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.

Blake Chase is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through several roles within Fidelity, including Planning Consultant, Investment Management Consultant II and I, Investment Solutions Representative, High Net Worth Associate, and Customer Relationship Advocate, accumulating extensive experience in financial services since 2021. Blake holds insurance licenses for the states of Arkansas and California. His professional focus involves supporting clients and their families by advocating for their priorities and working collaboratively to develop and improve financial plans. He emphasizes building strong, trust-based relationships with clients. Outside of his professional career, Blake has interests in fitness, motorcycles, music, skiing, and traveling.

Kevin Dicianna is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he coaches youth soccer and serves as a soccer referee for Utah Youth Soccer. 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 includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Quintin Gardner is a financial advisor with Raymond James & Associates in Salt Lake City, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services, where he spent 12 years in various roles before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through multiple programs and leveraging various portfolio management styles and affiliated research.

Evan Coulter is a Series 66-licensed advisor with Fidelity in Salt Lake City, UT, and has been with the firm since 2025. Prior to joining Fidelity, he worked at CarMAX and held positions at Camp All American and SkyZone. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves multiple registered investment companies with formal advisory and governance roles.

Daryan Van Meeteren is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019, as well as at U.S. Bank and U.S. Bancorp Investments prior to that. His background also includes a decade at Sports Imaging. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and maintains roles in fund advisory and model portfolio delivery.

Douglas Anderson is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Based in Salt Lake City, UT, Anderson’s career spans various capacities within the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Stephen Sundstrom is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 1995. Outside of his advisory work, he creates videos on YouTube covering pop culture and media topics. Stephen 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 and offers specialized advisory solutions including model portfolios and fund-of-funds structures.

Brandon Smedley is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2021, serving in various capacities including Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate. Brandon's professional approach involves partnering with clients to develop financial plans that support their future success and provide satisfaction in retirement. He emphasizes the importance of a strong client-advisor relationship to foster confidence and security in financial planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Brandon engages in activities such as boating, family activities, motorcycles, outdoor adventures, and skiing.

Adam Uribe is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Fidelity entities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and supervisory oversight.