Jacob Hann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held various roles in retail, education, and service industries. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Johnathan Tarancon is a financial advisor at Wells Fargo Advisors with nine years of industry experience. He holds a Series 66 credential and has been with Wells Fargo Clearing Services LLC since 2017. His prior work experience includes roles at Walmart and Weber State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides a broad range of investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning solutions using Wells Fargo research and tools, with services spanning cash-flow, retirement, education, risk, wealth-transfer, and specialized areas such as business-owner transition and special-needs analysis.

Brenda Ledesma is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Her work history includes roles at various companies such as Weave, AskNicely, and TaxDome, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Collin Rigby is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes extensive roles at TD Ameritrade Investment Management, LLC, and TD Ameritrade, Inc., spanning from 2006 to 2024. He is currently based in Cottonwood Heights, UT. Charles Schwab & Co., Inc. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investment options within an integrated operational structure.

Sean Creason is the National Director of Wealth Management at Fidelity Investments, a position he has held since 2023. In this role, he leads the PWM IMC team that partners with Wealth Management Advisors to assist clients in designing, implementing, and monitoring investment strategies aimed at achieving their long-term investment goals. Sean has extensive experience within Fidelity Investments, having served as a PWM Investment Management Consultant from 2013 to 2023, a Portfolio Specialist from 2010 to 2013, and a Client Management Representative from 2007 to 2010. His career reflects a consistent focus on wealth management and client investment strategies. Outside of his professional work, Sean enjoys camping, hiking, soccer, and traveling.

Braden Danise is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience. Outside of his advisory role, he provides support for people with disabilities and their families through the Utah Division of Services for People with Disabilities. 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, managing approximately $671 billion in assets.

Kelly Spencer is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors since 2022, following six years at Wells Fargo Clearing and three years at Prudential Equity Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored client recommendations.

Brett Beyer is a financial advisor with Fidelity, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wayfair and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, fund advisory services, and model portfolios, utilizing systematic methodologies and oversight controls.

Charles Larsen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at Loop and OfficeMax, as well as positions in education and municipal services. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios for intermediary platforms.

Caleb Carr is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior work history includes roles outside finance, such as with Amazon and in the renewable energy sector. He has also been involved with Greater Eastside Junior Football. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base and maintains roles in managing fund advisory services and delivering model portfolios for Fidelity Institutional Wealth Adviser.

Jacob Williams is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at GNC for two years and held roles at Victory Ranch Club and Deer Valley Ski Resort. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to multiple registered investment companies and fund-of-funds.

Jared Heaton is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked across multiple Fidelity entities since 1995. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Connor Mccluskey is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held various roles including positions with the Salt Lake City School District and Whole Foods Market. Outside of finance, he is also involved in music production. Fidelity’s affiliated firm, Strategic Advisers LLC, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across diversified fund structures.

Nathan Young is a Financial Consultant at Fidelity Investments, bringing extensive experience within the firm since 2007. He has held roles as a Financial Consultant from 2007 to 2017, served as a Director Retirement Planner from 2017 to 2023, and continues to support clients in his current position as a Financial Consultant since 2023. His work focuses on assisting families and individuals in building and preserving their financial lives. Nathan holds certifications including CFP4, and has passed the Series 7, 63, and 65 exams. He is also licensed in insurance in both Arkansas and California. These qualifications support his expertise in comprehensive financial planning and insurance solutions. Outside of his professional responsibilities, Nathan's interests include family activities, football, motorcycles, movies, and music.

Benjamin Dunn is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at the Veterans Affairs Medical Center and various positions in the service industry. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and multiple registered investment companies.

Lydia Parkinson is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments. She has been in this role since 2025 and previously worked as a Workplace Planning Consultant at Fidelity from 2023 to 2025. Lydia focuses on helping clients utilize the tools and resources Fidelity provides to build effective financial plans aimed at achieving their financial goals. Her professional experience centers on benefits and financial planning, supporting clients in optimizing their relationship with Fidelity. Outside of her work, Lydia engages in various personal interests including art, cooking and baking, family activities, fitness, skiing, and yoga.

Marisa Hampton is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and previously worked at Health Plan of San Joaquin and Michaels Arts and Crafts. Outside of her advisory role, she is employed as licensed staff at Alta Management Group LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, supported by a centralized consulting team and algorithmic tools.

Douglas Magby is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Primerica Financial Services since 1997 and owns White Hat Lawn Care, a non-investment business based in West Valley, UT. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Nicholas Payne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes running an online retail business and a role at Fresh Prints. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Laura Bradshaw Tezjan is a financial advisor at Ameriprise in Salt Lake City, UT, holding a Series 66 designation with five years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Play Communications Pty Ltd. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.