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.

Trent South is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His previous roles include positions at Malinka CPA, LLC, Utah Community Credit Union, and Utah Valley University. Outside of his advisory work, he is involved in writing children’s books and managing those related business activities, as well as partnering in a business that creates and sells beard oil and personal care products. Strategic Advisers LLC, a Fidelity Investments company, 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.

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.

Scott Jeppson is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Fidelity Brokerage Services, and Strata Fund Solutions. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Ostler is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63, 65, and 66 designations and has worked with Cetera and its related entities since 2013. He is also involved in related financial services businesses, including ownership of a financial planning practice used for marketing purposes. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options and supports a large network of over 10,000 advisors managing more than $256 billion in assets.

Carlos Robleto is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is also active as a mobile DJ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment strategies.

Dillon Clark is a Financial Consultant I at Fidelity Investments, where he has held various roles since 2020. His experience includes positions such as Planning Consultant, Investment Solutions Representative III, and Workplace Planning Consultant II, reflecting a progressive career within the company. Prior to joining Fidelity Investments, Dillon worked as a Financial Account Manager at AmeriCapital from 2019 to 2020. Dillon believes that financial plans should be tailored to the unique goals of each individual and family. He works collaboratively to understand what is important to his clients, helping them work towards their specific financial objectives. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Dillon has personal interests in cars, hiking, and snowboarding.

Anthony Morris is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds a Series 66 designation and has 18 years of industry experience, including five years with Wells Fargo Advisors LLC prior to his current role. Morris serves as an investment committee member on the Utah Tech University Foundation Board, where he assesses portfolio risks and ensures alignment with the committee's investment policies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Adam Metcalf is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Medicor and Upwell Health Services, as well as a period with the Church of Jesus Christ. Strategic Advisers LLC, a Fidelity Investments company, 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 serves a diverse client base through discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Wesley Reynolds is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. Reynolds is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Bryan Strate is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Trevor Darley is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career at Fidelity includes roles at both Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mandates including registered investment companies and model portfolios.

Edward Grimm is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at various Fidelity entities since 2012. Outside of his advisory role, he is a manager of Rusty Rentals LLC, overseeing the business on a passive basis. 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 employs a blend of fundamental research and quantitative analysis to build algorithm-driven model portfolios and acts as an advisor to multiple funds, with formal oversight and proxy-voting capabilities.

Adara Jones is a financial advisor at Fidelity with a Series 66 credential. She has prior experience at Morgan Stanley and several other firms across diverse industries. Jones is based in Salt Lake City, UT. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors with model portfolios constructed from mutual funds, ETFs, and ETPs, and has a formal advisory role to multiple registered investment companies and fund-of-funds.