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.

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 with Fidelity, holding a Series 66 designation and two years of industry experience. He has been with Fidelity Investments in various roles since 2022. Outside of his advisory work, he has held positions in recreational and hospitality environments, including at Jeremy Ranch Golf Course and Old Spaghetti Factory. Fidelity’s affiliate, Strategic Advisers LLC, 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, delivering model portfolios primarily composed 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 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2013. He is a partner and consultant at JL Acquisitions, LLC, a real estate wholesaling business he owns with his wife. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and incorporates algorithmic methods and AI in its research.

Victor Santiago is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he had roles at Acima, Western Governors University, and Salt Lake Community College. Outside of his advisory work, Victor owns a cleaning business and also works as a food delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base including retail and institutional investors, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Jackson Hallstrom is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 licenses. His prior roles include positions at Snow Christensen and Martineau and CIEE, as well as experience at the University of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including fund advisory and portfolio management. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Carrie Larsen is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in a house cleaning business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual 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 financial planning process supported by firm-approved tools.

Sierra Marty is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served in various capacities at Fidelity including Life Events Consultant III from 2025 to 2026, Life Events Consultant II from 2023 to 2025, Life Events Consultant from 2022 to 2023, and Customer Relationship Advocate in 2022. In her current role, Sierra takes a thoughtful, human approach to supporting clients through important financial transitions. She focuses on understanding each client's unique situation to prepare them for the planning process and guide them toward steps that align with their goals. Sierra utilizes Fidelity's resources to make each step clear, manageable, and tailored to each client's path forward. Outside of her professional work, Sierra has personal interests that include comedy, fitness, hiking, movies, reading, and traveling.

Taz Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Truck Ranch Muray and Labrum Chevrolet Buick. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jordan Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory role, Curtis is involved in insurance sales through a credit union and engages in real estate activities including remodeling, flipping homes, and managing short-term rentals. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Daniel Clothier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at The Home Depot, Brinker International, and several other organizations. Fidelity's Strategic Advisers LLC serves a diverse client base including retail and institutional investors, offering investment management and advisory services that combine proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also provides discretionary portfolio management and fund advisory, utilizing systematic methodologies and oversight controls.