Russell Watkins is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2020, following roles at Solo LLC, Total Solar Solutions, Vivint Smarthome, and Scatterbrain Tees. Outside of his advisory work, Watkins owns and operates Ethereal Apparel, a screenprinting clothing business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Louie Smith is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work history includes roles at SET Collections and Garnish Events. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and oversees multiple registered investment companies and fund‑of‑funds.

Richard Green is a financial advisor at Fidelity with Series 66 credentials. He has been with Fidelity Investments since 2025 and previously worked for 30 years at Doug Smith Autoplex. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and is notable for its use of AI and formal advisory roles with multiple registered funds.

Casey Parkin is a financial advisor at Fidelity with Series 66 and Series 63 credentials and five years of industry experience. He has worked at Fidelity Investments since 2020 and previously spent eight years at JetBlue. 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 is noted for its role as a commodity pool operator, advisory work for registered investment companies, and use of AI-driven methodologies in portfolio management.

Ken Ho is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 credentials and has nine years of industry experience, including time at Wells Fargo Advisors. 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 offers both brokerage and advisory solutions.

Chantal Drew is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she held roles at Macy's, Brigham Young University, and West Salem High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm utilizes a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it offers discretionary and non-discretionary advisory services as well as fund advisory and model portfolio delivery.

Daniel Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2015. 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Skyler McNeil is a Financial Consultant currently working at Fidelity Investments. In this role, Skyler collaborates with clients to develop financial plans and investment strategies aligned with their goals. Skyler has been with Fidelity Investments since 2019, holding various positions including Investment Management Consultant II, Workplace Planning Consultant II and I, Investment Solutions Representative, and Customer Relationship Advocate. Prior to joining Fidelity, Skyler gained experience as a Loan Officer Intern and Teller at America First Credit Union from 2018 to 2019. Skyler holds insurance licenses in Arkansas and California.

Ryan Stone is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Randall Terrell is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and other sources to guide its investment approach.

Kellan Whitaker is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He began his career with Fidelity in 2021 and has progressed through positions including Customer Relationship Advocate and various levels of Investment Solutions Representative before his current appointment. In his work, Kellan focuses on helping clients achieve financial security and prosperity by offering guidance on budgeting, investing, and wealth planning tailored to individual needs. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Kellan's interests include camping, cooking and baking, family activities, movies, reading, and traveling.

Matthew Hearty is a Vice President and Financial Consultant at Fidelity Investments, where he has been working since 2006. In his current role, he collaborates with clients to develop financial plans and implement investment strategies tailored to address complex financial needs, utilizing Fidelity's tools and expertise. Hearty's experience at Fidelity spans several positions, including Annuity Sales Representative, Financial Consultant, Proactive Investment Consultant, Investment Sales Representative, and Financial Representative. He holds insurance licenses in Arkansas and California and is a Certified Financial Planner (CFP4). Outside of his professional career, Matthew Hearty engages in activities such as biking, camping, fitness, hiking, horseback riding, and plays musical instruments.

Nicholas Lombard is a financial advisor at Fidelity Investments with a Series 66 designation and four years of industry experience. He has been with Fidelity since 2022, following prior roles in various industries including automotive and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and AI in research, as well as its role in advising multiple registered investment companies.

Jaxen Gowans is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients on retirement, investing, and wealth planning tailored to their unique needs and aspirations, aiming to help them work toward financial security and prosperity. Jaxen has progressed through various positions at Fidelity Investments since 2021, including Investment Solution Representative levels I through III, High Net Worth Service Representative, and Customer Service Representative. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jaxen has personal interests in cars, fitness, motorcycles, and snowboarding.

Isaac Martinez is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. He has worked at Fidelity Investments since 2024. Outside of his advisory role, he is the sole proprietor of Stroop, a business where he makes and sells stroopwafels at festivals and markets. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Marcus Wyckoff is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments, a position he has held since 2020. In this role, he focuses on helping clients utilize Fidelity's tools and resources to optimize their financial planning. Marcus works with clients to build financial plans aimed at achieving their financial goals. His professional experience centers around benefits and planning consulting within the investment sector. Outside of his professional work, Marcus has interests in cars, fitness, football, motorcycles, music, and outdoor adventures.

Tiffinie Wolf is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Michelle Graff is a financial advisor at Fidelity with eight years of industry experience. She holds the Series 66 and Series 63 designations and has worked at firms including Northwestern Mutual and Central Bank. 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. The firm is noted for its role in managing registered investment companies and delivering model portfolios using systematic methodologies.

Brooke Larsen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Patrick Mueller is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at the University of Utah's David Eccles School of Business for three years. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.