Aleah Horsley Updike is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Cyprus Credit Union for five years and has professional experience spanning various industries including hospitality and education. Fidelity’s affiliate, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and delivers model portfolios to intermediary platforms.

Noah Packer is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at American Express and Koch Ag and Energy Solutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios constructed from mutual funds, ETFs, and ETPs.

Andrew Chang is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing Services LLC since 2021. His prior experience includes roles at Amazon, the University of Utah, and Digital Ontelligence Systems LLC, where he has been engaged concurrently since 2021. 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.

Perry Slagowski is a Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop personalized financial plans that align with their individual goals, needs, and concerns. He conducts regular reviews and updates to ensure these plans remain effective and responsive to changing circumstances. Perry has been with Fidelity Investments since 2013, holding various positions including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Full Equity Trader. His experience spans a range of financial services and investment roles, providing him with a comprehensive understanding of client financial planning and investment strategies.

Cheri Johnson is a financial advisor at Fidelity with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has worked in various capacities at Fidelity since 2006. Fidelity’s Strategic Advisers LLC provides 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, and is noted for its use of AI-driven methodologies and its advisory role to multiple registered investment companies.

Richard Chan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2021 and previously at Walgreens from 2014 to 2020. Outside of his advisory role, he works part-time as a delivery driver for Uber Technologies. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Thanya Mendoza is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Solera National Bank and various healthcare and educational organizations. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to several registered investment companies.

Mark Dewyze is a CFP® credentialed financial advisor with 13 years of industry experience, currently working at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments and its affiliated divisions since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Makade O'brien is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Fidelity, O'Brien worked at Diamonds Greenhouse and Red Rock Pharmacy. Outside of advisory work, O'Brien owns and oversees New Nation Manufacturing LLC, a manufacturing and sourcing business based in Utah. Fidelity’s Strategic Advisers LLC provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and model strategies.

Kimberly Smith is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She previously worked at Merrill Lynch for 14 years before joining Raymond James in 2021. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, and offers financial planning, investment consulting, and municipal advisory services.

Jess Hansen is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He previously worked at Fidelity Investments for 18 years and has also been affiliated with Zions Bank since 2017. Hansen teaches online courses at Brigham Young University. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Caleb Mc Farland is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked at CUSO Financial Services, LP and Powerhouse Floor Removal. Outside of his advisory role, he has managed a small-scale real estate rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with access to diversified model portfolios and research.

Andrew Patch is a financial advisor at Merrill with Series 66 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Investments for five years and has held roles at Morgan Stanley/E*TRADE, Target, and America First Credit Union. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual, high-net-worth, and institutional clients.

Michael Roy is a financial advisor with Merrill in Salt Lake City, UT, holding a Series 66 designation and seven years of industry experience. He previously worked at RBC Capital Markets, LLC from 2016 to 2024 before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Daniel Milligan is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and is based in Salt Lake City, UT. Milligan has been affiliated with Fidelity Brokerage Services since 2008 and joined Fidelity Investments in 2025. Fidelity’s affiliate, 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, with distinct activities such as commodity pool operation and use of AI in investment research.

Scott Hall is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at BYU Dining Services and BYU Testing Center. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Davila is a financial advisor with Fidelity in Salt Lake City, UT. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity in 2025, he worked at KeyBank National Association for seven years and held roles at Express Fashion Operations. Outside of his advisory work, he serves as Treasurer and board member of the Bonneville Tower Condominium Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Thomas Quitasol is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity in various capacities since 2015. Outside of his advisory role, he is a partner in an LLC focused on property management. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jonathan Holmes is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2023, following a decade at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investable strategies.

Ryan Fowler is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and over 26 years of industry experience. He has worked with various Fidelity entities since 2013, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Outside of his advisory role, he is involved in a Turo car-sharing sole proprietorship managed by his spouse. 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 supports a range of strategies, including discretionary and non-discretionary management, fund advisory, and model portfolio delivery.