Devon Gannon is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory for registered investment companies and charitable funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from a diverse investable universe.

Blake Pirami is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has worked in various capacities within Fidelity since 2022, progressing through positions including Investment Solutions III, Investment Solutions II, Investment Solutions Representative I, and Customer Relationship Advocate. Blake's experience encompasses financial planning and investment solutions, where he collaborates with individuals and families to develop strategies that align with their financial goals. Blake holds insurance licenses in Arkansas and California, supporting his capacity to provide comprehensive financial advice. He is committed to helping clients understand and feel confident about their financial plans by working closely with them to create strategies tailored to their unique circumstances. Outside of his professional work, Blake's personal interests include cars, golf, outdoor adventures, and soccer.

Matthew Crane is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 2011, progressing through roles including Financial Consultant, Retirement Solutions Representative, Investment Solutions Representative, and Client Service Associate. With 14 years of experience guiding Fidelity clients, Matthew focuses on understanding clients' goals to build tailored financial plans. He aims to make financial planning more approachable, helping clients gain clarity and peace of mind. Matthew holds insurance licenses in Arkansas and California.

Tyler Erikson is a CFP® with 15 years of industry experience currently advising at Fidelity. His prior work includes roles at Allstate Insurance Co and OneAmerica Securities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Abigail Adams is a CFP® and holds a Series 66 license with two years of experience in the financial industry. She currently works at Fidelity and has prior experience at The Helmstar Group, LLC and FirstPurpose Wealth. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, with an investment process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Abraham Patino Rodriguez is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2017 and was previously employed in the food service industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

James Richardson III is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fidelity in various capacities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles to multiple registered investment companies and its use of AI-driven research methods.

James Lata is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with seven years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held a position at Acosta Sales and Marketing from 2014 to 2016. 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Micah Pelletier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. He has been associated with Wells Fargo Clearing in multiple periods since 2016 and has worked with Wells Fargo Bank, NA since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

William Horman is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Horman’s prior work includes roles at Intermountain Healthcare and Silhouette America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Avery Steele 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, Steele worked at Prime Corporate Services and has held roles across various sectors including marketing and retail. Fidelity’s Strategic Advisers LLC, where Steele is based, provides investment management and advisory services to retail and institutional investors, utilizing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI and algorithmic techniques in its research.

Mark Rosell is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its brokerage services since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm uses a proprietary research process combined with quantitative analysis and algorithmic portfolio construction to manage a range of portfolios, including model portfolios delivered to intermediary platforms.

Braden Burns is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. His prior work includes roles at MarketStar and Wyndham Destinations, as well as time dedicated to full-time education at Weber State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Taylor Goodsell is a financial advisor with Wells Fargo Clearing in Salt Lake City, holding a Series 63 designation and two years of industry experience. Prior to joining Wells Fargo, Goodsell worked at Fidelity Investments and Blue Raven Solar. He also has experience in logistics at United Parcel Service and has worked in both academic and business settings related to Brigham Young University - Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ian Rosales is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Outside of his advisory role, he is a partner in Volent Approach, a business involved in selling merchandise and managing related operations. 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 employs a systematic investment approach that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Logan Brassington is a financial advisor at Morgan Stanley in Salt Lake City, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Lifetouch and the EWU Institute for Public Policy and Economic Analysis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Rossi is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked for five years at Intelligent Capital Works. Rossi serves as a board member for Ronald McDonald House Charities of Central and Northern Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Theophilus Anim is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has four years of industry experience. He has worked within various Wells Fargo entities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, using research and analytics from Wells Fargo Investment Institute along with modern portfolio theory to evaluate investment options.

Paul Dorfmeier is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and Axa Advisors. His firm, Strategic Advisers LLC, a Fidelity Investments company, 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.

Grace Waite is a Planning Consultant at Fidelity Investments, where she specializes in helping individuals develop confidence in their financial futures through customized strategies and guidance tailored to every stage of life. She focuses on building trust and fostering clarity to support long-term financial planning. Grace has progressed through multiple roles at Fidelity Investments, including Workplace Planning Associate and various levels of Workplace Planning Consultant from 2022 to 2025. She holds insurance licenses in Arkansas and California, supporting her ability to provide comprehensive financial advice. Outside of her professional work, Grace enjoys art, family activities, food, movies, pets, and swimming.