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.

Jason Allred is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses. He has one year of experience at Fidelity, having joined in 2025. Prior to entering the financial industry, he held various roles across multiple sectors, including positions at Taylor's Boats Inc and Wave by Ideanomics. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

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.

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 licenses. He has 22 years of industry experience and has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he pursues photography as a hobby, occasionally selling his work. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and employs diversification principles and modern portfolio theory in its investment evaluations.

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 with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2003. Outside of his advisory role, he is a 50% owner of Total Essential Wellness Inc., a non-investment-related business. 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 integrates research and analytics to guide investment selection within its broad brokerage and advisory offerings.

Logan Herzog is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2018. Prior to this, he worked at OPT Connect for two years. Outside of his advisory role, he is involved in a hobby business with his brother that buys and sells 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and also maintains unique services such as municipal advisory capabilities and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kyle Fredrickson is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Investments since 2012, including seven years at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, 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 use of algorithmic methods and AI in research, as well as its advisory roles to multiple registered investment companies.

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.