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.

Michael Olsen is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Salt Lake City, Utah, and has 16 years of industry experience. His prior work includes roles at Valic Financial Advisors, Morgan Stanley, Harrisdirect LLC, and Edward Jones. Outside of his advisory work, he owns a business specializing in outdoor residential irrigation repair and maintenance. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Carly Seely is a financial advisor at Fidelity with 20 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity and its related affiliates since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managed portfolios utilizing quantitative analysis, algorithmic construction, and oversight of affiliated sub-advisers.

Vincent Lopez is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked across various Fidelity divisions, including Brokerage Services, Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with involvement in commodity pool operations and formal advisory roles to multiple funds.

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 Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity Investments in 2022, he held positions at Utah Valley University and Preventive Pest Control, among others. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Samuel Snow is a financial advisor with Raymond James Financial Services Advisors, Inc. in Salt Lake City, UT, holding Series 65 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for 11 years. Outside of his advisory role, Snow is involved as an officer and owner in several management companies including STS Wealth Management and Williams, Snow, Belote. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports various advisory programs and institutional portfolio management across a large 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.