Mike Holt is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. In his role, he works closely with individuals and their families to co-create and develop investment plans tailored to their unique and personal goals. He utilizes Fidelity's extensive resources to address all areas of clients' financial needs. Mike has been with Fidelity Investments since 2013, holding various positions including Relationship Manager, Financial Representative at multiple Investor Centers, and Trading Financial Representative. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional work, Mike's interests include cooking and baking, fitness, football, golf, movies, and music.

Brent Thompson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2017 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and fund-of-funds, and incorporates AI and systematic methodologies in its process.

Jeremy Aragon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.

Najibullah Amiri is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Zeryck Russon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and Randstad. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matt Langford is a Financial Consultant currently working at Fidelity Investments since 2024. He has been part of Fidelity since 2019, serving in various roles including Planning Consultant, Investment Solutions, and Customer Relationship Advocate. Prior to joining Fidelity, Matt worked as a Financial Representative at Wells Fargo from 2018 to 2019. Matt is a Certified Financial Planner™ who focuses on helping clients create clear and straightforward financial plans. He collaborates with clients to develop customized strategies aimed at achieving their personal, family, and business goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt has interests in the beach, fitness, food, movies, and writing.

Tyler Maine is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, American Family Insurance, and Coca-Cola. He also has experience in education, having worked at Southern Utah University and local schools. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies constructed by internal and third-party managers.

Sidney Tafoya is a Planning Consultant at Fidelity Investments, a role held since 2026. Sidney has a progressive track record within Fidelity Investments, having served in various roles including Investment Solutions Representative III (2025-2026), II (2024-2025), and I (2023-2024), as well as High Net Worth Representative (2022-2023) and Client Representative Associate (2021-2022). Sidney holds insurance licenses in Arkansas and California, supporting comprehensive financial planning and client service. Sidney's approach centers on understanding clients' lives to co-create financial plans aimed at pursuing their goals and fostering confidence and comfort with their financial strategies. Outside of work, Sidney engages in personal interests such as biking, exploring culinary experiences, outdoor adventures, parenthood, and snowboarding.

Brent Frank is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Wells Fargo in various capacities since 2016. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Allen Norton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been associated with various Fidelity entities since 2007. Outside of advising, he operates a personal photography business in Clinton, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, deploying model portfolios across intermediary platforms.

Brady Smith is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles within Fidelity since 2006, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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. The firm is notable for its use of systematic methodologies, oversight of sub-advisers, and formal advisory roles to multiple registered investment companies.

Aaron Rokeach is a financial advisor with Morgan Stanley in Salt Lake City, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at Goldman Sachs Bank USA from 2014 to 2019 before joining Morgan Stanley Private Bank and Morgan Stanley in 2019. Rokeach serves as a board member on the finance committee of Jewish Family Services, a community organization focused on economic assistance and welfare. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and market simulations.

Tyler Hatch is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently at Fidelity Investments. Fidelity’s affiliate, 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Vaughan is a Financial Consultant currently working at Fidelity Investments since 2023. He has developed his expertise through various roles within the same company, including Investment Management Consultant from 2021 to 2023 and Workplace Planning Consultant from 2020 to 2021. Prior to joining Fidelity Investments, Andrew worked as a Premier Banker at Wells Fargo from 2015 to 2020. He holds insurance licenses in Arkansas and California. Andrew's approach focuses on collaborating closely with clients to create adaptable financial plans and personalized investment strategies aligned with their goals. Outside of his professional work, he enjoys camping, gardening, golf, hiking, spending time with pets, and traveling.

Brian Lingle is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving in the financial advisory role since 1999 and joined Merrill in 2009. Brian specializes in areas including family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, and tax minimization. Brian comes from a military family and has lived in various locations prior to settling in Alaska. He became an alpine ski racer while attending a racing school in Girdwood, Alaska. He met his wife Heidi during college, and after living in Juneau, they relocated with their two daughters to Salt Lake City in 2015. Brian actively participates in fundraising events both locally and in Alaska and enjoys golfing, paddle boarding, and supporting his wife in triathlon events. He holds a High School Diploma from the University of Alaska System and is designated as a Personal Investment Advisor (PIA). Brian's approach emphasizes a goals-based, risk-adjusted strategy to help clients pursue their financial objectives.

Braxton Shoemaker is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2024, including time at Morgan Stanley Private Bank, N.A. Prior to joining Morgan Stanley, he held roles at Fidelity Investments, EnerBank USA/Regions Financial, and has experience in both educational and community settings. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers diverse investment and planning services without providing individual security recommendations as part of standalone planning.

Justin Cao is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He focuses on assisting clients in articulating their financial needs, assessing risks, and building confidence in their financial futures. Prior to his current role, Justin progressed through several positions at Fidelity Investments, including Workplace Planning Consultant III, II, and I between 2021 and 2024. Justin holds insurance licenses in Arkansas and California. Outside of his professional work, he engages in activities such as fishing, fitness, football, social events with friends, and snowboarding.

Zachary Wilson is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity since 2021. His prior roles include positions at Lespri LLC and Salt Lake Community College. Strategic Advisers LLC, a Fidelity Investments company, offers 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 manage discretionary and non-discretionary portfolios.

Kristina Fehr is a CFP® professional at Fidelity with six years of industry experience. She has held roles at Fidelity Investments since 2020 and also serves as a board member for the Uinta Roller Derby, a co-ed sport team in Salt Lake City. Outside of finance, her background includes positions in hospitality and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios.