Nathan Young is a Financial Consultant at Fidelity Investments, bringing extensive experience within the firm since 2007. He has held roles as a Financial Consultant from 2007 to 2017, served as a Director Retirement Planner from 2017 to 2023, and continues to support clients in his current position as a Financial Consultant since 2023. His work focuses on assisting families and individuals in building and preserving their financial lives. Nathan holds certifications including CFP4, and has passed the Series 7, 63, and 65 exams. He is also licensed in insurance in both Arkansas and California. These qualifications support his expertise in comprehensive financial planning and insurance solutions. Outside of his professional responsibilities, Nathan's interests include family activities, football, motorcycles, movies, and music.

Benjamin Dunn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Veterans Affairs Medical Center and various positions in the service industry. Fidelity’s Strategic Advisers LLC, where he is based, 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 model portfolios and multiple registered investment companies.

Kiera Blinzinger is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth LLC, First Citizens Investor Services, Raymond James & Associates, and Wells Fargo. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Lydia Parkinson is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments. She has been in this role since 2025 and previously worked as a Workplace Planning Consultant at Fidelity from 2023 to 2025. Lydia focuses on helping clients utilize the tools and resources Fidelity provides to build effective financial plans aimed at achieving their financial goals. Her professional experience centers on benefits and financial planning, supporting clients in optimizing their relationship with Fidelity. Outside of her work, Lydia engages in various personal interests including art, cooking and baking, family activities, fitness, skiing, and yoga.

Nicholas Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes running an online retail business and a role at Fresh Prints. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Heather Wadley is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 63 and Series 66 licenses and four years of industry experience. Her prior roles include positions at Pyxant Lab and Tandem/LabCorp/Covance. She works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various platforms.

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.