Jonathan Meagher is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and 66 licenses and has four years of industry experience, including roles at Fidelity and Ascentium Capital, a subsidiary of Regions Bank. His earlier work includes positions at the University of New Hampshire and Ocean House Management. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jamie Groesbeck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Groesbeck served in the US Army for six years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including advisory work and portfolio management. The firm uses a combination of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Matthew Prince is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andres Esquivel is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Policy Scout and Safe Streets Security, as well as operating a food truck business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

David Fagergren is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. He has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery.

Andrew Rogers is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with less than one year of industry experience. Prior to joining Wells Fargo, his background includes roles at DiSys, Rogers' Fine Furniture, and the University of Utah. Outside of his advisory work, he collects art prints by Shepard Fairey and has considered starting a sole proprietorship to sell his collection. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robyn Martinez is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, U.S. Bancorp Investments, and BancWest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Michael Jenkins is a financial advisor with Fidelity in Salt Lake City, UT, holding the Series 66 designation and three years of industry experience. His career includes roles at Fidelity Investments since 2022, as well as prior experience in retail and small business settings. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Blake Reid is a financial advisor with Fidelity, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with various Fidelity entities since 2006, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and more recently, Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm also holds a distinctive role as a registered commodity pool operator and advises multiple registered investment companies.

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.