Bryan Rodriguez is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside of financial services at Uber - Raiser LLC and several small enterprises. Fidelity's Strategic Advisers LLC, where Bryan works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, and is noted for its use of systematic methodologies and AI-driven research tools.

Karen Call is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Fidelity, she worked in massage therapy and related wellness businesses from 2019 to 2023. Fidelity’s Strategic Advisers LLC, a company within Fidelity Investments, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Dorinda Russon is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2018. In this role, she collaborates with the Wealth Management team to provide service and support aimed at building strong client relationships and assisting clients in achieving their unique financial goals. Prior to her current role, Dorinda served as a Portfolio Advisory Services Relationship Manager at Fidelity Investments from 2015 to 2018, and before that, she worked at the Service Trading Help Desk from 2012 to 2015. Her experience within Fidelity Investments spans several years, focusing on client services and portfolio management support. Outside of her professional responsibilities, Dorinda has interests in art, camping, family activities, painting, and traveling.

Ryan Smith is a CFP® professional with 15 years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Commonwealth Financial Network and WFG Advisors. Smith owns Snowpine Wealth Strategies, where he provides financial planning and investment advice. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains specialized programs for municipal advising and employer-sponsored retirement plans.

Joseph Nelson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Utah Community Federal Credit Union, Uber, Instacart, and Vivint SmartHome. 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 develop model portfolios from a universe of mutual funds, ETFs, and ETPs.

Mccarrey Bludworth is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple Fidelity entities since 2008. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive roles in commodity pool operations and the use of AI-driven methodologies.

Danielle Bellon is a financial advisor at UBS Financial Services in Salt Lake City, UT, with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Frederick Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its role as a commodity pool operator, advisor to multiple registered investment companies, and its use of AI and algorithmic methods in portfolio management.

Taylor Parkin is a financial advisor with LPL Financial in Salt Lake City, holding a Series 66 designation and 16 years of industry experience. He worked at Royal Alliance Associates from 2014 to 2022 before joining LPL Financial. Outside of advisory work, Parkin is also a licensed agent selling life, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by internal and third-party research.

Bryant Bienz is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Wells Fargo Bank, nA since 2014. Bienz has also been affiliated with academic institutions including The University of Utah and Brigham Young University. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicolas D'amico is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. His work history includes positions at Fidelity Investments and BambooHR, among others. He is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios constructed from mutual funds, ETFs, and ETPs and has distinct activities including commodity pool operations and advisory roles to multiple registered investment companies.

Scott Farnsworth is a financial advisor with LPL Financial in Salt Lake City, holding Series 63 and Series 66 designations and 27 years of industry experience. His career includes roles at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Farnsworth is associated with Zions Bank through LPL’s trade name Zions Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven investment strategies.

Pete Hayward is a Vice President and Financial Consultant with Fidelity Investments, a position he has held since 2025. Prior to this role, he served as a Financial Consultant at Fidelity from 2020 to 2025. His professional experience also includes tenure as a Financial Advisor at Vanguard from 2017 to 2020, and as an Agent with State Farm between 2011 and 2016. In his practice, Pete prioritizes understanding clients' goals, values, and desired life outcomes. He emphasizes personalized financial planning through collaboration and regular review to ensure alignment with clients' evolving needs. His approach focuses on helping clients move confidently towards financial freedom. Outside of his professional responsibilities, Pete has interests that include the beach, football, outdoor adventures, and parenthood.

Megan Gill is a financial advisor at Fidelity with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Fidelity's affiliate, 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 also serves as an advisor to multiple registered investment companies and constructs model portfolios for Fidelity Institutional Wealth Adviser.

Truong Dang is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, his work history includes roles at the University of Utah and various service positions. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

J Mark Davis is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple Fidelity entities since 1998. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, including the use of AI and long-term asset allocation benchmarks.

Brandon Baltzell is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Royal Alliance Associates, Pennington & Company, and LaunchPoint Solutions. Baltzell also manages a non-variable insurance agency, Baltzell Financial LLC, through which he sells fixed annuities and health, life, and long-term care insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

David Brighton is a Financial Consultant at Fidelity Investments, where he currently partners with clients to grow and protect their wealth through comprehensive planning and guidance. He focuses on developing plans that clients feel confident and comfortable with, enabling them to concentrate on their highest priorities and goals. David has accumulated significant experience at Fidelity Investments, holding various roles since 2001, including Senior Portfolio Specialist, Portfolio Specialist, Technical Sales Coaching Specialist, Premium Relationship Associate, Vice President - Senior Financial Consultant, Financial Consultant, Retirement Planning Group member, and Retirement Specialist. Prior to his tenure at Fidelity, he worked as a Financial Planner at WMA Securities from 1998 to 2000. He holds insurance licenses in Arkansas and California. Outside of his professional work, David's personal interests include family activities, fishing, food, gardening, theater, and traveling.

Jacob Garcia is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 65 licenses and has worked in the financial industry since 2015, including positions at America First Credit Union and Wells Fargo. Garcia joined Wells Fargo Clearing and Wells Fargo Bank in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports its offerings with research from the Wells Fargo Investment Institute and third-party sources.

Ryan Plott is a financial advisor at Fidelity with 27 years of industry experience. He has worked with Fidelity Brokerage Services, Inc. since 1998 and joined Fidelity Investments in 2025. He holds Series 63 and Series 66 credentials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms, using systematic methodologies and long-term asset allocation benchmarks.