Glenn Clark is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Veterans First Mortgage and Ken Garff Automotive Group. Clark is based in Salt Lake City, UT. 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. The firm manages a range of portfolios including multi-manager and fund-of-funds, and employs systematic methodologies supported by proprietary models and oversight controls.

Brandon Akau is a financial advisor at Fidelity Investments with six years of industry experience. He holds the Series 63 and Series 66 credentials. His work history includes roles at Fidelity, GoHealth, and E*Trade Securities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolios constructed through a combination of fundamental research and quantitative analysis. The firm serves various clients such as registered investment companies and employs algorithmic portfolio construction and long-term asset allocation benchmarks.

Greyson Kalisa is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with various Wells Fargo entities since 2018 and has also held roles outside the financial sector at companies such as 1800Contacts and Stubhub. 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 employs a research-driven approach based on diversification and modern portfolio theory and offers a broad range of brokerage and advisory solutions.

Bryce Burningham is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Fidelity Brokerage Services LLC since 2004. Burningham is currently based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base that includes retail and institutional investors as well as registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Bradley Miller is a financial advisor with Ameriprise in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Wells Fargo Advisors for seven years before joining Ameriprise in 2020. Miller is the founder and president of BTM Holdings, an S Corporation established in 2013 to manage his independent practice while at Wells Fargo Advisors, though the entity is now inactive. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Newbould currently serves as the Regional Director of Wealth Management at Fidelity Investments, a position he has held since 2017. In this role, he leads, manages, and coaches a team of Planning Consultants and Senior Relationship Managers within the Private Wealth Management division. His responsibilities focus on overseeing the performance and development of these professionals to support client wealth management needs. Prior to his current role, Jeff has been engaged in managing teams and contributing to wealth management strategies at Fidelity Investments. Specific details about his educational background and other credentials have not been provided.

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 includes roles at SET Collections and Garnish Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

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 5 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Fidelity Investments since 2020. Prior to his career in finance, he was employed by JetBlue for 8 years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, using systematic methodologies and long-term asset allocation benchmarks.

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 with Fidelity Investments in Salt Lake City, UT. She holds Series 66 and Series 63 credentials and has two years of industry experience. Her prior work includes roles at Macy’s, BYU Store, Brigham Young University, and West Salem High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its management of registered investment companies, delivery of model portfolios, and use of systematic methodologies and AI in research.

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, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Morgan Stanley and E*Trade Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, with formal advisory roles to multiple registered investment companies.

Randall Terrell is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a power of attorney for his mother. 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 combines research from Wells Fargo Investment Institute and third parties, applying diversification principles and modern portfolio theory, and offers both brokerage and advisory solutions.

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 with four years of industry experience and holds the Series 66 designation. He has worked at Fidelity Investments since 2022 and has prior experience in various roles outside the financial sector, including positions at Enterprise Rent-A-Car and HyVee. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles to 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.