Scott Clark is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and 10 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, supporting its advisory and fund management activities.

Asma Ul Husna Nordin is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has prior work experience at RHB Group, Maybank Berhad, Universiti Putra Malaysia, and CIMB Bank. 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 employs proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios, often delegating management to sub-advisers while overseeing share class allocations and potential conflicts of interest.

Chad Barber is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2014, progressing through multiple positions including PAS Investment Consultant III, Workplace Planning Consultant II, Stock Plan Consultant, and Customer Relationship Advocate. Prior to his tenure at Fidelity, he worked as a Loan Officer at Goldenwest Federal Credit Union from 2010 to 2014. Chad holds insurance licenses for Arkansas and California, which support his work in financial consulting. He partners with clients to understand their priorities and collaboratively works toward their financial peace of mind. Outside of his professional responsibilities, Chad is a family-oriented individual who enjoys spending time supporting his two children. His personal interests include activities such as beach outings, camping, football, golf, and general family activities.

Regan Hansen is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2015 in various roles including Planning Consultant, Investment Management Consultant, and Portfolio Specialist. He focuses on helping clients understand their financial goals and works with them through comprehensive planning and implementation to strive toward their desired lifestyle in retirement. Regan holds an MBA and maintains insurance licenses in Arkansas and California. His experience spans multiple facets of financial consulting, including workplace planning, investment solutions, and 529 college savings plans. Outside of his professional work, Regan spends time with his wife and three children and engages in activities such as biking, fitness, outdoor adventures, and volunteering.

Rob Suman is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2000 and has accumulated extensive experience in retirement planning and investment strategies. Rob works primarily with high net worth clients over the phone, focusing on understanding their needs before providing financial advice. Rob began his career in the financial industry in 1999 at Heritage Financial. He joined Fidelity Investments in 2000 and progressed through various roles, including Investment Consultant and Service Representative, before becoming a Financial Consultant in 2005. He earned his MBA with an emphasis in financial planning in 2006. Rob holds insurance licenses in both Arkansas and California.

Shelby Poulton is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. She holds the Series 65 and Series 63 designations and has been with Wells Fargo Bank since 2021. Prior to her financial services career, she worked in retail at Game Stop, Box Lunch, and Hot Topic. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Graham Bailey is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles across various sectors such as pest control, education, and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model investment solutions.

William Kennedy is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory work, he serves as an Independent Contractor officiating football and basketball for the Utah High School Athletic Association and acts as the Varsity Offensive Coordinator for the football team at Ben Lomond High School. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Sydney Anderson is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Outside of her advisory role, she teaches dance several times a year as an independent contractor for Dance Dynamics. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and advise on investments, including model portfolios for Fidelity Institutional Wealth Adviser.

Ben Barlow is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been associated with multiple Fidelity entities since 1997, including Strategic Advisers since 2003 and 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 registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies with a distinctive role in proxy voting and governance.

Lauren Davis is a financial advisor with Fidelity Investments based in Salt Lake City, UT. She holds a Series 66 designation and has two years of industry experience. Prior to joining Fidelity, she held roles at Chartway Federal Credit Union and Northwestern Mutual. Outside of finance, she previously operated a piano studio. 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. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies in portfolio management.

Allison Osgood is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at U.S. Bancorp Investments, Securities America, and Smedley Financial Services before joining LPL Financial and Zions Bank in 2024. 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 representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Bacon is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He previously worked at Zions Direct for 32 years before joining Fidelity. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction and serves as an advisor to multiple registered investment companies while delivering model portfolios through Fidelity Institutional Wealth Adviser.

Kent Thai is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has been with Fidelity Investments since 2025. His previous work experience includes roles at Yuteai LLC, Nordstrom, Target, Zara, Domino's, Jordan River Insurance, and the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Justin Adams is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. He has worked with Wells Fargo Bank since 2005 and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Daren Jepson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has been with Fidelity since 2005, progressing through roles including Financial Representative, Investments Representative, Fixed Income Specialist, and various consultant positions before his current role. Throughout his career, Daren has developed extensive experience in financial consulting, focusing on crafting and executing personalized strategies that align with clients' financial goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Daren enjoys football, hiking, horseback riding, skiing, and tennis.

Keith Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Portfolio Specialist, Fixed Income Specialist, Retirement Planner, and High Net Worth Service Representative. With over a decade of experience in the financial industry, Keith works with individuals and families to develop and monitor holistic financial plans tailored to their preferences and goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Keith enjoys hiking, reading, running, sailing, skiing, and snowboarding.

Gordon Vetas is a financial advisor with Ameriprise Financial Services LLC, holding Series 66 and Series 63 designations and two years of industry experience. His prior roles include positions at Fidelity Investments and RBC Wealth Management, as well as entrepreneurial work in custom framing and gallery management. Ameriprise is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Spencer Davies is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at U.S. Bank and Utah Community Credit Union. Outside of finance, he was briefly involved with Mom's Place Gluten Free, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers a range of products through its broader broker-dealer and banking organization.

Sonia Thorne is a Wealth Management Planning Consultant at Fidelity Investments, where she has been serving since 2017. In this role, she is part of a team dedicated to delivering personalized wealth management services, focusing on creating comprehensive strategies to help clients grow, preserve, and transfer their wealth across generations. Sonia has extensive experience in the financial services industry, having held various positions at Fidelity Investments since 1993, including Central Relationship Manager, Fixed Income Specialist, Self Directed Brokerage Representative, and Financial Representative. She holds a California Insurance License. Outside of her professional career, Sonia's interests include family activities, reading, traveling, and volunteering.