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 at Raymond James & Associates with 20 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Morgan Stanley in various roles between 2006 and 2017. He is based in Salt Lake City, UT. 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 individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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.

Carrie Lamprecht is a financial advisor at Wells Fargo Advisors with Series 63 designation and began her industry career in 2024. Prior to joining the firm, she was a homemaker for 18 years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce.

Jeffrey Holden is a financial advisor at Fidelity with a Series 63 designation and three years of industry experience. His prior work includes roles at PCS Retirement / Alliance Benefit Group and Robert Half International. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios and serves as an advisor to multiple registered investment companies.

Suzanne Pehringer is a financial advisor at Fidelity with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked primarily with Fidelity and its associated brokerage services since 1992, with a brief tenure at E*TRADE Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an adviser to registered investment companies and constructs model portfolios delivered to intermediary platforms.

Jonathan Sgro is a financial advisor at Fidelity with nine years of industry experience. He previously worked at T. Rowe Price for five years before joining Fidelity in 2020. He holds the Series 63 and Series 66 credentials. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Benjamin Bradford is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His previous roles include positions at Strata Silver/Strata Health U.S. and Pizza Hut. Based in Salt Lake City, UT, he has worked at Fidelity Investments since 2022. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Kimball Potter is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Fredrickson & Associates, Ameriprise, and First Community Bank of Layton. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kim Osieja is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2022. She supports Wealth Management Advisors and their clients by leveraging her comprehensive service background to provide personalized assistance. Kim has been with Fidelity Investments since 2007, progressing through various roles including Electronic Response Financial Representative, College Planning Specialist, and Central Relationship Manager. This extensive experience has given her insight into multiple facets of wealth management and client service.

Nathan Parker is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with various Fidelity entities since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm provides discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, and is noted for its use of systematic methodologies, AI-based research, and roles in proxy voting and governance.

Marlene Jauregui Maldonado is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services since 2020. Prior to that, she was employed at Teleperformance from 2016 to 2019. Fidelity’s Strategic Advisers LLC, a subsidiary of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.