Kristen Ehringer is a financial advisor at Fidelity with 16 years of industry experience and holds the Series 66 designation. Her prior work includes roles at Aquire Wealth Advisors and PNC Investments. She is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse set of clients, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and deliver model portfolios.

Chase Crockett is a financial advisor with J.P. Morgan Securities based in Salt Lake City, UT, holding a Series 66 designation and two years of industry experience. His work history includes roles at JP Morgan Private Bank, Fidelity Investments, Merrill Financial Associates, and founding Focused Capital. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, delivering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, offering recommendations that may incorporate an ESG eligibility framework.

Neftali Hernandez is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation and fiduciary management for retirement accounts.

Cole Barber is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Morgan Stanley for three years before joining Wells Fargo. 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.

Luis Iniguez is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His work history includes roles at Fidelity Investments since 2021, Northwestern Mutual, and prior experience in the hospitality sector. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jennifer Bearnson is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 17 years of industry experience. She has been with RBC Capital Markets Corporation since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Katie Duckworth is a Series 66 licensed advisor with one year of industry experience, currently with J.P. Morgan Securities in Salt Lake City, UT. Her prior work includes roles at Nordstrom Inc, Corient Services LLC, and Brigham Young University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michael Weston is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at LifeVantage and involvement in cancer treatment initiatives. Fidelity’s Strategic Advisers LLC subsidiary offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles.

Matthew Mccann is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity Brokerage Services LLC since 2004. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds and ETFs, with distinctive features including registration as a commodity pool operator and the use of AI-driven research methods.

Joshua Ullery is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has four years of industry experience. His prior work includes roles at Clearhome, Vivint Solar/Sunrun, Alder Home Security, and several other companies. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in research as well as its advisory roles to multiple registered investment companies.

Cory Devaney is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and 12 years of industry experience. He has worked across various Fidelity entities since 2014. Outside of his advisory role, he resells collectible cards on a part-time basis. He is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Scyanne Fuller is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and previously worked at Fidelity Investments LLC and the University of Utah. Outside of finance, she has been involved with The Coffee Garden. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory.

Tyler Lamprecht is a Series 66-licensed financial advisor with Wells Fargo Advisors in Salt Lake City, UT, bringing 24 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as an executor for his father’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and sports & entertainment planning.

Joseph Novick is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Corporate Debt Advisors and Novick Consulting, LLC. He has also worked with organizations such as the American Cancer Society and Michigan State University. 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 and analytics from Wells Fargo Investment Institute.

Cristian Hernandez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in various service and delivery roles, including at Uber EATS and DoorDash. 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 across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

David Moser is a Planning Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026 and served as a Member Experience Officer at Mountain America Credit Union from 2022 to 2023. In his professional work, he collaborates with clients to develop disciplined financial plans tailored to their short-term and long-term goals. He emphasizes building strong, long-term relationships founded on trust and integrity, not only with clients but also their close family and friends. David holds insurance licenses in Arkansas and California. Outside of his professional commitments, he has interests in boating, camping, family activities, and football.

Tyson Case is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, blending proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Michael Gourley is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His career includes multiple tenures with LPL Financial as well as work with Securities America Advisors and Mass Mutual Investors Services. Outside of advisory roles, he has involvement in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a wide range of financial planning and asset management services through a large network of investment adviser representatives.

David Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2000. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates, including model portfolios supported by AI and systematic methodologies.

Joshua Peterson is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his career in 2025. Prior to joining Fidelity, he worked in various roles including independent contracting for DoorDash and leadership positions in small businesses. 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 across mutual funds, ETFs, and ETPs.