Jadon Urry is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He began his career in the financial services industry in 1999 as a Financial Advisor at American Express Financial Advisors. Prior to his current role, he served in various capacities at Fidelity Investments, including Financial Planning Consultant, Investments Representative, and Service Representative. Jadon specializes in partnering with clients and their families to develop and implement financial plans aimed at achieving their goals, focusing on retirement timing, investment strategy, and retirement income planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jadon enjoys boating, fishing, golf, spending time with family, and caring for his pets.

Tyler Ross is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has been associated with Fidelity and its related entities since 2013. Outside of his advisory work, he is a member of TK Investment Properties LLC, where he is involved in identifying and researching real estate properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Kevin Andelin is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. His work history includes roles at US Tech Solutions Inc and Select Portfolio Servicing, as well as time spent at Brigham Young University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jake Scott is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at Jerry Seiner Dealerships. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment recommendations, supported by proprietary research and planning tools.

Bryan Kercher is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Prior to this, he worked at the University of Utah and Emissions Plus. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative and algorithmic methods and serves as an advisor to multiple registered investment companies.

Greg Nash is a Financial Consultant at Fidelity Investments, a position he has held since 2013. Prior to this role, he worked as an Investments Representative at Fidelity Investments from 2011 to 2013 and as a Fixed Income Specialist at The GMS Group from 2009 to 2011. His work focuses on helping clients build, enjoy, and pass on financial wealth by developing personalized financial plans that align with their goals. He emphasizes building relationships of trust to support clients in making informed financial decisions. Greg holds insurance licenses in Arkansas and California. Outside of his professional career, Greg enjoys biking, camping, hiking, reading, running, and traveling.

David Eschenfelder is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity since 2015. Outside of his advisory role, he is an owner and manager of two commercial real estate entities in Salt Lake City, where he oversees leasing and financial management. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Steve Taylor is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. He has worked at Fidelity Investments since 2021 and has additional experience at Roofing Advocates and Med Data. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its registration as a commodity pool operator and its advisory role to multiple registered investment companies.

Joshua Hemming is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Outside of his advisory work, he owns and operates logistics companies specializing in long-haul FedEx contract trucking. 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 range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Tyrel Fawson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Advisors Financial Network, he worked with Wells Fargo Clearing Servicing and has been involved with Us Tech Solutions, Inc. outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu using proprietary research and tools, with services tailored to clients who meet a net-worth threshold.

Corbyn Lombardi is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Lombardi worked in various roles including positions at Kidstrong and Blue Raven Solar. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is also registered as a commodity pool operator and serves multiple registered investment companies.

Alex Michaelis is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Fidelity Investments and Mountain America Credit Union, as well as employment with Randstad and Dick's Sporting Goods. 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 provides both brokerage and advisory solutions.

Christian Mariano is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2014, 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, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios from a broad investable universe and serves as an advisor to multiple registered investment companies and fund-of-funds.

Erika Hogan is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and two years of industry experience. She has been with Wells Fargo Clearing since 2023 and has also worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services 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 incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Maxwell Larson is a financial advisor with Raymond James Financial Services, Inc. in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. His prior work history includes roles at Voyager Wealth Advisors, Level Nine Sports, and Morgan Stanley. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports a wide advisor network through various advisory programs.

Brian Parcell is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and modeling techniques.

Luke Miller is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity in 2023, he worked at Ezra Lee Design and Build and was involved with Thurl Bailey Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering a range of discretionary and non-discretionary portfolio services. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a universe of mutual funds, ETFs, and ETPs.

Garrett Rydalch is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Brokerage Services, Discover Financial Services, and Utah State University. His credentials include the Series 63 and Series 66 licenses. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs a structured oversight process for its advisory activities.

Daniel Dickson is a CFP® professional with 13 years of industry experience, currently advising at Fidelity in Salt Lake City, UT. He has been with Fidelity Investments since 2012. Outside of his advisory role, he owns an equipment rental business, participates in a health coaching affiliate program, and works as a real estate agent assisting family and friends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary advisory solutions.

Scott Papenfuss is a financial advisor at Fidelity with five years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020. Outside of his advisory work, he is a sole proprietor manufacturing and selling stringed instruments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.