Tyler Nichols is a CFP® professional with 20 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Nichols is president of Arrowsmith Management, Inc., where he helps manage his financial planning practice. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jacob Berner is a Series 66-licensed financial advisor with Ameriprise in Midvale, Utah, and has 14 years of industry experience. He previously worked for Edward Jones for 10 years before joining Ameriprise in 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, using investment research and algorithmic tools to address income strategies and tax-aware withdrawals.

Sidney Groutage is a financial advisor at LPL Enterprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he serves on the advisory board of the Utah Chapter of the American Cancer Society and is Assistant Stake Clerk for Finance at the Salt Lake Cottonwood Stake of The Church of Jesus Christ of Latter-Day Saints. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Cynthia Mchenry is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds Series 63 and Series 65 credentials and has 31 years of industry experience. She has worked at Wells Fargo Bank since 2003 and with Wells Fargo Clearing since 2016. 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 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.

Max Bautch is a Financial Consultant at Fidelity Investments, where he partners with clients to create and implement financial plans and investment strategies. He focuses on aligning finances with clients' goals, dreams, and overall life purpose. Max has held various roles at Fidelity Investments since 2021, including Planning Consultant and Workplace Planning Consultant. Prior to joining Fidelity, he worked as a Direct Lending and Mortgage Representative at U.S. Bank and as a Financial Analyst at Sterling Management. He holds insurance licenses in Arkansas and California. Outside of his professional career, Max enjoys camping, golf, skiing, and yoga.

Siraj Alsamarrai is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously volunteered at Car Bazaar Inc. from 2021 to 2023. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor and manager to multiple funds and intermediaries.

Tyler Rasmussen is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this capacity, he collaborates with individuals and families to develop financial plans tailored to their unique goals. Tyler's experience at Fidelity Investments spans several positions, including Investment Solutions Representative III from 2024 to 2026, Investment Solutions Representative II from 2023 to 2024, Fixed Income Specialist from 2021 to 2023, and High Net Worth Service Associate II from 2018 to 2021. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Tyler's personal interests include biking, family activities, fitness, hiking, swimming, and traveling.

Breagan Webb is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. Webb has been with Ameriprise and its affiliated entities since 2006. Outside of advisory work, Webb is involved with Elevate Management, LLC, a business focused on managing payroll and office expenses. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Hiedie Shields is a Financial Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity Investments since 2000, gaining extensive experience through various positions including Annuity Planning Consultant, Annuity Service, Retirements Representative, and Service & Trading. Her expertise encompasses annuity planning and retirement services, supported by her insurance licenses in Arkansas and California. Hiedie works closely with her clients to develop personalized financial plans based on trust and ongoing collaboration. Outside of her professional career, Hiedie has personal interests that include attending concerts, participating in social events with friends, music, parenthood, pets, and singing.

Monte Zeyer is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked for Nu Skin Enterprises, Inc. for 26 years. 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, including model portfolios built from mutual funds, ETFs, and ETPs.

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 in various roles at Fidelity since 2016, including positions with Fidelity Brokerage Services, LLC 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 fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as a registered commodity pool operator with notable advisory roles to multiple registered investment companies.

Tyler Hadley is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Altura Financial Advisors and LoanPro. In addition to his advisory role, he is an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party managers across discretionary and non-discretionary program structures.

Robert Roane is a financial advisor at Fidelity with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity and its affiliates since 2017, following prior roles at Morgan Stanley from 2004 to 2017. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Taralee Sundberg is a Series 65-licensed financial advisor at Edelman Financial Engines with nine years of industry experience. She has been with the firm and its prior iteration, Financial Engines Advisors L.L.C., since 2016. Sundberg is based in Salt Lake City, UT. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment solutions.

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 in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and with Wells Fargo Bank NA since 2000. Outside of his advisory role, Logan has worked as a grocery assistant at Lee's Market Place in Heber City, UT. 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 combines internal research and third-party analytics to deliver managed investment solutions, operating at scale with more than 14,000 financial advisors and approximately $671 billion in assets under management.

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.