Kyle Brown is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at State Bank of Southern Utah and Southern Utah University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive activities including registration as a commodity pool operator and advisory roles for multiple registered investment companies.

Ricki Gallagher is a Financial Consultant currently working at Fidelity Investments since 2024. She has experience in financial advisory roles, having worked as a Financial Advisor at Morgan Stanley from 2023 to 2024 and as a Financial Consultant at E*TRADE Financial from 2012 to 2023. Gallagher holds insurance licenses in both Arkansas and California. Outside of her professional career, she has interests in fitness, golf, skiing, and traveling.

Jacob Rausch is a financial advisor at Fidelity with Series 63 and Series 65 credentials and seven years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Ameriprise Financial Services and E*TRADE Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Gary Nigbur is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Eric Plott is a financial advisor with Fidelity in Salt Lake City, Utah. He holds Series 66 and Series 63 licenses and has 11 years of industry experience, including more than a decade at Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction and has a formal advisory role to multiple registered investment companies.

Mark Ekwall is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at Happy Honu Trading and Training and spent sixteen years at Trader Joe’s Company. He serves on the board of directors for Lamb Lion.org, a spiritual education organization. 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 mix of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable roles in commodity pool operations and advisory services for registered investment companies.

Benjamin Harrison is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Wells Fargo Bank, Amazon, the LDS Church, Varsity, and Provo High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering both discretionary and non-discretionary plan management options.

Brett Ovard is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Salt Lake City, Utah. Outside of his advisory role, he serves as a brand ambassador for a training supplements company, promoting products without compensation. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies.

Michael Harrison is an Investment Solutions Representative III at Fidelity Investments, where he has worked since 2024. In his role, he collaborates with individuals and families to develop financial plans that align with their unique goals. Prior to his current position, he held various roles at Fidelity, including Investment Solutions Representative II and I, as well as Customer Relationship Advocate. Before joining Fidelity, Michael worked as a Loan Officer and Loan Officer Assistant at Utah Independent Mortgage Company and Angel Oak Home Loans. Michael holds insurance licenses in Arkansas and California, supporting his expertise in financial and insurance services. Outside of his professional career, he has personal interests that include beach activities, boating, camping, attending concerts, caring for pets, and playing soccer.

Michael Francis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Merrill Financial Associates and has held roles in the food service industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Nathan Hansen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2008 and has worked with Fidelity Personal and Workplace Advisors since 2018. Hansen is currently based in Salt Lake City, UT. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it manages model portfolios across various asset classes using systematic methodologies.

Mathew Harris is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Before joining Fidelity in 2025, he worked at Game Changerz, the University of Utah, Utah Valley University, and E*Trade Securities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from mutual funds, ETFs, and ETPs.

Jose Machuca is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses and four years of industry experience. His prior work includes roles at Thrivent Investment Management Inc and academic positions at California State University Fullerton and El Camino College. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Mark Dickamore is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA, Mariner Wealth Advisors, and One Capital Management. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to third-party managers and customized investment strategies.

Alyssa Schoenfeld is a financial advisor at Fidelity with Series 66 and Series 63 registrations and four years of industry experience. She has worked at Fidelity Brokerage LLC since 2021 and has prior experience at Odyssey House, Morgan Stanley, Maurice's, and Discover Products Inc. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages multiple registered investment companies and fund-of-funds with formal governance and oversight procedures.

Conner Freese is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual and has held positions in the healthcare and technology sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios, and it serves as an advisor to multiple registered investment companies.

Adam Gillett is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he worked at RC Willey for five years. His background includes roles in retail and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Penny McGrath is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked across various Fidelity entities since 2007. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also engages in fund advisory and manages model portfolios with oversight of affiliated and unaffiliated sub-advisers.

Seth Boyea is a financial advisor at Fidelity with 7 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles with Fidelity Brokerage Services, LLC, as well as positions outside the financial industry at Kwik Trip, UW-Health, and the UW-Madison Police Department. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

Tyler Struble is a financial advisor with Fidelity in Salt Lake City, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Utah Valley University and credit unions. Outside of his advisory role, he is the sole proprietor of T-Bar Customs, an automotive painting business specializing in motorcycle paint. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm manages multi-manager and fund-of-funds structures and is noted for its use of algorithmic methods and formal advisory roles to multiple registered investment companies.