Bailey Bell is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity, she worked at various service and hospitality roles and spent six years affiliated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad investable universe.

Mathis Burton is an Investment Consultant at Fidelity Investments, where he has held this role since 2026. Prior to this, he gained experience at Fidelity Investments as a Planning Consultant from 2025 to 2026, Financial Representative from 2023 to 2025, and Customer Relationship Advocate in 2023. He holds a California Insurance License, which supports his work in financial planning and investment consultation. Mathis emphasizes building partnerships based on trust with his clients to develop financial plans that provide peace of mind. Outside of his professional duties, Mathis is interested in family activities, food, hiking, outdoor adventures, soccer, and traveling.

Joseph Leavis is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles at DoorDash and Costco. He works at Strategic Advisers LLC, a Fidelity Investments company that provides 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 discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Daniel Vasquez Montejo is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in developing comprehensive financial plans aimed at achieving financial security and peace of mind. He has been with Fidelity Investments since 2017, holding several roles including Central Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate. His experience spans various facets of client relationship management and financial planning, providing him with a broad understanding of client needs and financial strategies. Daniel's professional focus is centered on being an advocate for his clients and delivering client-centered financial advice. Outside of his professional responsibilities, Daniel has interests in activities such as beach outings, scuba diving, soccer, traveling, and exploring culinary experiences.

Teresa Dahl is a financial advisor with UBS Financial Services in Salt Lake City, Utah, holding a Series 66 designation and 19 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she is involved in real estate through ownership and consultation activities with Tasuil LLC and Triple T Capital LLC. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to customize investment strategies.

Michael Kundinger is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 66 designation and has previously worked at U.S. Bancorp Investments, Inc. and Morgan Stanley in various roles. 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 broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jennifer Mcdermott is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2004 to 2017 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools, providing advisory services without individual security recommendations as part of its standalone programs.

Luke Harkness is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. His prior experience includes a role at Morgan Stanley. He has also held a student government position at the University of Utah ASUU. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Weston Curtis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held roles in pest control, construction, and community organizations, including the Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Todd Kice is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity divisions since 2011, including Fidelity Personal and Workplace Advisors since 2018. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios consisting of mutual funds, ETFs, and ETPs.

Christopher Martinson is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Utah Higher Education Assistance Authority, Western Governors University, and the State of Utah. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and fund-of-funds structures.

Juan Willis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. His prior work includes roles at US Tech Solutions, Quality Flower and Plants, and X-Tra Custom Components. 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 employs over 14,000 financial advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Cully Hendricks is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held positions at several companies including BambooHR and Smile Direct Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds for both retail and institutional investors.

Brady Cowley is a Planning Consultant at Fidelity Investments. In this role, he provides guidance on budgeting, investing, and wealth planning tailored to meet the unique needs and aspirations of his clients, aiming to help them achieve financial security and prosperity. Prior to becoming a Planning Consultant in 2025, Brady held several positions within Fidelity Investments, including Investment Solutions Representative I through III from 2023 to 2025, and roles focused on high net worth clients from 2022 to 2023. He also has experience as a Customer Relationship Advocate at Fidelity Investments from 2021 to 2022. Brady holds insurance licenses in Arkansas and California. Outside of his professional work, Brady engages in activities such as football, social events with friends, hiking, music, and scuba diving.

Jason Gray is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity affiliates since 2007. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its role advising registered investment companies and delivering model portfolios to intermediary platforms.

Kelly Johnston is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 63 and Series 66 designations. She serves on the board of Utah Women's Athletics, a nonprofit sports organization in Salt Lake City. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in developing model portfolios.

Garek Johnson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Fidelity since 2012. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, with a focus on systematic methodologies and long-term asset allocation.

Cayden Smith is a Financial Advisor with Merrill Lynch Wealth Management, serving clients as a Merrill Financial Solutions Advisor. He focuses on understanding clients' financial priorities to help develop strategies that address short-, mid-, and long-term goals. Cayden collaborates closely with clients to provide guidance in areas such as investing, retirement planning, and saving for unexpected events. Additionally, he connects clients with specialists in banking, credit, home financing, and small business solutions offered by Bank of America. He brings expertise in managing complex financial demands, including home purchasing, college savings, elder care, and healthcare preparation. Cayden works one-on-one with clients to define their financial goals and tailor portfolio strategies accordingly. As clients' situations evolve, he offers ongoing advice and adjusts strategies to align with changing needs. Cayden holds a Bachelor's Degree from the University of Utah and the Personal Investment Advisor (PIA) designation.

Braun Bullock is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, progressing through roles including Financial Representative, High Net Worth Financial Representative, Investments Solutions Representative, Investment Consultant, and Planning Consultant before his current position. He holds certifications as a Certified Financial Planner™ and possesses insurance licenses in Arkansas and California. Braun focuses on understanding each client's unique financial situation to develop tailored investment plans. Outside of his professional work, Braun's personal interests include fitness, movies, music, parenthood, and theater.

Nicholas Lacoille is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at PepsiCo and held various roles in retail and service industries. 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 to develop model portfolios across mutual funds, ETFs, and ETPs.