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 in Salt Lake City, UT, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments from 2008 to 2011. Morris serves as an investment committee member for the Utah Tech University Foundation Board. 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 uses research and analytics to evaluate investment options and provides both brokerage and advisory solutions.

Adam Metcalf is a financial advisor at Fidelity with six years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to that, he held roles at Medicor, Upwell Health Services, and the Church of Jesus Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, use of AI in research, and advisory roles for multiple registered investment companies.

Wesley Reynolds is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His prior work includes roles at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across several Fidelity entities since 2010. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.

Bryan Strate is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, providing model portfolios based on 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 possessing 13 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has a longer tenure with Fidelity Brokerage Services LLC dating back to 2012. Outside of his advisory role, he is a manager of Rusty Rentals LLC, a business involved in the rental of construction and farm equipment. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process and manages model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Adara Jones is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Morgan Stanley for three years and has held positions across various sectors including health care and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and advise multiple registered investment companies.

Brandon Bennion is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and is based in Salt Lake City, UT. He has been with Fidelity Investments since 2011. 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 proprietary investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Brett Kidder is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through various roles including Investment Solutions Representative I and II, Investment Solutions III, and Customer Relationship Advocate. Brett holds insurance licenses in Arkansas and California. His work focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. Outside of his professional role, Brett has interests in baseball, camping, cooking and baking, fishing, family activities, and parenthood.

Jeffrey Edwards is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and its affiliated entities since 2007. Prior to joining Fidelity, he was with Lifetime Financial and Chase Investment Services Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often incorporating sub-advisers and systematic methodologies.

Tell White is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Frito-Lay, Utah Valley University, and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI and long-term asset allocation strategies.

Tami Tingey is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials. She has 12 years of industry experience, including roles at Zions Bank and Zions Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with various non-advisory financial services.

Jonathan Hill is a financial advisor with Fidelity Investments, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. His career includes roles at Fidelity Personal and Workplace Advisors, FIDELITY Brokerage Services LLC, Charles Schwab, Centaurus Financial, Inc., and Invest Financial Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Connor Clifford is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at The Pipeline Group and has professional experience outside finance, including five years with G2G Protein Bar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable gift funds. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and also serves as a registered commodity pool operator and advisor to multiple fund-of-funds.

Jace Waddoups is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2014. Outside of his advisory role, he manages a flower farm business in Farmington, Utah. Morgan Stanley Wealth Management serves both individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Heather Record is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and has previously worked at CUSO Financial Services, America First Credit Union, and Comprehensive Financial Group. Outside of her advisory duties, she maintained employment at a bookstore for seven years prior to her financial career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisers and advanced operational tools.

Katherine King is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and previously worked at Western Governors University, Zions Bank, and LPL Financial. Outside of her advisory role, she serves as a Registered Associate and Practice Manager for ApexFlow Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal advising and SIMPLE IRA Employer Advisory programs.

Kevin Cihlar is a financial advisor at Wells Fargo Clearing with a Series 66 designation and six years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2020 and has prior experience including roles at RHI General Group and Creative Financial Staffing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers a range of brokerage and advisory solutions supported by research and analytics, serving over 14,000 financial advisors and managing approximately $671 billion in assets.