Carlos Robleto is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 66 and Series 63 designations. Outside of his advisory role, he is also active as a mobile DJ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment strategies.

Dillon Clark is a Financial Consultant I at Fidelity Investments, where he has held various roles since 2020. His experience includes positions such as Planning Consultant, Investment Solutions Representative III, and Workplace Planning Consultant II, reflecting a progressive career within the company. Prior to joining Fidelity Investments, Dillon worked as a Financial Account Manager at AmeriCapital from 2019 to 2020. Dillon believes that financial plans should be tailored to the unique goals of each individual and family. He works collaboratively to understand what is important to his clients, helping them work towards their specific financial objectives. He holds insurance licenses in both Arkansas and California. Outside of his professional work, Dillon has personal interests in cars, hiking, and snowboarding.

Steven Pagoaga is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked with Raymond James since 2019 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. He is also an active member of the US Army National Guard. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Anthony Morris is a financial advisor with Wells Fargo Clearing based in Salt Lake City, UT. He holds a Series 66 designation and has 18 years of industry experience, including five years with Wells Fargo Advisors LLC prior to his current role. Morris serves as an investment committee member on the Utah Tech University Foundation Board, where he assesses portfolio risks and ensures alignment with the committee's investment policies. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research and analytics.

Adam Metcalf is a financial advisor with Fidelity who holds Series 66 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Medicor and Upwell Health Services, as well as a period with the Church of Jesus Christ. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a diverse client base through discretionary and non-discretionary management, fund advisory, and model portfolio delivery.

Brian Kahn is a financial advisor with Morgan Stanley in Park City, UT, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2013 and is also involved in educational activities, including teaching fundamental and technical analysis and trading psychology at the University of Utah’s Adult Education program. Additionally, he volunteers as an event planner for Park City Green Drinks, a community group focused on green lifestyle topics. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Wesley Reynolds is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at UPS, UC San Diego, Castle Aura Enterprise, and California State Parks. Reynolds is based in Salt Lake City, UT. 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 systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction across various fund structures and model portfolios.

Michael Tate is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Bryan Strate is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Trevor Darley is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 and Series 66 designations. His career at Fidelity includes roles at both Fidelity Investments and Fidelity Brokerage Services LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mandates including registered investment companies and model portfolios.

Joseph Nielson is a CFP® professional with 10 years of industry experience, currently serving at Equitable Advisors since 2017. His prior roles include positions at Axa Advisors, LLC, Mass Mutual Investors Services, MassMutual Life Insurance Company, and ADP. Outside of his advisory work, Nielson is involved as a state referee with the United States Powerlifting Association and holds a leadership role with BNI Utah North, supporting local networking groups. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm’s approach integrates personalized risk assessment with advisory programs delivered through third-party managers and in-house portfolio advisors.

Edward Grimm 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 worked at various Fidelity entities since 2012. Outside of his advisory role, he is a manager of Rusty Rentals LLC, overseeing the business on a passive basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of fundamental research and quantitative analysis to build algorithm-driven model portfolios and acts as an advisor to multiple funds, with formal oversight and proxy-voting capabilities.

Mark Leone is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2014. In addition to his advisory role, he is involved as an independent insurance agent and owns an LLC for liability purposes. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of portfolio management approaches and platform arrangements.

Marc Drew is a financial advisor with Equitable Advisors in Salt Lake City, UT, holding a Series 66 designation and 22 years of industry experience. He has worked at Equitable Advisors since 2003 with prior experience at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he serves as Vice President of Sweet Shops, Inc. Equitable Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Adara Jones is a financial advisor at Fidelity with a Series 66 credential. She has prior experience at Morgan Stanley and several other firms across diverse industries. Jones is based in Salt Lake City, UT. Fidelity’s subsidiary Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves retail and institutional investors with model portfolios constructed from mutual funds, ETFs, and ETPs, and has a formal advisory role to multiple registered investment companies and fund-of-funds.

Brandon Bennion is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 66 and Series 63 licenses and is based in Salt Lake City, UT. Bennion has worked at Fidelity Investments since 2011. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Brett Kidder is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2022, progressing through various roles including Investment Solutions Representative I and II, Investment Solutions III, and Customer Relationship Advocate. Brett holds insurance licenses in Arkansas and California. His work focuses on collaborating with clients to develop financial plans tailored to their individual needs and goals. Outside of his professional role, Brett has interests in baseball, camping, cooking and baking, fishing, family activities, and parenthood.

Jeffrey Edwards is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with various divisions of Fidelity since 2007, including Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company where he operates, provides investment management and advisory services to retail and institutional clients, as well as charitable funds and registered investment companies. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering portfolio management and advisory services that incorporate model portfolios and systematic methodologies.

Tell White is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he held roles at Frito-Lay, Utah Valley University, and Wal-Mart. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and the use of advanced technologies such as AI and long-term asset allocation strategies.

Tami Tingey is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 65 and Series 63 credentials and has 12 years of industry experience. She has been affiliated with Zions Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.