Troy Piscioneri is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2019, he worked at First Convenience Bank and Walmart. 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 advice grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Amanda Venable is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. In her role, she partners with Private Wealth Management Senior Relationship Managers to provide service and support to self-directed clients and their families. Amanda has been with Fidelity Investments since 2018, progressing through several roles including Customer Relationship Advocate, High Net Worth Representative, Investment Solutions Representative, and Wealth Management Operations Associate. This experience has given her a broad understanding of wealth management and client relations. Outside of her professional responsibilities, Amanda enjoys activities such as camping, attending concerts, hiking, and spending time with her family and pets.

Adam Myler is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to his current role, he worked in construction and education, including a position at Kenny Seng Construction. Outside of financial advising, he designs and constructs household furniture as an independent contractor. 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 advisory role to registered investment companies and its use of advanced technologies in portfolio management.

Steven Davis is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Brokers International Financial Services and Tax Savings Solutions. Outside of his advisory role, he works as an independent contractor responding to leads and coordinating with contractors through Focal Point. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, offering strategies that include discretionary portfolio management, fund advisory, and model portfolio delivery using a blend of fundamental research, quantitative analysis, and algorithmic construction.

Brady Homer is a Financial Consultant at Fidelity Investments, where he has been advancing his career since 2015. He has held various roles within the company, including Planning Consultant, Relationship Manager, Workplace Planning Consultant II and I, Workplace Planning Associate, Stock Plan Consultant, and Financial Services Representative. His professional focus is on financial planning, partnering with clients to help them achieve financial peace through tailored strategies. Brady holds the Certified Financial Planner (CFP®) designation and possesses insurance licenses in Arkansas and California. He emphasizes building strong relationships with his clients and their families, aiming to foster a familial atmosphere in his professional interactions. Outside of his professional work, Brady enjoys camping, family activities, exploring culinary experiences as a foodie, and participating in sports such as football and golf.

David Leigh is a financial advisor with Wells Fargo Clearing in Draper, UT, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. 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. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sebastian Swanson is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab, Park Avenue Securities, and Guardian Life Insurance Company of America. He also spent five years affiliated with the University of Nevada Las Vegas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as a formal advisor to multiple registered investment companies.

Scott Hartman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at achieving financial security and peace of mind. He focuses on creating strategies that account for clients' current financial situations, goals, and risk tolerance, while providing ongoing support to adapt plans as life circumstances evolve. Prior to his current role, Scott worked as a Relationship Manager at Fidelity Investments from 2021 to 2023 and began his financial services career as a Financial Advisor at Equitable Advisors, LLC from 2020 to 2021. His experience spans client relationship management and financial planning. Outside of his professional work, Scott engages in activities such as cooking and baking, fishing, playing musical instruments, spending time with pets, scuba diving, and snowboarding.

Tysen Gasper is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles outside the financial sector in various service and retail businesses. 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 multi-manager and fund-of-funds strategies.

Noah Jackson is a Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, Financial Representative from 2017 to 2018, and High Net Worth Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Representative at MetLife Premier Client Group in 2015 and as a Division Leader at Primerica in 2015. Throughout his career, Noah has focused on helping clients achieve their financial goals by co-creating sound financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Noah enjoys camping, family activities, exploring food, football, hiking, and outdoor adventures.

Jordan Smith is a financial advisor at LPL Financial with 11 years of industry experience. He previously worked at Edward Jones for nine years and Fidelity Brokerage Service, LLC for two years. Outside of his advisory role, Smith owns a martial arts business and a coaching company, and he is scheduled to fight professionally for BKFC. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management using model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

Bradford Murray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held various roles including positions at the ENT Center and Allergy Associates of Utah. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and oversight controls.

Kyle Graham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Prior to joining Fidelity, Kyle gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021. Kyle holds insurance licenses in Arkansas and California. He emphasizes a personalized approach to financial planning, working to understand each client's unique financial goals and co-creating plans that help clients feel confident and comfortable. Outside of his professional work, Kyle engages in board games, family activities, and plays musical instruments. He is also involved in parenthood.

Jeffrey Castolene is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1989. Outside of his advisory role, he is the owner of Teresa A. Castolene, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Ethan Nakaya is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at various companies including Davidson Defense Inc. Outside of his advisory work, he builds custom headlights for off-road vehicles as a freelance hobby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a wide array of investment strategies.

David Garriott is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, with a focus on oversight and addressing conflicts of interest.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Raymond James. Outside of advising, she is a joint owner of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a range of portfolio management strategies.

Eddie Snow is a CFP® with 27 years of industry experience, currently an advisor at Charles Schwab since 2022. His prior roles include positions at Royal Alliance, Signal Wealth Advisors, CWM, LLC, Cetera Advisor Networks, Rock House Financial, and United Planners' Financial Services. Outside of advisory work, he has operated as an independent insurance agent specializing in non-variable life insurance. Charles Schwab & Co., Inc. serves primarily 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 relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a centralized operational structure.

Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he held various roles including positions at InstaCart, Vivint, and Generation Floors. Outside of his advisory work, he occasionally works as an independent contractor for Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of model portfolios.

Brian Wells is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Wells has been with Fidelity Investments and its affiliated advisory divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.