Wayne Baker is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 26 years of industry experience. He has been associated with various divisions of Fidelity since 1999. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is also noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Wesley Murdock is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and is noted for its use of AI-driven methods and formal governance procedures.

Jaysen Al Daraji is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Progressive Leasing, the Community College of Rhode Island, and America First Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund advisory and model portfolios.

Nathan Hatch is a financial advisor with Fidelity, holding a Series 66 designation and 16 years of industry experience. He has worked in various roles within Fidelity since 2011, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Matthew Caldwell is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s affiliate Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, multi-manager fund structures, and its role in delivering model portfolios and advising registered investment companies.

Annalyse Ward is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Enlite Home and Alpine Country Club, as well as a two-year LDS Mission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Sheldon Richards is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to design and execute financial plans. Prior to his current role, he held various positions at Fidelity Investments including Senior Investments Consultant, Team Manager, Investments Representative, Senior Service Trader, Premium Representative, and Brokerage Representative, with his tenure at the company beginning in 1996. Before joining Fidelity, he was an Insurance Agent at World Marketing Alliance from 1994 to 1996. He holds insurance licenses in Arkansas and California. Outside of his professional career, Sheldon engages in fitness, golf, hiking, skiing, and volunteering.

David Kennedy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Comcast for five years and held roles at Vivint Smart Home, ADP, Orem Mazda, AT&T, and served in the United States Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and algorithmic methods to manage portfolios across a range of fund structures.

Tyson Criddle is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies tailored to their unique planning needs. He has been with Fidelity Investments since 2023, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2026. Throughout his tenure at Fidelity, Tyson has gained experience in client relationship management and investment solutions, contributing to his ability to support clients effectively in their financial planning. His work focuses on understanding individual client goals to provide customized financial guidance. Outside of his professional role, Tyson has personal interests in cars, food, and golf.

Jack Vangemert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. His career includes roles at Fidelity Investments and Randstad, alongside his current position at Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Noah Milam is a Series 66-licensed financial advisor with LPL Financial, based in Kaysville, UT, and has one year of industry experience. His prior work includes roles at Murdock Hyundai of Murray, as well as entrepreneurial experience with Trendy Siblings and other companies. He has a background that spans several different industries over the past decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL and third-party providers.

Carter Weierman is a financial advisor with Fidelity in Salt Lake City, Utah, holding a Series 66 designation. He has one year of industry experience and previously worked in a variety of roles, including positions at Amazon and Echo Global Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Kyle Moore is a financial advisor at Fidelity with nine years of industry experience. He holds the Series 66 designation and has been associated with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Isaiah Pratt is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, including roles at Fidelity Investments and prior positions in various companies such as United Parcel Service and Sunrun. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Steven Braeger is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has experience working at various firms, including BioFire Diagnostics and Gnarly Nutrition, as well as roles in education and outdoor recreation. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Kenneth Clarke is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he was a partner at The Cleaners LLC, a short-term rental cleaning business, and is currently a partner at BrixAndBros LLC, where he creates social media content focused on LEGO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe.

Gabe Hamideh is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Equitable Advisors, Farmers Insurance, and Vivint Smarthome. He is also involved with Hamideh Financial LLC, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lloyd Kearl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2007. Outside of his advisory role, he is a partner at Three Pines LLC, a vacation rental business in Idaho. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and delivery of model portfolios. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund‑of‑funds.

Joseph Demasi is a financial advisor with Fidelity, holding the Series 66 designation and based in Salt Lake City, UT. He joined Fidelity Investments in 2025 after working in the solar energy sector with several SunPower affiliates and other companies from 2020 to 2025. His prior experience also includes roles in hospitality and parking management. Fidelity’s Strategic Advisers LLC subsidiary 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 manages a variety of investment vehicles, including fund-of-funds, and applies systematic methodologies supported by AI tools in its processes.

Nathan Hinckley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Vivint Smart Home and was employed by the Church of Jesus Christ of Latter Day Saints. He also worked briefly in rocket recycling. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and funds.