Caleb Carr is a financial advisor at Fidelity with credentials including the Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles outside finance such as positions at Amazon and in renewable energy, as well as entrepreneurial experience with Mint Cleaning Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, often incorporating sub-advisers and systematic methodologies.

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 in education and retail. Outside of his advisory work, he has a passive involvement as a music artist. Fidelity’s Strategic Advisers LLC division provides investment management and advisory services to both retail and institutional clients, employing a systematic investment process that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction.

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.

Heather Wadley is a financial advisor at Fidelity with 4 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Fidelity Investments in 2022, she worked at Pyxant Lab and Tandem/LabCorp/Covance. Fidelity’s Strategic Advisers LLC offers 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 provides discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with an emphasis on systematic methodologies and long-term asset allocation.

Mike Holt is a Planning Consultant at Fidelity Investments, where he has been serving since 2020. In his role, he works closely with individuals and their families to co-create and develop investment plans tailored to their unique and personal goals. He utilizes Fidelity's extensive resources to address all areas of clients' financial needs. Mike has been with Fidelity Investments since 2013, holding various positions including Relationship Manager, Financial Representative at multiple Investor Centers, and Trading Financial Representative. This experience has provided him with a comprehensive understanding of financial services and client relationship management. Outside of his professional work, Mike's interests include cooking and baking, fitness, football, golf, movies, and music.

Brent Thompson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked at Fidelity Brokerage Services, LLC since 2017 and at Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of investment vehicles, including model portfolios and fund-of-funds, and incorporates AI and systematic methodologies in its process.

Jeremy Aragon is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Kristi Chapman is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior experience includes eight years with Wells Fargo Bank and Wells Fargo Clearing Services. She is also involved with Mountain America Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alexandria Peirce is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and has prior work experience at Morgan Stanley and Orangetheory Fitness, as well as roles in education at Utah Valley University and Bingham High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor strategies for clients.

Najibullah Amiri is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various asset classes.

Zeryck Russon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Fidelity Investments and Randstad. 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 advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matt Langford is a Financial Consultant currently working at Fidelity Investments since 2024. He has been part of Fidelity since 2019, serving in various roles including Planning Consultant, Investment Solutions, and Customer Relationship Advocate. Prior to joining Fidelity, Matt worked as a Financial Representative at Wells Fargo from 2018 to 2019. Matt is a Certified Financial Planner™ who focuses on helping clients create clear and straightforward financial plans. He collaborates with clients to develop customized strategies aimed at achieving their personal, family, and business goals. He holds insurance licenses in Arkansas and California. Outside of his professional work, Matt has interests in the beach, fitness, food, movies, and writing.