Nicholas Muro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. His prior work history includes roles at Geneva Financial, Wells Fargo Clearing, and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Ben Blake is a financial advisor with Robert W. Baird & Co. based in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at Zions Bank, LPL Financial, LLC, and Zions Capital Advisors, Inc. Blake is also a board member and owner of a rental property. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, with a notable emphasis on manager selection, tax management, and the use of internal research tools.

Ronald Hunt is a financial advisor with LPL Financial in Farmington, UT, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Northwestern Mutual and its affiliated entities from 1996 to 2026. 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, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Edwin Solorzano is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank, N.A. since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and third-party analytics.

Matthew Braun is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Wells Fargo Advisors Financial Network, he worked at Idaho First Bank and Wells Fargo Clearing Services. He has also been employed in diverse roles outside finance, including at Crane Creek Country Club, Boise State University, and Central Oregon Community College. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu leveraging proprietary research and tools, serving clients through tailored recommendations delivered in discrete planning engagements.

Lori Latey is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios that incorporate mutual funds, ETFs, and ETPs.

Fernando Cortez is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His work history includes multiple roles within Fidelity Investments since 2022 and prior experience as a full-time student. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a research-driven investment process that incorporates quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Carlos Riquelme is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and various other businesses. 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 diversified model portfolios and funds.

Devon Gannon is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Fidelity in 2020, he worked at JP Morgan Chase Bank and has experience in education and the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of investment vehicles.

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 with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with various divisions of Fidelity since 1998. Outside of his advisory role, he owns PowerHouse Real Estate, a leasing business based in Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and model portfolios constructed using proprietary research, quantitative analysis, and systematic methodologies.

James Lata is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Micah Pelletier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 designations and five years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also 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, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, relying on research and diversification principles to evaluate investment options.

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 at Fidelity with Series 66 and Series 63 certifications and one year of industry experience. Prior to joining Fidelity, Avery worked at Prime Corporate Services and has held various positions in marketing and other industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Hunter Nielson is a financial advisor at Fidelity with Series 66 and Series 63 licenses. He has been with the firm since 2025 and has prior experience at Wasatch Land and Title Agency and several other companies. Outside of financial services, he has been involved in a mobile detailing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.