Tyler Gummow is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. Prior to his financial career, he spent seven years with All Pest Pest Control. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Steven Thaxton is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked for Clear Link Technologies, LLC for twelve years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs for various intermediary platforms.

Kole Bragg is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His background includes five years at The Home Depot and involvement with Cruising Canvases for six years. Kole works within Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios, and it serves various clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Gavin Clark is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His work history includes roles at Fidelity Investments and various positions in public works and finance-related fields. 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 across diversified fund structures.

Austin Cook is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, including his current role since 2025. His prior experience includes positions at Employer Solutions Group and Utah Community Credit Union. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Trevin Dorius is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations with one year of industry experience. His work history includes roles at Wells Fargo Clearing Services, Mountain Electrical Alliance, Wealth Strategies, Paragon Wealth, Utah Valley University, Utah State University, and the Church of Jesus Christ of Latter Day Saints. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Andrew Martone is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held roles at Corporate Employment Resources Inc and worked independently. Outside of his advisory work, he is engaged in selling items on eBay during his free time. 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 diversified model portfolios.

John Overman is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2006. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including multi-manager and fund-of-funds structures. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Mark Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, Larsen is involved as a silent partner and owner in multiple investment-related businesses, including several hotel and real estate ventures. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lisa Pollock is a financial advisor with Morgan Stanley in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at Farmers Financial Solutions LLC from 2015 to 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Jason Cheshire is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Dentalqore, Summit FC, and Integrity Home Loans LLC. Outside of finance, he coaches girls soccer for the Utah Surf Soccer Club. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves a range of investors including registered investment companies and charitable funds.

Cameron Elggren is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 65 credentials and two years of industry experience. His prior roles include positions at Florida Financial Advisors, Altabank, Simplify Home Loans, Lending Club, and Cyprus Credit Union. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also serves multiple registered investment companies and delivers model portfolios through intermediary platforms.

Jared Carter is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Avtech Capital and Freshlime. Outside of his advisory role, Jared is a licensed real estate agent working with clients to buy and sell homes. He is part of 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including registered investment companies and model portfolios.

Jake Streeter is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity since 2014, gaining experience in various positions including Regional Planning Consultant, Portfolio Specialist, Workplace Planning Associate II, Investment Solutions Representative, and Financial Representative. Throughout his career, Jake has worked closely with clients to understand their financial priorities and provide ongoing planning and support tailored to retirement, investment, and income planning needs. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jake enjoys golf, outdoor adventures, skiing, spending time with his family as a parent, and caring for pets.

R Higgins is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he participates in quarterly strategic meetings for Mountain States Fence in Utah. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Kjrsten Kelly is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2021, Kelly worked in diverse roles including positions at ION Solar and Myler Disability. Fidelity’s 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Patrick Latimer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 16 years of industry experience. He previously worked at MML Investor Services Inc. and MassMutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nathan Woodward is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining LPL Financial in 2019, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he serves as a tennis umpire for high school, college, and amateur matches. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms, supported by advanced research and operational tools.

Jennifer Sisson is a financial advisor at Merrill with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Merrill and Bank of America, she held positions at The American College, Fidelity Investments, and Aspen and Pike Business Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Tonya Rice is a financial advisor at RBC Capital Markets with 17 years of industry experience. She has held positions at UBS Financial Services from 2014 to 2026 before joining RBC Capital Markets in 2026. She holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.