Sebastian Swanson is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Charles Schwab, Park Avenue Securities, and Guardian Life Insurance Company of America. He also spent five years affiliated with the University of Nevada Las Vegas. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary research with quantitative and algorithmic methods to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves as a formal advisor to multiple registered investment companies.

Scott Hartman is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their Financial Consultants to develop personalized financial plans aimed at achieving financial security and peace of mind. He focuses on creating strategies that account for clients' current financial situations, goals, and risk tolerance, while providing ongoing support to adapt plans as life circumstances evolve. Prior to his current role, Scott worked as a Relationship Manager at Fidelity Investments from 2021 to 2023 and began his financial services career as a Financial Advisor at Equitable Advisors, LLC from 2020 to 2021. His experience spans client relationship management and financial planning. Outside of his professional work, Scott engages in activities such as cooking and baking, fishing, playing musical instruments, spending time with pets, scuba diving, and snowboarding.

Tysen Gasper is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, he held various roles in the food and service industry. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Noah Jackson is a Financial Consultant at Fidelity Investments, where he has been working since 2022. Prior to this role, he held several positions within Fidelity Investments, including Planning Consultant from 2020 to 2022, Relationship Manager from 2018 to 2020, Financial Representative from 2017 to 2018, and High Net Worth Representative from 2016 to 2017. Before joining Fidelity, he worked as a Financial Representative at MetLife Premier Client Group in 2015 and as a Division Leader at Primerica in 2015. Throughout his career, Noah has focused on helping clients achieve their financial goals by co-creating sound financial plans. He holds insurance licenses in Arkansas and California. Outside of his professional work, Noah enjoys camping, family activities, exploring food, football, hiking, and outdoor adventures.

Daniel Murdock is a CFP® professional with 41 years of industry experience, currently serving at Equitable Advisors since 1996. He previously worked with Axa Advisors, LLC, from 1996 to 2020. Outside of his advisory role, Murdock is a senior executive coach providing training and development to executives and teams. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Matthew Vallejo is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and The Vanguard Group. Vallejo is currently based in South Jordan, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and utilizes AI-driven methods in its research and portfolio management.

Ikechukwu Ezugwu is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked previously at Transamerica Financial Advisors, Wfgia, and Managed Wealth Financial. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis within a centralized consulting team and delivers periodic, non-discretionary recommendations tailored to clients’ Ameriprise-managed accounts.

Bradford Murray is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at various organizations including the ENT Center and Allergy Associates of Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Kyle Graham is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He has been with Fidelity Investments since 2022, progressing through roles including Investment Solutions Representative I, II, and III, as well as Customer Relationship Advocate. Prior to joining Fidelity, Kyle gained experience as an Escrow Accounting Intern at Texas Partners Title from 2020 to 2021. Kyle holds insurance licenses in Arkansas and California. He emphasizes a personalized approach to financial planning, working to understand each client's unique financial goals and co-creating plans that help clients feel confident and comfortable. Outside of his professional work, Kyle engages in board games, family activities, and plays musical instruments. He is also involved in parenthood.

Ethan Nakaya is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Fidelity, he held roles at various companies including Davidson Defense Inc. Outside of his advisory work, he builds custom headlights for off-road vehicles as a freelance hobby. 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 a wide array of investment strategies.

David Garriott is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC serves a broad range of clients, including retail and institutional investors, through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of proprietary research and quantitative analysis with algorithmic portfolio construction, and it is noted for its use of systematic methodologies and formal advisory roles to multiple registered investment companies.

Pamela Fisher is a financial advisor with Raymond James & Associates in Salt Lake City, UT, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. Her prior work includes long tenures at Merrill and Bank of America. Outside of advising, she is a joint owner of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Kalvin Stinger is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 securities licenses. Outside of his advisory role, he has worked as an independent contractor for Doordash on a limited basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.

Brian Wells is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. He has been with Fidelity since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. 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 offers discretionary and non-discretionary advisory services, fund advisory, and model portfolios, and engages in activities such as commodity pool operation and advisory roles for multiple registered investment companies.

David Taylor is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he is a partner and manager of an LLC established as an asset protection vehicle for a vacation property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers services supported by structured financial planning tools and a broad suite of retail and institutional investment options.

Shane Johnson is a financial advisor with Fidelity Investments and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Strategic Advisors Inc. and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides oversight for sub-advisers while incorporating AI and systematic methodologies in its process.

Melissa Sipherd is a Series 66-licensed financial advisor with six years of industry experience, currently with LPL Financial. Her prior experience includes roles at Raymond James Financial Services and Merrill. She also operates Utah Wealth Strategies, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice provided by a large network of investment adviser representatives using a range of investment strategies.

David Shipley is a CFP® professional with 23 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Zions Bank in Salt Lake City, UT, and has held prior roles at J.P. Morgan Securities, Chase Investment Services, Woodbury Financial Services, and Northwestern Mutual Investment Management. Shipley also serves as a Provo City Council member and works as an adjunct professor teaching online finance courses. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, supported by a large network of investment adviser representatives and a broad suite of technology and operational tools.

Kyden Lee is a financial advisor at J.P. Morgan Securities in Salt Lake City, UT, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, Lee worked at Evercore Inc. and Portfolio Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research to support model asset allocations.

David Norton is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with various Fidelity entities since 2007. In addition to his advisory roles, he has been affiliated with the University of Utah since 2003. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies, use of systematic methodologies including AI, and participation in fund governance and proxy voting.