Dallin Hunt is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 designations and four years of industry experience. He has worked with Fidelity Investments since 2021 and Simmer LLC since 2019. Prior to his advisory roles, he was employed at BYU-Idaho Library from 2015 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio solutions. The firm combines fundamental research with quantitative analysis and employs algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Danielle Edwards is a Financial Consultant currently working at Fidelity Investments since 2022. She has been advising clients for over 16 years, with experience spanning both full-service planning and discount brokerage environments. Danielle focuses on supporting clients with financial planning, investment strategy, cash flow generation, wealth accumulation, protection strategies, and tax-efficient investing. Her professional experience includes roles as a Financial Consultant at E*TRADE from Morgan Stanley from 2017 to 2022, a Financial Advisor at Cambridge Financial Services from 2014 to 2017, and a Financial Advisor at Waddell & Reed from 2010 to 2014. Danielle holds a California Insurance License. Outside of her professional work, she has interests in boating, football, music, outdoor adventures, photography, and traveling.

Joseph Borg is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. He previously worked at Goldman Sachs for three years and has been with Wells Fargo Bank since 2018. 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 combines research from its Wells Fargo Investment Institute with third-party analytics to support its investment decisions.

Seth Gardner is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 66 and Series 63 designations and has two years of industry experience. Prior to joining Fidelity, he held roles at companies including WEX Inc and Uber Technologies, Inc. Outside of his advisory work, Gardner is involved in several entrepreneurial and delivery roles, including managing a small crypto mining business and serving as a live auctioneer for a livestream auction platform. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct systematic model portfolios from a broad investable universe, supporting both discretionary and non-discretionary advisory mandates.

Nathanael Thacher is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2011. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and serves in advisory and fund management roles with established governance procedures.

Nathan Embrey is a financial advisor with Fidelity Investments in Salt Lake City, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at several firms across various industries, such as insurance and technology. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

John Paulus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at North Star Resource Group, Securian Financial Services, CRI Securities, and Minnesota Life Insurance Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, 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 the Wells Fargo Investment Institute.

Sarah Knox is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes nine years at Wells Fargo Clearing and two years at WELLS FARGO Advisors, LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and consulting through a variety of portfolio management styles and provides municipal advisory services alongside its broad range of affiliated research and investment options.

Michael Peirce is a financial advisor at UBS Financial Services with 24 years of industry experience. He holds a Series 66 designation and has been with UBS since 2014. Outside of his advisory role, he is the proprietor of Eednar LLC, a private business. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Connor Patterson is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes roles at Coordinated Insurance, FBl Marketing Services, Fbl Financial Group, and Glacier Hospitality LLC, among others. He is also a co-founder and partner of Pulse Home Technology, where he leads networking efforts. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jacob Wamsley is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at Fidelity Investments and Northwestern Mutual, as well as work with Strata Fund Solutions. Fidelity’s 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 noted for its use of systematic methodologies, model portfolios, and its regulatory registrations that support a diverse range of advisory activities.

Vedran Josipovic is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 credential and has worked previously at Uber and Wells Fargo Advisors. Outside of finance, he has experience managing businesses in the service and food sectors, including Wasatch Deli Provisions and Fabulous Freddy's Carwash. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios featuring mutual funds, ETFs, and ETPs.

Elizabeth Harrison is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked at the Church of Jesus Christ of Latter-day Saints and has been involved with the American Expression of Dance since 2017. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Matthew Hale is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Northwestern Mutual, foreUP Golf Software, Bridgecrest, National Bank of Arizona, and Sunergy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across various asset classes.

Allen Mcneal is a Series 66-licensed financial advisor with UBS Financial Services in Salt Lake City, UT, where he has worked since 2008. He has 17 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and research resources to its clients.

Cory Fillmore is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity since 2011. Outside of his advisory role, he pursues photography on a limited basis, focusing on family photographs for friends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.

Austin Gardiner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Hewlett-Packard from 2007 to 2020 and held roles at Xerox and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm providing 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Stephanie Torosian is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 designations and bringing 18 years of industry experience. Her work history includes roles at Wells Fargo Bank, Douglas C. Lane & Associates, and Bruderman Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Jenkins is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2008 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

John Ferrier is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His career includes long tenure at Fidelity Brokerage Services and roles at Morgan Stanley, E*Trade Securities, SoFi Wealth, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.