Brigham Christiansen is a Financial Consultant currently working at Fidelity Investments since 2023. He partners with clients to develop financial plans aimed at achieving financial security and confidence regardless of market conditions. Prior to his current role, he served as a Senior Financial Consultant at E*Trade from 2018 to 2023. Brigham holds insurance licenses in Arkansas and California. Outside of his professional career, he engages in activities such as baseball, football, hiking, running, traveling, and spending time with family.

Cecilia Burridge is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Her prior roles include work with Enterprise Holdings and service in the Utah State Legislature. She has also been involved with the Daybreak Community Center (CCMC) and held positions at Utah State University departments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing multi-manager fund structures and its use of systematic methodologies and AI in portfolio development.

Parker Hammer is a financial advisor at Fidelity with a Series 66 designation. He joined Fidelity in 2025 and has prior experience at companies including Tailored Insurance Group and Avid Acceptance. 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 discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Jeremy Larson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alex Cavaness is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions with FBS LLC and the Utah Jazz/Larry H. Miller Sports and Entertainment, as well as an academic affiliation with the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles with registered investment companies, use of AI and algorithmic methods in research, and formal advisory capacities uncommon among large institutional peers.

Joshua Hakes is a Series 66 licensed financial advisor with two years of industry experience, currently with Fidelity in Salt Lake City, UT. His prior roles include positions at the Huntsman Cancer Foundation and various service and hospitality organizations. 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 deliver model portfolios and manage registered investment companies.

Denver Mendoza is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and over eight years of combined experience in financial services and retail industries. His prior roles include positions at Wells Fargo Bank, Famous Footwear, Blaze Pizza, and Papa Murphy's Pizza. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Harrison Hunter is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Wells Fargo, Fidelity Brokerage Services, Morgan Stanley, and Solomon Page. His career includes roles in both brokerage and advisory capacities across multiple financial institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor financial plans and portfolio management to client goals and risk tolerances.

Jeffrey Monson is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2008 to 2011. He also holds Series 63 and Series 66 licenses and acts as a power of attorney for his spouse in a non-investment-related capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Rita Heagren is a financial advisor with Primerica Advisors in Bountiful, UT, holding Series 63 and Series 65 credentials and 13 years of industry experience. Her career includes roles at Osher and PFS Investments Inc., alongside a long tenure with Primerica Financial Services and extensive experience in the Granite School District. Outside of finance, she owns DK Creatives, LLC, a photography and woodworking business, and RGH Bookkeeping. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

T Lindsey Davis is a Financial Consultant at Fidelity Investments, a position held since 2011. In this role, Davis partners with individuals, families, and businesses to develop customized financial and retirement plans tailored to clients' specific needs. The approach emphasizes understanding clients' risk tolerance and investment strategies, aiming to build lasting, multi-generational relationships based on trust and client service. Davis has extensive experience within Fidelity Investments, having held various roles since 1999, including Workplace Representative, Proactive Investment Sales Associate, and Associate Retirement Service Representative. This broad background supports expertise in retirement planning and investment services. Davis holds insurance licenses in Arkansas and California. Outside of professional responsibilities, Davis enjoys activities such as camping, family activities, football, gardening, hiking, and traveling.

Whitley Clemente is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Fidelity, Clemente held roles at several companies including Marriott Vacations Worldwide and IHOP. Outside of financial advising, Clemente works as a woodworker, creating planter boxes during off hours. 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 a variety of portfolios, including model-driven funds and advisory mandates.

Mark Faler is a financial advisor with LPL Financial in Bountiful, Utah, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 2003. Aside from his advisory role, he is involved in outside sales of non-variable insurance and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Veronica Montoya is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Inc. outside of her current roles within Fidelity. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Adam Tyler is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2018 and previously at Allstate Insurance from 2014 to 2018. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs.

Matthew Bloye is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo in various roles since 2000. He serves as a board member of the Utah Bankers Association, participating in discussions on the state of banking in Utah. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines in-house research and third-party analytics to provide diversified investment solutions while supporting a broad range of financial products through affiliated bank and insurance channels.

Gregory Buhr is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 16 years of industry experience. He has worked at various Fidelity entities since 2012 and previously worked at Edward Jones from 2009 to 2012. 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, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple asset classes.

Jacob Delfin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Sundance and Vivint from 2015 to 2021. He is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC offers 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 discretionary and non-discretionary portfolios, and it serves as an advisor to multiple registered funds.

Jeffrey Shrives is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Key Investment Services from 2016 to 2023. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Jayden Jensen is a financial advisor at Fidelity with a Series 66 credential and one year of experience in investment management. His prior work experience includes roles at Southwest Airlines and in real estate with eXp Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, its registration with the CFTC as a commodity pool operator, and its advisory role to multiple registered investment companies.