Dakota Mathews is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Dakota worked at Podium, UHEAA, and Discover Financial Services. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Sarah Hinman is a financial advisor at LPL Financial based in Salt Lake City, UT, holding CFP®, PFS™, and Series 65 credentials with 10 years of industry experience. Her prior experience includes positions at Fiducient Advisors LLC and Trinity Financial Advisors, LLC. Outside of her advisory work, she operated Embellish Boutique for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary portfolio management supported by proprietary and third-party research.

Kauner Owen is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through positions including Workplace Planning Associate, Workplace Planning Consultant, and Planning Consultant. In his work, Kauner partners with clients and their families to establish collaborative financial plans aimed at addressing their questions and concerns. He holds insurance licenses in Arkansas and California. Outside of his professional duties, Kauner enjoys fishing, golf, and outdoor adventures.

Byron Bendixsen is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2005. He has been with Fidelity Investments since 2001, progressing through positions including Fixed Income Specialist, Investments Representative, and Financial Service Representative. With 24 years of experience, Byron partners with investors at various stages of life to develop, implement, and maintain disciplined financial plans despite challenging market conditions. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Byron enjoys camping, cooking and baking, family activities, outdoor adventures, running, and volunteering.

Bart Carlson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked across multiple Fidelity entities since 2008. Outside of his advisory work, he is an independent contractor driving for Uber. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Avinash Parikh is a financial advisor with Fidelity in Salt Lake City, UT, holding the Series 66 designation. He joined Fidelity in 2025 and has diverse work experience across various industries prior to entering the financial services field. 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 develop model portfolios and serves in advisory roles to multiple registered investment companies.

Tyler Nelson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at firms such as Equitable Advisors, Morgan Stanley, and E*Trade Securities. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Alexander Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at R1rcm Inc and Mountain America Credit Union. Outside of his advisory work, Anderson serves as an owner and manager of a rental property. Alexander works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies and fund‑of‑funds.

Carter Karras is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 license and three years of industry experience. Prior to joining Fidelity, he worked at Best of Utah Moving and held various positions in retail and service roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diverse investment portfolios and model strategies.

Ethan Adair is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments, Vivint, Uber, and other companies. Outside of his advisory work, he also works as a delivery driver for DoorDash and Uber during his free time. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary management, fund advisory, and model portfolios.

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.

Nathaniel Allen is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica since 2001. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodial services, with approximately $15.5 billion in assets under management.

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.