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 one year of industry experience. His prior roles include positions 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, offering discretionary and non-discretionary portfolio management as well as fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves multiple registered investment companies.

Andrew Adams is a Series 66-licensed financial advisor at Fidelity with 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 retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its algorithmic portfolio construction, advisory role to multiple registered investment companies, and registration as a commodity pool operator.

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.

Lake Jacobs is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in various non-financial roles including positions at Unifi Aviation and Lowe's. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios comprised of mutual funds, ETFs, and ETPs.

Curtis Leasure is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he pursues photography as a hobby with occasional sales. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Souriya Khaophachanh is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2020, with prior roles at Northwestern Mutual Investment Management and William Koch. 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 combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Susan Hanney is a financial advisor with UBS Financial Services in Salt Lake City, holding Series 63, 65, and 66 licenses and bringing nine years of industry experience. She has previously worked at Salomon Smith Barney Inc. for 25 years and has held various roles outside finance, including positions in education and real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Kimberly Hernandez is a Series 66–licensed financial advisor with Wells Fargo Clearing in Salt Lake City, UT, with nine years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2017 and previously spent two years with Ken Garff Automotive Group. Outside of her advisory role, she manages several rental properties. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services, utilizing research and analytics from internal and third-party sources to guide its investment approach.

Ryan Norris is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of his advisory role, he is a 50% owner of Total Essential Wellness Inc., a business based in Draper, UT. 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 a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Logan Herzog is a CFP® professional with seven years of experience in financial advising at Raymond James Financial Services Advisors, Inc. He has been with Raymond James since 2016, including prior roles at OPT Connect. Outside of his advisory work, he and his brother plan to operate a hobby-related business focused on purchasing, repairing, and reselling used cars. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning and employs analytical tools to illustrate potential outcomes, supporting clients through its broad advisor network and specialized advisory programs.

Kyle Fredrickson is a financial advisor at Fidelity with Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory services for registered investment companies and model portfolio construction. The firm integrates proprietary fundamental research with quantitative and algorithmic methods, and has a formal advisory role for various investment funds.

Heather Brassard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 14 years of industry experience. Prior to joining Fidelity, she worked at The Vanguard Group for 11 years. Outside of her advisory role, she engages in crocheting stuffed animals as a hobby. She is part of Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Mia Sanone is a Series 66 licensed financial advisor at Fidelity with less than one year of industry experience. She has held several short-term positions prior to joining Fidelity, including roles with Gavin Rawle and Diane Etherington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and uses systematic methodologies in managing model portfolios.

Cameron Adams is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Cameron partners with dedicated Wealth Management teams to address client service and planning needs, acting as a liaison with Fidelity's business partners to provide centralized financial guidance. Cameron has been with Fidelity Investments since 2011, progressing through various roles including Core Service Representative, Managed Account Service Representative, Managed Account Service Help Desk, Managed Account Support Specialist, and Planning Consultant before becoming a Regional Planning Consultant. This extensive experience within Fidelity has provided Cameron with in-depth knowledge of financial planning and client service operations.

Tyler Bishop is a financial advisor at Merrill in Salt Lake City, UT, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Merrill and Bank of America in 2025, he worked at Fidelity Brokerage Services LLC for five years and spent five years with Jensen's Guaranteed Pest Control. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.