Michael Weston is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 credentials and having two years of industry experience. His prior work includes roles at LifeVantage and Cancer Treatments, as well as work in clean energy and community service. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also uses algorithmic methods and AI technologies in its investment research and serves as a formal advisor to multiple registered investment companies.

Matthew Mccann is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often employing affiliated or unaffiliated sub-advisers in its process.

Joshua Ullery is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at Clearhome, Vivint Solar/Sunrun, Alder Home Security, and several other companies across different sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios composed of mutual funds, ETFs, and ETPs through systematic methodologies.

Cory Devaney is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 designations and has worked across multiple Fidelity entities since 2014. Outside of his advisory role, he engages in reselling collectible cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Scyanne Fuller is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and previously worked at Fidelity Investments LLC and the University of Utah. Outside of finance, she has been involved with The Coffee Garden. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Joseph Novick is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has been active in the financial industry since 2025. His prior experience includes roles at Corporate Debt Advisors, Novick Consulting, LLC, and GoHealth, among others. 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 through a large network of advisors and combines research from internal and external sources to support its investment strategies.

Cristian Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked at Uber Eats and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services for retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various divisions of Fidelity since 2011, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research, quantitative analysis, and systematic methodologies. The firm also serves as an advisor to multiple registered investment companies and employs algorithmic and AI-driven approaches in its investment process.

David Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Fidelity entities since 2000. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering systematic model portfolios and managing relationships with sub-advisers.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Chelsey Packer is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. She has worked at Wells Fargo Clearing since 2022 and has been with Wells Fargo Bank, N.A. since 2019. Prior to her financial services career, she was employed by The Church of Jesus Christ of Latter Day Saints and the YMCA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options.

Cecilia Anthony is a financial advisor at Fidelity with Series 63 and Series 66 credentials and eight years of industry experience. She has worked at Fidelity Brokerage Services LLC since 2018 and has additional background in the arts, running an art and writing business focused on creating content for her personal website and the subscription platform Medium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mark Mccleery is a financial advisor at Fidelity with a Series 66 designation and recent entry into the industry. Prior to joining Fidelity, his work history includes positions at Northrop Grumman and the U.S. Department of Defense. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and AI-driven research tools in its investment process.

Jason Troth is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been associated with various Fidelity entities since 2006, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Strategic Advisers LLC, a Fidelity Investments company where he works, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies with a noted use of AI and systematic methodologies.

Dom Hebert is Vice President and Wealth Management Advisor. He has been in the financial services industry since 2007, holding various roles including Financial Advisor at Merrill Lynch and Advisor Consultant at BlackRock Investments. From 2014 to 2026, he served as Vice President and Executive Planning Consultant at Fidelity Investments. He holds insurance licenses in Arkansas and California. Dom's approach centers on building relationships by deeply listening to clients and connecting financial decisions to their family values and legacy. He aims to make complex planning thoughtful, coordinated, and approachable. His personal interests include biking, outdoor adventures, skiing, and traveling.

Durian Spagnuolo is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, Durian worked at the University of Louisville and The Brown Hotel. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Travis Gray is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior firms include Morgan Stanley Smith Barney LLC and Alpha Warranty Services. Outside of finance, he operates Graystone Studio, LLC, selling handmade jewelry online. 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 offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and modern investment strategies.

Sarah Cook is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Intercap Lending Inc and Academy Mortgage Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

William Allen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. 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 data.