Marcus Wyner is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research combined with quantitative and algorithmic portfolio construction methods. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research techniques.

Megan Roman is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including her current role at Strategic Advisers LLC, a Fidelity Investments company, where she has worked since 2025. Prior to that, she was with Fidelity Investments from 2020 to 2025. Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and is noted for its use of proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and manages model portfolios using systematic methodologies.

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 at LPL Financial with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at LPL Financial since 2013, with prior experience at Credit Suisse Securities (USA) LLC. Ginty is also an adjunct professor at SUNY Ulster, where she teaches financial literacy, and she authors educational materials on financial planning through her business, Planancial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

Guy Thaller is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and having 32 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Fidelity. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics to guide investment decisions.

Matthew Stringham is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to his current role at Fidelity, he worked for America First Federal Credit Union for 16 years. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive capabilities in fund advisory, model portfolio delivery, and regulatory registrations uncommon among large institutional firms.

Remington Slagowski is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. His background includes roles at Fidelity Investments and experience outside finance, including managing a lawn care business and working in recreation services. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a research-driven investment process combining fundamental analysis, quantitative methods, and algorithmic portfolio construction.

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.

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 licenses 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 a broad client base including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of AI-driven research methods.

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 credentials including Series 65, Series 63, and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Investments and Horizon Credit Union, among other positions in the energy and finance sectors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its regulatory registrations and use of AI in research.

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 Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to Fidelity, he held 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, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Daniel Larsen is a financial advisor with Cetera based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, and credit unions such as Goldenwest FCU, UFirst Credit Union, and Canyon View Credit Union. He also works as a financial professional providing services on credit union premises. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program structures and custodial relationships.