series 66 designation and previously worked for Key Investment Services LLC and Key Bank NA from 2008 to 2022. Outside of his advisory role, Wilson is a part owner of two entertainment businesses in Utah: a haunted house called Castle of Chaos and an escape room operation, Great Room Escape. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary investment portfolios.

Joshua Willis is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Brokerage Services since 2015. Outside of his advisory role, he manages a consulting and property management business through Creatify Solutions LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for intermediary platforms.