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.

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.

Kaitlyn Pedersen is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Before joining Fidelity, she worked at Veterans First Mortgage for seven years and at a gymnastics training center for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Christina Larsen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She has been with Fidelity and its affiliated entities since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services such as discretionary portfolio management and fund advisory, and it employs systematic methodologies alongside oversight controls to manage potential conflicts of interest.

Daniel Hicks is a Series 66-licensed financial advisor at Fidelity with two years of industry experience. Prior to joining Fidelity, he worked at Belong Home Inc. and HOMIE. Outside of his advisory role, he also works as an independent contractor in real estate brokerage. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers model portfolios through intermediary platforms.

Douglas Mabey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003, and has prior engineering experience at Spectrum Engineers and Lynk Engineers. He also receives compensation from affiliated companies for the sale of loan products and home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Ryan Tingey is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at CUSO Financial Services, LP for 11 years before joining LPL Financial in 2025. His credentials include the Series 63 and Series 66 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified and alternative investment strategies.

Ryan Cox is a Series 66 licensed financial advisor with Fidelity, based in Salt Lake City, UT. He has nine years of industry experience and has worked in various capacities within Fidelity since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its model portfolios, and holds registrations and advisory roles that distinguish it among large institutional firms.

Kristie Remington is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, Morgan Stanley, and TD Ameritrade. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mason Moody is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he worked at several firms, including Rocky Mountain Labs and Synlawn Utah. Outside of his advisory role, he is also self-employed as a DJ in Salt Lake City, performing sporadically after hours. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a broad range of investments.

Craig Kapp is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and possessing 33 years of industry experience. His career includes roles at Bank of America, Merrill, U.S. Bancorp Investments, Wells Fargo, and Transamerica. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kyle Shaw is an advisor at Fidelity with Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Fidelity Brokerage Services LLC since 2004 and has been with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios composed of mutual funds, ETFs, and ETPs, and is noted for its registration as a commodity pool operator, advisory roles to registered investment companies, and use of algorithmic methods and AI in research.

Robert Henneberger is a financial advisor with Wells Fargo Clearing in Ogden, UT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns and manages a personal investment entity focused on raw land in Kaysville, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andres Acosta is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Advisors and Accedo Colombia, as well as a year at High West Distillery. Outside of finance, he has worked delivering food through DoorDash in his free time. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a broad client base with both brokerage and advisory solutions.