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 in 2024, he held various roles in retail and hospitality, including five years at RC Willey. Fidelity's Strategic Advisers LLC, where Gillett works, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Penny Mcgrath is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 2007. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Investments and Charles Schwab. Outside of his advisory work, he serves as a youth soccer club coach and referee in Utah. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

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 with Morgan Stanley in Salt Lake City, holding Series 63 and Series 65 designations and having 41 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm’s financial planning process uses structured discovery conversations and approved planning tools, offering plans that include modeling outcomes but generally do not provide individual security recommendations.

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 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 1999, most recently with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies and its advisory role to multiple registered investment companies and funds-of-funds.

Ann Barrus is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Bank, N.A. since 2006 and 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, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Savannah Garlick is an Investment Solutions Representative III at Fidelity Investments. In her role, she focuses on assisting individuals and families with their financial planning, aiming to co-create plans that align with clients' financial goals. Her approach involves understanding clients' lives to help them feel confident and comfortable with their financial strategies. Savannah has progressed through several roles within Fidelity Investments, beginning as a Customer Relationship Advocate in 2023, advancing to Investment Solutions Representative I in 2024, Investment Solutions Representative II in 2025, and currently serving as Investment Solutions Representative III since 2026. Outside of her professional role, Savannah has interests in art, golf, theater, and traveling.

Colton Sparks is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Fidelity Brokerage Services LLC and Edward Jones. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios and serves as an advisor to multiple registered investment companies and funds.

Leonard Penrod is a CFP® with 40 years of industry experience, currently affiliated with Cetera. He has been self-employed since 1983 and founded Penrod & Associates, where he remains active. In addition to his advisory work, Penrod is a licensed independent insurance agent and practices as a CPA providing accounting services in Salt Lake City, UT. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors nationwide.

Cynthia Llewelyn is a financial advisor at Merrill with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill and its affiliates since 1995, including Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients.

Tyler Tribett is a Wealth Management Senior Relationship Manager at Fidelity Investments. He serves as a single point of contact for affluent families, addressing their complex needs in growing, preserving, and transferring wealth. Tyler prioritizes forming strong relationships with his clients and their families, aiming to maintain their trust and provide responsive, knowledgeable client service. His professional experience at Fidelity Investments spans from 2015 to the present, beginning as a Managed Accounts Service Specialist, then advancing to Wealth Management Planning Consultant before his current role. Tyler's work focuses on wealth management and client relationship development. Outside of work, Tyler has personal interests in comedy, food, and golf.