Michael Sampson is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has been associated with various Fidelity entities since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management along with fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction and maintains formal advisory roles with multiple registered investment companies.

Andrew Nygren is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Based in Salt Lake City, UT, he currently serves at Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, and it maintains oversight and governance protocols distinctive among large institutional peers.

Graydon Wood is an Investment Consultant currently working at Fidelity Investments since 2025. He has previously held positions as Assistant Vice President and Financial Advisor at Merrill Lynch Wealth Management from 2022 to 2025, and as a Financial Professional at Equitable from 2021 to 2022. Graydon holds a California Insurance License. Graydon's approach to financial advising emphasizes listening and understanding client values to build tailored plans and strategies. His experience spans various facets of investment consulting and financial advising, reflecting his commitment to helping clients achieve confidence and intentionality with their finances. Outside of his professional work, Graydon enjoys biking, camping, hiking, skiing, traveling, and volunteering.

Aubree Pendleton is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 63 designation and has worked previously at Baird, Morgan Stanley, E*Trade Securities, and Discover Financial Services. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Clark is a Series 66-licensed financial advisor with Edward Jones, based in Kaysville, Utah. He has 13 years of industry experience and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeremy Taylor is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1999. Outside of his advisory role, Taylor is the author of a book titled "The Red Sock Mindset" and is involved in a personal business renting recreational equipment. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and develops model portfolios that leverage a systematic, long-term asset allocation approach.

Luke King is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity and its affiliated entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers 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 systematic methodologies to construct model portfolios using mutual funds, ETFs, and ETPs, and it is involved in commodity pool operations and fund advisory services.

Logan Pia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, Pia worked at the University of Utah and Salt Lake Community College and was employed by United Parcel Service. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also has a notable role in managing fund advisory services and developing model portfolios utilizing systematic methodologies and long-term asset allocation benchmarks.

Robert Jarman is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he was a partner in a food service catering business, J & E Urban Eats LLC. Strategic Advisers LLC, a Fidelity Investments company, provides 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.

Ammon Gibb is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. His prior experience includes freelance work and positions at Total Client Connect and Advanced Reporting Solutions. Outside of finance, he has worked with Strap Tank Brewery. 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 combines proprietary research with quantitative analysis and algorithmic portfolio construction to manage a diverse range of portfolios.

Brandon Kidd is Vice President, Wealth Planner at Fidelity Investments. He works with self-directed investors to develop comprehensive wealth plans aimed at helping them achieve their long- and short-term financial goals. Since joining Fidelity in 2000, Brandon has held various roles including Active Trader Representative, VIP Specialist, Financial Consultant, and currently Vice President, Wealth Planner. He leverages his extensive trading experience along with his Certified Financial Planner (CFP4) credential to deepen client relationships and provide tailored financial guidance. Brandon holds insurance licenses in Arkansas and California. He continues to serve Fidelity's clients by applying his knowledge and expertise in wealth planning and trading.

Andrew Winters is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include working with Jeremy Porter and Mark Zuro, as well as participating in an LDS mission. He has been involved in a family business, Winters Bros Mowing, for several years. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage its offerings, including model portfolios and multi-manager fund structures.

Jake Slauson is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through positions including Planning Consultant and Workplace Planning Consultant, and initially serving as a Customer Relationship Advocate. Prior to Fidelity, he worked as a Customer Service Representative at ProPay from 2018 to 2020. Jake holds insurance licenses in Arkansas and California. His professional focus centers on wealth planning, with a commitment to helping clients address their family's unique financial needs and goals. He emphasizes forming strong relationships with clients and their families as a key aspect of his work. Outside of his professional responsibilities, Jake's personal interests include fitness, football, golf, movies, parenthood, and pets.

Scott Hunter is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent seven years with Merrill. Raymond James & Associates, Inc. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Darrah IV is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 37 years of Wall Street experience. He began his career as a middle markets futures trader and has spent the past 28 years working with individual investors, institutions, and trusts. John holds the Certified Private Wealth Advisor (CPWA) designation and is a qualified Portfolio Manager, capable of managing personalized or defined investment strategies on a discretionary basis. John focuses on the life cycle of wealth, including accumulation, preservation, and distribution. He develops customized strategies for both the asset and liability sides of clients' balance sheets, leveraging custom lending capabilities through Bank of America and Merrill Private Wealth Management to support wealth creation. His services include tax minimization strategies and identification of appropriate investment avenues. John earned a Bachelor of Science degree in Finance with distinction from the University of Maine in 1989. He holds Series 7, 65, 63, and 3 FINRA registrations. He divides his time between New York City and Park City, Utah, where he resides with his wife.

William Garcia is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. Their investment process combines proprietary fundamental research with quantitative analysis and systematic portfolio construction.

Kyle Hintz serves as Vice President, Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to implement strategies aimed at achieving their financial goals. He works alongside his team to provide clients with the resources available through Fidelity, focusing on simplifying financial planning to allow clients to concentrate on their priorities. Kyle has held several positions within Fidelity Investments, including Financial Consultant, Investment Management Consultant, Investment Consultant, and Customer Relationship Advocate, progressing through these roles from 2019 to his current position in 2025. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Kyle's personal interests include baseball, family activities, fishing, fitness, golf, and snowboarding.

Samuel Ferreira is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs, and performs advisory roles for registered investment companies and fund-of-funds.

Seth Colby is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work history at Primerica Financial Services and various other employers. Outside of advising, he is the CEO of Colby Ecommerce, a business that sells household products via Amazon. Fidelity, through its subsidiary Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its model portfolios.

Brandon Lovell is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Salt Lake City, UT. Lovell’s career includes longstanding roles within Fidelity’s brokerage services and investment management divisions. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to create and manage model portfolios across various asset classes.