Michael Landheim is a financial advisor at Fidelity with 28 years of industry experience. He has held various roles within Fidelity’s affiliated entities since 1997 and holds Series 63 and Series 66 credentials. Based in Salt Lake City, UT, his career includes work with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI-driven methods and its role as a registered commodity pool operator.

Kaitlyn Pedersen is a financial advisor at Fidelity with Series 66 and Series 63 designations 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 retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm serves a diverse client base, including charitable funds and registered investment companies, and is noted for its use of systematic methodologies and AI-driven research.

Christina Larsen is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Fidelity Investments and its affiliates since 2006. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and other investment solutions.

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 with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cuso Financial Services, North Capital, Structured Asset Investors, and Wells Fargo. Outside of his advisory work, he is involved in managing a real estate rental business focused on single-family homes in Utah. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Ryan Cox is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and nine years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery through systematic methodologies and quantitative analysis. The firm is registered as a commodity pool operator and serves as an advisor to multiple registered investment companies and fund-of-funds.

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 a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 22 years of industry experience. His career includes roles across multiple Fidelity entities since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Robert Henneberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Wells Fargo-affiliated firms since 2002. Outside of his advisory role, he owns and manages an investment-related business, RDDM LLC. 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 offers both brokerage and advisory solutions, relying on research and analytics to guide investment decisions.

Andres Acosta is a financial advisor with Wells Fargo Clearing who holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors and has experience outside finance, including a year at High West Distillery. In his free time, he works as a delivery driver for a food service company. 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 substantial assets and offers both brokerage and advisory solutions supported by research and analytics.

Hal Harper is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2015, including roles within Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Prior to that, he was with USAA Financial Planning Services and Edward Jones. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Scott Meek is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative and algorithmic methods, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Nathan Murdock is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 26 years of industry experience. His prior work includes roles at Goldenwest CU, CUNA Brokerage Services, Bank of America, Merrill, and Fidelity. He is also licensed as a sales representative and manager at Goldenwest Insurance Services, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Oscar Mondragon Trullo is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Chase Bank, Merrill, and Bank of America. He is based in Salt Lake City, UT. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Albert Horman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked in various Fidelity entities since 1995. Outside of his advisory role, he assists with managing his family's real estate rental activities. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles for multiple registered investment companies.

Charlotte Painter is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the CFP® designation and Series 65 and Series 63 licenses. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Royal Alliance, LPL Financial, Zions Bank, and Zions Capital Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning through a structured process without making individual security recommendations as part of standalone plans.

Lindsay Wheeler is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity since 2005, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.