Mckay Jones is an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this position, Mckay progressed through several roles within the same company, starting as a Customer Relationship Advocate in 2023, followed by successive promotions to Investment Solutions Representative I in 2024 and Investment Solutions Representative II in 2025. In this capacity, Mckay collaborates with individuals and families to understand their unique financial goals and develop tailored financial plans. Their work focuses on providing investment solutions that align with the distinct needs of each client. Outside of professional responsibilities, Mckay has interests in cooking and baking, gardening, music, and reading.

Michael Olsen is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Salt Lake City, Utah, and has 16 years of industry experience. His prior work includes roles at Valic Financial Advisors, Morgan Stanley, Harrisdirect LLC, and Edward Jones. Outside of his advisory work, he owns a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Carly Seely is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity and its related affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios utilizing quantitative analysis, algorithmic construction, and oversight of affiliated sub-advisers.

Vincent Lopez is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked across various Fidelity divisions, including Brokerage Services, 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 registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and formal advisory roles to multiple funds.

Rodney Pettingill is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He has worked at Fidelity Investments since 2023 and teaches digital marketing at Mountainland Technical College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Craig Paulson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Altura Benefits, where he remains active. Outside of advisory work, he is involved in the sale of fixed insurance products and leads Altura Financial Advisors, a firm providing insurance, securities, and investment services. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Matthew St John is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity in 2022, he held positions in education and community organizations, including roles at Utah Valley University and The Church of Jesus Christ of Latter Day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and formal advisory roles with multiple registered investment companies.

Samuel Snow is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 66 and Series 65 credentials and possessing 12 years of industry experience. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc., along with a year at BNY Mellon Securities Corporation. Outside of his advisory role, Snow is an owner and officer of several support companies, including STS Wealth Management and Williams, Snow, Belote, where he serves as CEO and managing member, and Voyager Wealth Advisors, where he holds the position of vice president. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports advisory programs and institutional portfolio management across a large advisor network.

Landen Atkin is a Financial Consultant who focuses on personal financial planning. He emphasizes listening to clients' priorities and working collaboratively to improve their financial situations. Landen's approach includes understanding clients' needs, analyzing their financial status, and addressing potential risks or gaps in their plans. He has experience as a Planning Consultant at Fidelity Investments in 2024 and previously served as a Workplace Planning Consultant at Fidelity Investments from 2022 to 2024. Landen holds insurance licenses in Arkansas and California. Outside of his professional work, Landen enjoys camping, motorcycles, outdoor adventures, skiing, soccer, and surfing.

Hiram Oakley is an Investment Solutions Representative III at Fidelity Investments, where he has been working since 2021. Over his tenure at Fidelity, Hiram has progressed through several roles, starting as a Customer Relationship Advocate and advancing through positions including High Net Worth Service Associate and various levels of Investment Solutions Representative. Throughout his career, Hiram focuses on assisting individuals and families with financial planning, emphasizing understanding clients' lives and collaborating with them to develop financial plans aimed at pursuing their goals. He aims to help clients feel confident and comfortable with their financial strategies. Outside of his professional work, Hiram enjoys camping, family activities, outdoor adventures, and reading.

Annie Driana Pikula is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at various Fidelity divisions since 2007, including Fidelity Brokerage Services LLC 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 charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Thomas DeVito is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He joined Fidelity in 2022 and has progressed through roles from Customer Relationship Advocate to Investment Solutions Representative across levels I to III before his current appointment. In his professional capacity, Thomas focuses on assisting clients in achieving financial security and prosperity by offering guidance in budgeting, investing, and wealth planning tailored to individual needs and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Thomas enjoys fishing, golf, and snowboarding.

Joshua Bonham is a financial advisor at Merrill with Series 65 and Series 66 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at Driven Investments, Zions Bancorporation, Columbia Sportswear Company, and Nike. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Petersen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank and various positions before entering the financial sector. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios and serves a broad range of investors.

Cosette Cole is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is registered as an agent for Rocky Mountain Burger Bus LLC, a business unrelated to investment advisory services. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Alyse Packer is a financial advisor at Fidelity with 12 years of industry experience. She holds a Series 66 designation and has worked at Fidelity in various capacities since 2014, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC, as well as a brief tenure at RBC Capital Markets. Outside of finance, she owns and operates a professional photography business, where she takes family portraits and teaches photography online. Fidelity’s affiliate 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 across a broad range of mutual funds, ETFs, and ETPs.

Kevin Hair is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Fidelity in various capacities since 2006, including roles at 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. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers formal advisory roles to multiple registered investment companies.

Cade Carter is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work includes roles at Vumerity, NFL Films, CBS, and Montage, along with several positions outside the financial sector. 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, offering model portfolios built from mutual funds, ETFs, and ETPs.

James Houston is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2019 and previously held roles at Lyons McCloskey LLC and Mainstreet Valuations LLC/RedBell Real Estate. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Griffin Haycock is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked for Mountain America Credit Union for five years and has experience in education with Granite School District. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research and quantitative analysis. The firm is notable for its use of systematic methodologies, algorithmic portfolio construction, and its role as an advisor to multiple registered investment companies and fund-of-funds.