Adam Dewaal is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at various divisions within Fidelity since 1989, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as the president of a homeowners association board and is involved in property management activities. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Laura Smith is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, she has been involved in entrepreneurial ventures including Love Links Permanent Jewelry and real estate brokerage. She also works as an independent contractor in television and film outside of business hours. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Victoria Dossett is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. Prior to her current roles, she was employed at Concert Golf Partners and has a background that includes community involvement with the Jewish Community Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Ferrara is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments in various capacities since 2011, including a four-year period at For-Shor Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios with systematic methodologies and long-term asset allocation benchmarks.

Lauren Sampson is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Michael Richardson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include working at New York Life in 2022 and service in the Texas Army National Guard from 2013 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm is involved in discretionary and non-discretionary advisory work, fund advisory, and employs algorithmic methods and AI in its investment process.

Maricela Alo is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services, LLC since 2019. Her background includes mentoring through Utah State University's SEED Program in the Philippines. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Steven Hess is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Fidelity Brokerage Services, Inc. since 1995, with roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, often incorporating third-party sub-advisers and systematic methodologies.

Ryan Woodhead is a financial advisor at Fidelity with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Total Client Connect and Aptive Environmental. Outside of finance, Woodhead has experience working at Utah Valley University and has completed a church mission. 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 uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jessica Bonnett is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Fidelity Investments, among other firms. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Zachary Mcmillan is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds the Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he held roles at Anglepoint and BYU-related organizations, among others. Outside of his advisory work, he also performs data entry tasks for a family business during evening hours. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Zachary Burrows is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Before joining Fidelity in 2024, he worked at Crewe Advisors and Vermilion Rock Advisors and has been involved in hospitality ventures including the Porcupine Pub & Grille and Layla Mediterranean Grill and Mezze. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers model portfolios built from mutual funds, ETFs, and ETPs and serves as an advisor to multiple registered investment companies and fund-of-funds.

Kyle Stephens is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at First Citizens Investor Services, SVB Wealth LLC, Silicon Valley Bank, and earlier tenure at Wells Fargo Clearing and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment evaluations.

Ronald Mason is a financial advisor at Ameriprise with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at RBC Capital Markets Corporation for 10 years. He is based in Bountiful, Utah. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, using a centralized consulting team to deliver tailored, research-based recommendations that integrate tax-efficient withdrawal strategies and asset management within Ameriprise accounts.

Travis Mcleod is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include work with G&J Bishop Enterprises and North Slope Industries 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 to manage model portfolios across mutual funds, ETFs, and ETPs.

Brent Eastwood is a Certified Financial Planner® (CFP®) with 17 years of industry experience. He is currently affiliated with Fidelity Investments and has held roles at both Fidelity and Charles Schwab since 2011. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Karl Palmer is a financial advisor at Fidelity in Salt Lake City, UT, holding Series 63, Series 65, and Series 66 credentials with 23 years of industry experience. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Transamerica Financial Advisors. 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 is notable for its use of systematic methodologies, delegated management to sub-advisers, and a formal advisory role to multiple registered investment companies.

Nathanael Richardson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Fidelity Investments and its affiliates since 1999. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative and algorithmic portfolio construction across a broad investable universe. The firm also provides model portfolios and serves multiple registered investment companies with oversight and systematic methodologies.

Daniel Nielsen is a financial advisor with OSAIC based in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, Nielsen is engaged as an insurance agent licensed to sell various types of life and term insurance products. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and offers access to multiple investment platforms and third-party money managers.

Paul Bithell is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He previously worked at Morgan Stanley and Fidelity Investments, among other firms. Outside of his advisory role, he owns and operates PB Real Estate LLC, focusing on buying and selling residential real estate. 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-driven investment strategies with a broad platform that includes both brokerage and advisory solutions.