David Eschenfelder is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Fidelity in various roles since 2015. Outside of his advisory work, he manages commercial real estate leasing and accounting as the owner of two LLCs in Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm offers discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing a combination of fundamental research, quantitative analysis, and algorithmic construction methods.

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 with Fidelity in Salt Lake City, UT, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Lombardi held roles at Kidstrong, Blue Raven Solar, Lifetime Fitness, Walmart, and Marv Jensen, with additional experience at South Jordan Middle. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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 with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked within different Fidelity entities since 2014, including Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Christian is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to 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 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he worked in design and construction 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 a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

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®-certified financial advisor with 14 years of experience, currently with Fidelity Investments in Salt Lake City, UT. His professional background is solely with Fidelity, spanning over a decade. Outside of advisory work, he owns an equipment rental business and is involved in a health coaching affiliate partnership, along with assisting family and friends in real estate transactions. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to varied clients including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a formal advisor to multiple registered investment companies.

Scott Papenfuss is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Amazon Logistics and Formlabs Inc., and he also spent ten years as a freelance translator. Outside of financial advising, Papenfuss is a sole proprietor manufacturing and selling stringed instruments. Fidelity’s Strategic Advisers LLC, where Papenfuss works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 two years of industry experience. Prior to joining Fidelity, Groesbeck served in the U.S. Army for six years and has held positions at Pioneer Market, a nanny role, and Zen Spa. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and systematic model portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Prince is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a broad client base through research-driven investment strategies and a range of financial products offered in partnership with its bank and insurance affiliates.

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 at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2013, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while delegating day-to-day management to sub-advisers.

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.