Jeffrey Porter is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1998 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Barbara Ginty is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 65 and Series 63 licenses and possessing 17 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is an adjunct professor of financial literacy at SUNY Ulster and an author of financial education materials through her work with Planancial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios while providing discretionary and non-discretionary management options.

Guy Thaller is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Matthew Stringham is a financial advisor at Fidelity with 4 years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity, he spent 16 years at America First Federal Credit Union. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles within the institutional investment space.

Remington Slagowski is a financial advisor with Fidelity in Salt Lake City, Utah, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Fidelity, his background includes positions outside finance, such as work with P.F. Chang's and running a lawn care business. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manages a range of portfolios, including fund-of-funds and model portfolios delivered to intermediary platforms, with additional roles in advisory and fund management.

Jeff Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios across a range of mutual funds, ETFs, and ETPs.

Hayden Adams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Bitcoin Depot, Lyft, and several other companies across the technology and insurance sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Andrew Taylor is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works directly with clients to help construct appropriate portfolios aimed at achieving their financial goals and to navigate major life events. His approach involves ensuring clients understand how their financial plans work and addressing any questions, concerns, or additional needs that arise during the process. Andrew has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Investment Management Consultant, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. This progression reflects his experience in financial planning, investment management, and client relationship management. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew has personal interests that include golf, hiking, parenthood, pets, skiing, and traveling.

Ash Larsen is a Wealth Management Planning Consultant at Fidelity Investments, a position held since 2024. Larsen's career in the financial industry spans several roles, including Financial Consultant and Planning Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan from 2019 to 2023, and a Regional Private Banker at Wells Fargo Bank from 2002 to 2019. Larsen's experience encompasses wealth management and financial consulting, with a focus on building client relationships based on trust and long-term planning. Larsen holds insurance licenses in Arkansas and California. Outside of professional pursuits, Larsen's personal interests include baseball, camping, family activities, motorcycles, outdoor adventures, and skiing.

Ma Kayla Whiting is a financial advisor at Charles Schwab in Farmington, Utah, holding a Series 66 designation with two years of industry experience. Her prior work includes roles in the title industry and full-time education. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs and offers investment guidance through multi-asset model portfolios and due diligence on alternative investments.

Jonathan Gates is a financial advisor with LPL Financial in Clearfield, UT, holding the CFP® designation and Series 63 and 65 licenses. He has eight years of industry experience, previously working with MML Investors Services, LLC and Mass Mutual Life Insurance Co. Gates is also involved with Gates Wealth Group, LLC, a business entity for tax and investment purposes. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

M Scott Harries is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Harries operates a music production company called 241 Productions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

Cassie Baird is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held positions at several companies including Carhartt and The Insurance Store. Fidelity’s Strategic Advisers LLC provides 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 and fund advisory services.

Suliana Gonzalez is an Investment Solutions Representative III at Fidelity Investments. She works closely with individuals and families to understand their financial situations and collaborate on plans to pursue their financial goals. Her role involves helping clients feel confident and comfortable with their financial plans. Suliana has held several positions at Fidelity Investments, including Investment Solutions Representative I from 2024 to 2026, High Net Worth Associate from 2022 to 2024, and Customer Relationship Advocate from 2021 to 2022. These roles have contributed to her experience in financial planning and client relationship management. Outside of her professional work, Suliana has interests in pets and reading.

Craig Mason is a financial advisor at Fidelity with seven years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior work includes roles at Horizon Credit Union and various positions in the energy and solar sectors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Sylvee Tanner is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Tanner worked at SoFi Lending Corp for three years and Intermountain Healthcare for four years. Outside of financial advising, Tanner operates an entertainment business focused on card readings. 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 across various investment products.

Mina Eisberg is a financial advisor at Fidelity with eight years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fidelity Brokerage Services, CUNA Mutual Group, Wells Fargo Clearing Services, and ARUP Laboratories. Outside of finance, she coaches freestyle skiing athletes, helping to develop their technique and ensure a structured training environment. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, involvement in registered investment companies, and incorporation of AI and algorithmic methods in its investment process.

Caleb Barton is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior roles include positions at Pioneer Pipe and Steel, BioLife Plasma Services, UVU UCCU Events Center, Hobby Lobby, and Utah Valley University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios across mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods and its advisory role to multiple registered investment companies.

Daniel Larsen is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Canyon View Credit Union, UFirst Credit Union, LPL Financial, and Goldenwest FCU. Larsen also provides financial services within credit union settings. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform with various investment program options and approximately $256 billion in assets under management.

Michael Landheim is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 1997, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 deliver model portfolios. The firm serves a diverse client base including registered investment companies and operates with a focus on systematic methodologies and oversight controls.