Preston Dailey is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His background includes previous roles outside finance, such as lawn care and community service with the Church of Jesus Christ of Latter Day Saints. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, model portfolios, and formal advisory roles to multiple registered investment companies.

Ricardo Merida is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 2016. Merida 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 Gift Funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts and is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Tyler Hadley is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked at firms including Altura Financial Advisors and LoanPro. Hadley also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a broad client base including individual investors and institutional accounts, offering various portfolio management and financial planning services through a large nationwide network of independent advisors.

Robert Roane is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Morgan Stanley Smith Barney. Roane has been with Fidelity in various capacities since 2017. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Taralee Sundberg is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has worked at Financial Engines Advisors and its related entities since 2016. Sundberg is based in Salt Lake City, UT. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term strategies.

Benjamin Willis is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation. He started his advisory career with Fidelity in 2025 and has prior experience working in diverse roles across education, landscaping, and catering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad clientele, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Ryan Griffiths is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans designed for long-term success. His approach emphasizes enduring principles that help clients take intentional actions and avoid costly mistakes throughout different life stages. Ryan has extensive experience within Fidelity Investments, having held several roles since 2009. His positions include Team Leader in Workplace Planning and Advice, Team Leader in Service, Senior High Net Worth Service Specialist, and Private Client Group Relationship Manager. He holds insurance licenses in Arkansas and California. Outside of his professional work, Ryan enjoys cooking and baking, participating in family activities, fishing, football, and outdoor adventures.

Simon Logan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he works as a grocery assistant at Lee's Market Place in Heber City, UT. 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 a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Karsten Thompson is an Investment Consultant at Fidelity Investments, where he has been working since 2026. He has progressed through various roles within the company, including Investment Solutions Representative III in 2025-2026, II in 2024-2025, and I in 2023-2024, as well as Customer Relationship Advocate from 2022 to 2023. Karsten is dedicated to supporting individuals and families in their financial planning by understanding client needs and collaborating to create tailored plans that help pursue their financial goals. He aims to help clients feel confident and comfortable with their financial strategies. Karsten holds insurance licenses for Arkansas and California. Outside of his professional responsibilities, he enjoys family activities, hiking, reading, running, and skiing.

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 financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Bank and Wells Fargo Clearing Services since 2016. Outside of his advisory role, he owns and operates a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Carly Seely is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2013. 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 combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing model portfolios and a range of investment vehicles tailored to long-term asset allocation benchmarks.

Vincent Lopez is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 1993. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios consisting of mutual funds, ETFs, and ETPs.

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 at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2022. His prior work includes roles at Utah Valley University, Preventive Pest Control, Salt Lake City Community College, Stout Building Contractors, The Church of Jesus Christ of Latter Day Saints, and Bountiful High School. 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 model portfolios across mutual funds, ETFs, and ETPs.

Samuel Snow is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds the Series 66 and Series 65 credentials. Prior to joining Raymond James in 2025, he spent 11 years with J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. Snow is also involved in several business ventures in Salt Lake City, serving as CEO or officer for multiple support companies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, pension plans, and institutional investors. The firm offers tailored, non-discretionary advisory solutions using analytical tools and supports institutional consulting and 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 at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been affiliated with various divisions of Fidelity since 2007. 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios across mutual funds, ETFs, and ETPs.