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.

Sheri Allen is a financial advisor at Fidelity with a Series 66 designation and five years of industry experience. Her prior experience includes roles at Zyia Active, iHeartMedia, FedEx, and two decades as a consultant for The Pampered Chef. She continues to maintain a part-time consulting role with The Pampered Chef, focusing on occasional orders for repeat customers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Christopher Ruehman is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America NA, Goldenwest Credit Union, Northwestern Mutual, and a year at Tonyburgers. He also attended the University of Utah from 2016 to 2020. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig Hoen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Regional Center Planning Consultant, Workplace Planning Consultant at several levels, Investment Solutions Representative, and other positions focused on financial and college planning. Craig's approach to financial consulting involves understanding his clients' personal and financial situations, identifying their goals, and collaborating to develop strategies to help pursue those goals. His career experience spans multiple facets of financial services, emphasizing planning and client relationship management. He holds insurance licenses in Arkansas and California. Outside of work, Craig engages in family activities, football, social events with friends, music, reading, and table tennis.

Kathryn Williamson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Her prior work includes roles at Vivint Inc. and Southern Utah University. She 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, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Wael Shreiba is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked primarily within various divisions of Wells Fargo since 2014, with roles at Wells Fargo Advisors, Wells Fargo Bank NA, and Wells Fargo Clearing Services. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, using research and analytics to support diversified investment strategies across brokerage and advisory solutions.

Philippe Burnah is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2022. Outside of his advisory work, he is involved in property management as a sole proprietor of rental properties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Max Delance is a financial advisor at Fidelity with a Series 66 credential and five years of industry experience. He has worked at Fidelity Brokerage Services LLC since 2020 and previously spent six years at The Hartford Insurance Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Kennedy Poole is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked at Goldenwest Credit Union and held various roles in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver systematic investment solutions.

Tyler Johnson is a financial advisor with Edward Jones in Salt Lake City, UT. He holds Series 63 and Series 66 designations and has 20 years of industry experience, all with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Adam Elder is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and families pursue their financial goals through comprehensive strategies that address investing, retirement planning, and unexpected savings. Adam's client focus areas include college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Adam holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He attended Utah Valley University without degree completion and earned a High School Diploma from Skyview High School. Adam is originally from Mesa, Arizona, and has professional experience from Newport Beach, California, before settling in South Jordan, Utah. Family and community play an important role in Adam's life. He is a member of The Church of Jesus Christ of Latter-day Saints and enjoys spending time with his family, which includes five children. His personal interests include baseball, basketball, boating, cooking, football, golfing, pickleball, surfing, and traveling.

Michael Pace is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and two years of industry experience. He has been affiliated with Wells Fargo Bank, N.A. since 2005 and Wells Fargo Clearing since 2023. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Karlee Hoskins is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been associated with various Fidelity entities since 2007, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 combining proprietary research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio solutions.

Ty Perry is a financial advisor with Fidelity in Salt Lake City, holding a Series 66 designation and three years of industry experience. His prior work includes roles at firms such as Fidelity Investments and a part-time independent contractor position with Aubrey and Associates Realty. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm serves retail and institutional investors, offering discretionary and non-discretionary advisory services along with fund consulting and management.