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.

Nicholas Sleiman is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of his advisory role, he serves as a financial literacy professor at Salt Lake Community College. 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 services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Eric Stowe is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, Bank of America, Merrill, EncoreFX, and American Express. Fidelity’s Strategic Advisers LLC provides 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 registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methodologies.

Max Ellersick is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to develop and pursue their financial goals. Max emphasizes understanding clients' lives to co-create tailored financial plans that help them feel confident and comfortable with their finances. Max has progressed through several positions at Fidelity Investments, starting as a Customer Relations Advocate in 2023. He then advanced through Investment Solutions Representative I and II roles before attaining his current position. This experience has provided him with knowledge in investment solutions and client relations within the financial services industry.

Jamison Day is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Utah Tech University, TTG Management, and Pennant Services. He is also a partner in M & J Properties, L.L.C., where he manages administrative, bookkeeping, and maintenance responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Wei Che Chang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2013. 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.

Marcos Mccorristin is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the finance committee of the Salt Lake Roller Derby, a community sports organization in Salt Lake City. 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 approach is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Eric Heath is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Fidelity, he worked at Cuso Financial Services, LP from 2015 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its advisory roles to registered investment companies and use of AI in research.

Tyler Smith is a financial advisor with Edward Jones in Woods Cross, UT, holding Series 63 and Series 66 licenses and having 16 years of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Horace Mann Investors Inc and Horace Mann Companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Gabriel Amaral is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. He has previously held roles at DiSys, Salt Lake County, UPMA, and Salt Lake Public Utilities, and serves in the United States Air Force in aircraft maintenance. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, supported by extensive research and a broad range of financial products.

Joshua Earl is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and beginning his industry experience in 2024. Prior to joining Fidelity, his work history includes diverse roles across several industries such as mobile detailing, fitness, and logistics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolio delivery.

Brandt Wilcox is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Vivint and involvement with the Church of Jesus Christ of Latter Day Saints. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, multi-manager funds, and model portfolios.