Stephen Burton is the Director and Executive Services Officer at Fidelity Investments. In his role, he focuses on providing service and support to clients, particularly in discussions and planning related to Equity Compensation Awards earned through employment. He aims to help clients understand how to incorporate these awards into their overall financial plans and goals, working collaboratively with business partners to offer a comprehensive approach. Stephen has been with Fidelity Investments since 2010, holding positions including Executive Services Officer since 2022, Portfolio Specialist from 2013 to 2022, and Stock Plan Specialist from 2010 to 2013. Prior to joining Fidelity, he was a Licensed Personal Banker at Wells Fargo from 2007 to 2010. Outside of his professional responsibilities, Stephen enjoys activities such as camping, cars, family activities, fishing, kayaking, and parenthood.

Todd Davis is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Village Capital Investment and several other firms. Outside of his advisory work, he is a self-published author. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified investment vehicles.

Mark Jessup is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2004 and rejoined Merrill Lynch as a Financial Advisor in 2015 after prior experience as a Client Associate with the firm. Before returning to Merrill Lynch, Mark spent four years at Goldman Sachs working as a Controller in the fixed income space of the Finance Division and as an Analyst in the equity department of the Operations Division. His roles at Goldman Sachs involved partnering with traders to manage firm risk and collaborating with asset managers, institutional clients, and hedge funds. These experiences have contributed to his long-term investment approach and client service capabilities. Mark holds a bachelor's degree in Finance with an emphasis in Investments from the University of Utah and maintains Series 7 and 66 FINRA registrations. He is a member of The Church of Jesus Christ of Latter-day Saints and participates in church leadership and organization. Outside of work, Mark enjoys cycling various disciplines and cooking with his wife, Adrienne, and their three children.

Michael Smith is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has 19 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. He has been with Wells Fargo Clearing since 2016. 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 supported by research and analytics from Wells Fargo Investment Institute.

Janelle Thompson is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Fidelity, she worked in various roles including positions at the University of Utah School of Medicine and the Neurobehavioral Center for Growth. 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 to manage multi-manager and fund-of-funds structures.

Ian Arave is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and having four years of industry experience. He has worked at Fidelity Investments since 2021, with prior roles including coaching the Utah Valley University men's club lacrosse team. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, employing a methodology that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

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 at Fidelity in Salt Lake City, UT, with 11 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Brokerage Services LLC since 2014. 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 employs a blend of fundamental research and quantitative analysis to construct model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Mark Ekwall 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 Happy Honu Trading and Training and spent 16 years with Trader Joe’s Company. He serves on the board of directors for Lamb Lion.org, a spiritual education organization. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a blend of fundamental research, quantitative analysis, and algorithmic methods. The firm advises multiple registered investment companies and employs oversight controls to manage conflicts of interest.

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 Francis is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and four years of industry experience. His prior work includes roles at Merrill Financial Associates and various positions outside finance, such as at Orlando's Mexican Restaurant and Pitmaster BarBQue Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs.

Nathan Hansen is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and it serves a broad range of investors through discretionary and non-discretionary advisory approaches.

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 at Fidelity with Series 66 and Series 63 designations and four years of industry experience. His prior work includes roles at Thrivent Investment Management Inc and teaching positions at California State University Fullerton and El Camino College. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and maintains an advisory role to multiple registered investment companies.

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 licenses and four years of industry experience. Her prior work includes roles at Morgan Stanley and Odyssey House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its formal advisory roles to registered investment companies, use of AI and algorithmic methods in research, and extensive oversight in portfolio and governance management.