Anthony Carpio is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at the University of Memphis and Iowa State University. Fidelity’s 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. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies alongside oversight controls in managing its portfolios.

Kyra Domgaard is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Discover Financial Services and Starbucks. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jeffrey Hunter Sr. is a financial advisor with UBS Financial Services in Los Angeles, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2007. Outside of his advisory role, he serves as an advisor to the Auticon Training Institute, a nonprofit focused on increasing employment opportunities for individuals on the autism spectrum. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market models to tailor client strategies.

Marcus Wyner is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has worked with various Fidelity entities since 2006, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing proprietary research combined with quantitative and algorithmic portfolio construction methods. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research techniques.

Whitney Muhlestein is a financial advisor at Edward Jones with two years of industry experience. Her prior work history includes roles at Discover Financial, Smart Rhino Labs, and HomeGoods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Roman is a financial advisor with Fidelity and holds Series 63 and Series 66 licenses. She has five years of industry experience, including her current role at Strategic Advisers LLC, a Fidelity Investments company, where she has worked since 2025. Prior to that, she was with Fidelity Investments from 2020 to 2025. Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and is noted for its use of proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and manages model portfolios using systematic methodologies.

Jeffrey Porter is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1998 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Thomas Moll is a financial advisor at Morgan Stanley with a Series 66 credential and five years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at Unisys for five years. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Barbara Ginty is a financial advisor at LPL Financial with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2013, following a prior position at Credit Suisse Securities (USA) LLC. In addition to her advisory role, she is an adjunct professor teaching financial literacy at SUNY Ulster and is an author of e-books and videos on financial topics. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using both discretionary and non-discretionary strategies.

Guy Thaller is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and having 32 years of industry experience. His career includes prior roles at Wells Fargo Investments, LLC and Fidelity. 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 approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics to guide investment decisions.

Matthew Stringham is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he worked at America First Federal Credit Union for 16 years. 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 to deliver model portfolios and fund advisory services.

Remington Slagowski is a financial advisor at Fidelity with five years of industry experience and holds Series 63 and Series 66 licenses. His background includes roles at Fidelity Investments and experience outside finance, including managing a lawn care business and working in recreation services. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a research-driven investment process combining fundamental analysis, quantitative methods, and algorithmic portfolio construction.

Marne Garcia is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Wells Fargo Clearing Services LLC and has a background that includes roles at Ettain Group, Western Governors University, and America First Credit Union. Outside of her advisory role, Garcia is involved in a technology contracting business related to data annotation. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a broad range of retail and institutional investment services.

Carmen Valverde Gill is a financial advisor at Edward Jones with 16 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, she worked at Merrill, Banc of America Investment Services, and Wells Fargo Investments. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Derek Bohne is a financial advisor at Osaic with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors and Allegis Investment Advisors. In addition to his advisory role, he assists clients with Medicare decisions through his position at Financial Strategies Institute. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes a variety of asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Jeff Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, managing model portfolios across a range of mutual funds, ETFs, and ETPs.

Hayden Adams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions at Bitcoin Depot, Lyft, and several other companies across the technology and insurance sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios utilizing mutual funds, ETFs, and ETPs.

Andrew Taylor is a Financial Consultant at Fidelity Investments, a position he has held since 2024. In this role, he works directly with clients to help construct appropriate portfolios aimed at achieving their financial goals and to navigate major life events. His approach involves ensuring clients understand how their financial plans work and addressing any questions, concerns, or additional needs that arise during the process. Andrew has been with Fidelity Investments since 2018, holding various roles including Planning Consultant, Investment Management Consultant, Workplace Planning Consultant, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate. This progression reflects his experience in financial planning, investment management, and client relationship management. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew has personal interests that include golf, hiking, parenthood, pets, skiing, and traveling.

Ash Larsen is a Wealth Management Planning Consultant at Fidelity Investments, a position held since 2024. Larsen's career in the financial industry spans several roles, including Financial Consultant and Planning Consultant at Fidelity Investments, a Private Client Advisor at JP Morgan from 2019 to 2023, and a Regional Private Banker at Wells Fargo Bank from 2002 to 2019. Larsen's experience encompasses wealth management and financial consulting, with a focus on building client relationships based on trust and long-term planning. Larsen holds insurance licenses in Arkansas and California. Outside of professional pursuits, Larsen's personal interests include baseball, camping, family activities, motorcycles, outdoor adventures, and skiing.

Matthew Newton is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1996. Outside of his advisory role, he serves as Corporate Secretary for a family business organized as an S corporation for tax purposes. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.