James Loomis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at E*Trade Securities, Auric Solar, and Advantage Resourcing. Outside of finance, he owns and manages a rental property in Sandy, UT. 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 offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Lynette Sodja is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various Fidelity entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Nikki Gore is a financial advisor at Fidelity with 26 years of industry experience. She holds the Series 63 and Series 66 designations and is based in Farmington, Utah. Gore has been with Fidelity Investments since 1999. 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. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to registered investment companies and fund-of-funds.

Mark Taylor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has prior work experience at Northwestern Mutual Life Insurance Company and various other firms, as well as a five-year period associated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a wide range of investment vehicles.

Taylor Dearden is a financial advisor at Fidelity with Series 63 and Series 65 credentials and 27 years of industry experience. Prior to joining Fidelity Investments in 2025, Dearden was affiliated with Fidelity Investment Life Insurance since 2004. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios across mutual funds, ETFs, and ETPs.

Mark Larson is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1998, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Fidelity’s 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 also noted for its advisory roles with registered investment companies and its use of advanced methodologies including AI in portfolio management.

Mark Thorup is a financial advisor at Morgan Stanley Wealth Management in Salt Lake City, UT, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including time at Morgan Stanley Private Bank. Outside of his advisory role, he operates a lawn aeration business as a sole proprietor. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and investment management services.

Bradley Russell is a CFP® professional with four years of experience in financial advising. He currently works at Cetera and has prior experience with Northwestern Mutual Wealth Management Company and Wells Fargo Advisors. Outside of his advisory role, he is also involved as an associate wealth management representative with Anderson, Foe, Kent, Madsen & Associates, LLC doing business as Pillar Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program options supported by affiliated and third-party managers.

Michael Lui is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has extensive experience within Fidelity, having served in various capacities including Annuity Planning Consultant, Annuity Service Representative, Investment Solutions Representative, High Net Worth Service Associate, Retirement Specialist, Self Directed Brokerage Specialist, and Full Trader from 2010 to 2023. Prior to joining Fidelity, Michael worked as a Judgmental Credit Analyst at Discover Card from 2009 to 2010. Michael holds insurance licenses in Arkansas and California. His professional focus is on assisting clients in developing strong, sound retirement plans tailored to their values and priorities. He emphasizes working collaboratively with clients to help them reach their financial goals and strengthen their current and future financial situations.

Daniel Payne is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu offerings.

Robert Adair is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 1996. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, employing model portfolios built from mutual funds, ETFs, and ETPs to serve its diverse client base.

Heather Young is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked within various Fidelity divisions since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 across diversified investment vehicles and offers formal advisory roles and model portfolio delivery.

Ryan Koch is a financial advisor at Fidelity with 11 years of industry experience. He previously worked at The Vanguard Group from 2015 to 2020 before joining Fidelity in 2020. He holds Series 63 and Series 66 licenses and is based in Salt Lake City, UT. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm’s investment process combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jeffrey Collier is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following five years at Backcountry.com. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Sandra Hill is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with Fidelity since 1993, progressing through various roles including Vice President, Financial Consultant, and Account Executive before her current position, demonstrating over 30 years of experience in the financial services industry. Sandra works with affluent individuals and families to address their wealth planning needs. She focuses on understanding client goals and partnering with them to make prudent decisions regarding investments and financial planning. She holds insurance licenses in Arkansas and California. Outside of her professional work, Sandra's personal interests include board games, cooking and baking, and golf.

Eric Chidester is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services LLC and ER Select since 2018. Prior to that, he was with Capital Premium Financing from 2011 to 2018. 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 offers both brokerage and advisory solutions.

Blake Hammer is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, spanning a decade prior to joining Wells Fargo Clearing. 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 grounded in modern portfolio theory. The firm’s approach is IPS-driven and includes a broader set of financial product offerings than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Bryan Rhodes is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 65 and Series 66 credentials and with 20 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2026 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs analysis.

Jack Lucky is an Investment Management Consultant I at Fidelity Investments, where he has held various roles since 2016. His professional experience includes positions such as Investment Solutions Representative III and II, Fixed Income Specialist, Workplace Planning Consultant I, Workplace Planning Associate, College Planning Specialist, and Financial Representative Full Trader. Throughout his career, Jack has worked closely with individuals and families to develop financial plans tailored to their unique goals and aspirations. Jack holds an Arkansas Insurance License, supporting his expertise in financial planning and investment management. He is dedicated to helping clients understand their financial options and feel confident in taking the next steps toward their financial objectives. Outside of his professional work, Jack enjoys camping, family activities, fitness, outdoor adventures, and snowboarding.

Matthew Abrahamson is an Investment Solutions Representative III at Fidelity Investments. He has been with Fidelity since 2021, progressing through various roles including Stock Plan Associate and Investment Solutions Representative I and II before his current position. Matthew's professional focus is on guiding clients toward financial security and prosperity by providing tailored advice on budgeting, investing, and wealth planning. His experience encompasses comprehensive investment solutions aimed at addressing clients' unique needs and aspirations. Outside of his professional role, Matthew has personal interests in cars, fitness, hiking, museums, and skiing.