Stafford Hoare is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary portfolios.

Benjamin Jacobs is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Rhinstahl Corporation, Total Quality Logistics, and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Baker is a financial advisor at Fidelity with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lyft, Inc., Backcountry.com, Silver Fork Lodge & Restaurant, Dr. Jolly's, and Spitz Sugarhouse. 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 portfolios including mutual funds, ETFs, and ETPs. The firm also serves as a formal advisor to multiple registered investment companies and utilizes systematic methodologies and AI-driven research in its investment process.

Carol Nielsen is a financial advisor at Fidelity with 18 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she is employed, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Brad Green is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing nearly 40 years of experience in the financial services industry. He founded The Green Group 24 years ago to serve a select clientele of accomplished individuals, including attorneys, financial professionals, and business owners. His approach emphasizes frequent communication and strategic decision-making, aiming to help clients manage wealth effectively while addressing challenges proactively. Brad holds the Certified Private Wealth Advisor® designation and has completed accredited certificate programs at the University of Pennsylvania and the University of Chicago. He earned a Bachelor of Science degree from West Chester University of Pennsylvania. His professional affiliations include Merrill Lynch Wealth Management. Outside of his professional commitments, Brad supports St. Jude Hospital and engages in personal interests such as golfing, ice hockey, music, reading, skiing, surfing, swimming, and yoga.

Virginia Darger is a financial advisor with Edward Jones in Salt Lake City, UT. She holds a Series 66 designation and has five years of industry experience, including prior roles at Vista Staffing Solutions and Track Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Houston Yates is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2016. His background also includes roles at Specialty Imaging, LLC. Houston is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management with oversight of affiliated and unaffiliated sub-advisers.

Del Murdock is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Zions Bancorporation and First Command Brokerage Services Inc. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund-of-funds and model portfolios.

Christopher Larsen is a Financial Advisor at Merrill Lynch Wealth Management. He works one-on-one with clients to define financial goals and develop portfolio strategies tailored to their needs, providing ongoing advice to adapt strategies as clients' situations change. His approach emphasizes understanding clients' priorities to pursue their financial objectives effectively. Larsen's areas of expertise include divorce transition planning, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. He holds several professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He completed his high school education at Stansbury High School. In addition to his professional commitments, Larsen is involved with community organizations such as Bolder Way Forward and the Utah Food Bank. Outside of work, he enjoys activities like baseball, basketball, billiards, bowling, golfing, hiking, woodworking, traveling, and spending time with his family.

Ian Schafer is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 66 designation and has been affiliated with various Fidelity entities since 2006. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its commodity pool operator registration and advisory role to multiple registered investment companies.

Brendan Butterfield is an Investment Solutions Representative III at Fidelity Investments. He has held roles at Fidelity Investments since 2024, progressing from Customer Relationship Advocate to his current position. He focuses on understanding client needs to help build financial plans aimed at achieving their goals. Brendan's experience encompasses working directly with clients to develop tailored investment solutions. He values making clients feel heard and strives to create financial strategies that align with their personal objectives. Outside of his professional work, Brendan has a range of personal interests including baseball, family activities, fitness, movies, skiing, and traveling.

Kru Flint is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he worked at Weild & Co and held various roles in education and local government. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research and quantitative analysis with systematic methodologies and uses algorithmic and AI tools in portfolio construction.

Kurtis Larsen is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Investments, E*TRADE Securities, and TDS Telecommunications. Outside of his advisory role, he is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Emily Nguyen is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation and having one year of industry experience. Prior to joining Fidelity, she held various roles in the wellness and beauty industry. Outside of her advisory work, she is an independent contractor making sales calls for online wellness and fitness courses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alex Wheeler is a financial advisor with Robert W. Baird & Co. in Holladay, UT. He holds Series 63 and Series 65 designations and has 26 years of industry experience, including 15 years at Robert W. Baird. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex approaches, including private funds and real-asset exposures.

Steve Bingham is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, he worked in land development and consulting services, including roles at Nilson Land Development and BRE Consulting, where he assisted with due diligence and contract negotiations for raw land. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies.

Jayson Brandner is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Transword LLC, United Healthcare - National Medtrans, Utah Valley University, AMC, and The Church of Jesus Christ of Latter Day Saints. He 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 manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Stefano Ruiz is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Amazon.com LLC, GitLab, and several other companies. Outside of his advisory role, he owns and operates Stefano's Vintage Bikes and Photography, where he locates, repairs, and photographs vintage mountain bikes in the Mountain West region. 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 approach integrating proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Braden Fass is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Osteria Amore and several other firms across diverse sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Bryan Haslam is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he works directly with clients to help them plan for their unique financial needs. He has been with Fidelity Investments since 2014, holding various positions including Retirement Representative, Stock Plan Associate, and currently as a Benefits & Planning Consultant. His experience spans retirement services, stock plans, and executive benefits planning. Bryan's mission is to assist clients in pursuing their financial goals through personalized planning.