Marcus Nelson is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Bank, CarMax, and Mountain America Expo Center among others. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions within a diversified and modern portfolio theory framework.

Jacob Lignell is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2025. Prior to this, his background includes roles in property management, hospitality, and full-time service volunteering. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a variety of clients, including retail and institutional investors, using a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI in research.

Douglas Wunderli is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity in 2025, he worked at Noble Home Loans for 13 years. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Brandon Poole is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he held positions at Verizon Wireless and several other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, and it acts as an advisor to multiple registered investment companies and fund-of-funds.

Tanner Denison is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes multiple roles at Altabank and experience in various positions at Utah State University and other organizations. Strategic Advisers LLC, a Fidelity Investments company, 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 notable for its use of systematic methodologies, management of fund-of-funds structures, and incorporation of AI and algorithmic methods in its investment process.

Greg Hill is a financial advisor at Fidelity with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2008. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Lori Smith is a financial advisor at Fidelity with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. She serves as a board member at large for The Wilshire Condominium Project in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, utilizing proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also has distinctive roles including commodity pool operator registration and advisory services to multiple registered investment companies.

Trent White is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 63 designation and has one year of industry experience. His prior work includes roles at DiSys, AmTrust Financial Services, Amazon, and the University of Utah. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Dustin Bruce is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works closely with individuals and families to create and implement financial plans. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2024 to 2025, and as a Financial Advisor at Morgan Stanley from 2023 to 2024. He began his career as a Financial Consultant at E*TRADE, where he worked from 2018 to 2023. Dustin is a CERTIFIED FINANCIAL PLANNER™ and holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys spending time at the beach, playing board games, hiking, and parenthood.

Aaron Johnson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked at Wells Fargo Clearing and JP Morgan Chase Bank and Securities between 2011 and the present. Outside of his financial advisory role, he owns and operates IM Entertainment, where he serves as a web designer. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Taylor Avery is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Avery worked at Wells Fargo for two years and has a diverse background that includes full-time education and religious service. Outside of finance, Avery operates Word Cheetah, a word game solving and information service involving simple web development. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm manages multi-manager and fund-of-funds structures while maintaining oversight of sub-advisers and applying systematic methodologies to asset allocation.

Taylor Hansen is currently an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Taylor progressed through several positions at Fidelity Investments, including Investment Solutions Representative II and I, High Net Worth Service Associate II and I, and Customer Relationship Advocate between 2022 and 2026. In Taylor's work, there is a focus on assisting individuals and families with financial planning by understanding clients' lives and collaborating to create financial plans that align with their goals. The aim is to support clients in feeling confident and comfortable with their financial plans. Outside of professional responsibilities, Taylor has interests in outdoor adventures, soccer, and traveling.

Shawn Talbot is a Vice President and Financial Consultant at Fidelity Investments. In his role, he partners with clients and their families to understand and prioritize their goals, aiming to create retirement income plans and investment strategies aligned with their long-term financial objectives. Shawn has been with Fidelity Investments since 2010, progressing through positions including Customer Service Representative, Annuity Service Representative, Annuity Planning Consultant, and currently serving as Vice President, Financial Consultant. He holds insurance licenses in Arkansas and California. Outside of his professional work, Shawn has interests in fitness, hiking, outdoor adventures, running, and yoga.

Tyler Cardon is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Financial Representative, Retirement Relationship Manager, Director of Retirement Planning, and Financial Consultant. His experience spans comprehensive financial planning and retirement planning, where he collaborates with clients to develop financial plans tailored to their goals and concerns. Tyler holds insurance licenses in Arkansas and California.

Timothy Carr is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. He has been with Fidelity Investments since 1999, progressing through various positions including Financial Consultant and Senior Investment Representative across both branch and regional center offices. With 27 years of experience in the financial services industry, Timothy focuses on creating straightforward, tailored financial plans for clients. His approach emphasizes managing risk, reducing costs, and tax-efficient investing. Outside of his professional work, Timothy enjoys biking, hiking, outdoor adventures, and participating in family activities. He is also involved in volunteering.

Matthew Iglesias Heffner is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at RBC Wealth Management, Northwestern Mutual, and the David Eccles School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base, including charitable funds and registered investment companies, and is notable for its use of advanced technologies and formal advisory roles to multiple registered funds.

Andrew Adams is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at the Transportation Security Administration, Amazon, and Guaranteed Rate Affinity. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services to registered investment companies and intermediary platforms.

Daniyal Afroz is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Deloitte & Touche LLP and Goldman Sachs. Afroz is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration as a commodity pool operator and the use of AI-driven research methods.

Scott Cook is a financial advisor at Fidelity with a Series 66 designation and beginning industry experience. His prior roles include positions at Milestone Financial Advisors and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and serves as an advisor to multiple registered investment companies.

Edward Felt is a financial advisor at Charles Schwab with 34 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Charles Schwab in 2020, he worked at USAA Investment Management Company and USAA Financial Advisors, Inc. from 2016 to 2020. He also operated a small business, Sparkle Tile, Carpet, and Upholstery, from 2015 to 2020. Charles Schwab & Co. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment onboarding process.