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 financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation. Prior to joining LPL Financial, he worked in various roles including at Murdock Hyundai of Murray and Age of Learning Inc., and he is also involved with Trendy Siblings. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he was involved in various roles including partner at The Cleaners LLC and content creation partner for BrixAndBros LLC, a social media LEGO content venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolios through Fidelity Institutional Wealth Adviser.

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 also operates Hamideh Financial LLC, which provides non-variable insurance services. 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 model portfolio programs and institutional platforms, supported by advanced research tools and a broad network of more than 22,800 advisors.

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 at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at several SunPower-affiliate companies and other firms across different sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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.

Brian Ballard is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a Trust Protector for a beneficiary trust overseeing IRA asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Nicholas Dillman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held various roles at Fidelity since 2022 and has prior work experience including positions at Jeremy Ranch Golf Course and the University of Utah. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Robert Glasgow is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services and prior positions at HAP Alaska Yukon and Brigham Young University. Fidelity’s Strategic Advisers LLC, where Glasgow serves, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Joshua Smith is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Fidelity since 2013. Outside of his advisory work, he is a partner and consultant at JL Acquisitions, LLC, a real estate wholesaling business co-owned with his wife. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI-driven research methods, and delivery of model portfolios to intermediary platforms.