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.

Noah Jackson is a Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, Financial Representative from 2017 to 2018, and High Net Worth Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Representative at MetLife Premier Client Group in 2015 and as a Division Leader at Primerica in 2015. Throughout his career, Noah has focused on helping clients achieve their financial goals by co-creating sound financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Noah enjoys camping, family activities, exploring food, football, hiking, and outdoor adventures.

Ikechukwu Ezugwu is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, Wfgia, and Managed Wealth Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and delivers periodic, non-discretionary recommendations tailored to clients’ Ameriprise-managed accounts.

Bradford Murray is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity in 2025, he held various roles including positions at the ENT Center and Allergy Associates of Utah. 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 portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and oversight controls.

Kyle Graham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Prior to joining Fidelity, Kyle gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021. Kyle holds insurance licenses in Arkansas and California. He emphasizes a personalized approach to financial planning, working to understand each client's unique financial goals and co-creating plans that help clients feel confident and comfortable. Outside of his professional work, Kyle engages in board games, family activities, and plays musical instruments. He is also involved in parenthood.

Jeffrey Castolene is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. He has been with Primerica Advisors since 1991 and Primerica Financial Services since 1989. Outside of his advisory role, he is the owner of Teresa A. Castolene, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Ethan Nakaya is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at various companies including Davidson Defense Inc. Outside of his advisory work, he builds custom headlights for off-road vehicles as a freelance hobby. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a wide array of investment strategies.

David Garriott is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Fidelity entities, including Fidelity Brokerage Services 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 registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, with a focus on oversight and addressing conflicts of interest.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. Her career includes long tenures at Merrill and Bank of America prior to joining Raymond James. Outside of advising, she is a joint owner of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by research and a range of portfolio management strategies.

Eddie Snow is a CFP® with 27 years of industry experience, currently an advisor at Charles Schwab since 2022. His prior roles include positions at Royal Alliance, Signal Wealth Advisors, CWM, LLC, Cetera Advisor Networks, Rock House Financial, and United Planners' Financial Services. Outside of advisory work, he has operated as an independent insurance agent specializing in non-variable life insurance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing multi-asset model portfolios and a centralized operational structure.

Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Fidelity, he held various roles including positions at InstaCart, Vivint, and Generation Floors. Outside of his advisory work, he occasionally works as an independent contractor for Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of model portfolios.

Brian Wells is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Wells has been with Fidelity Investments and its affiliated advisory divisions since 2012. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Shane Johnson is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with Strategic Advisors Inc. and Fidelity Brokerage Services since 2008 and has worked with Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, 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 fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services and managing model portfolios across various investment vehicles.

David Shipley is a financial advisor with LPL Financial in Salt Lake City, UT. He holds the CFP® designation and has 22 years of industry experience. He has worked at Zions Bank and LPL Financial since 2015. Shipley serves as an adjunct professor teaching online finance classes and has been a member of the Provo City Council since 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Kyden Lee is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2025. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Lee held positions at Evercore Inc. and Portfolio Advisors LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

David Norton is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Norton is also affiliated with the University of Utah. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process, offering services such as discretionary portfolio management and fund advisory.

Hunter Smith is a Financial Consultant I at Fidelity Investments. In this role, he partners with clients to support their financial decision-making, focusing on strategies that align with their individual goals and values. He emphasizes ongoing collaboration and personalized guidance to help clients manage financial opportunities and challenges while maintaining their long-term vision. Hunter began his career at Fidelity Investments as a Workplace Planning Consultant in 2022, advancing to Planning Consultant in 2024 before assuming his current role in 2026. He holds insurance licenses in Arkansas and California, enabling him to offer a range of financial planning services. Outside of his professional work, Hunter enjoys baseball, golf, movies, museums, and parenthood.

Isaiah Tauati is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at Brigham Young University and NorthStar Home Security. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.