Alex Gontcharov is a financial advisor with Fidelity in Salt Lake City, Utah, holding Series 63 and Series 66 credentials and one year of industry experience. His prior work includes positions at Nexeo and Cimetrix by PDF Solutions. Outside of his advisory role, he occasionally sells paintings and comics on eBay. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Dewaal is a financial advisor at Fidelity with over 36 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various divisions of Fidelity since 1989. Outside of his advisory role, he serves as president of the board for the Holladay Townhomes HOA. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory role to multiple registered investment companies and use of advanced technologies such as AI in research.

Laura Smith is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Fidelity, she has experience as a sole proprietor of a permanent jewelry business and has been involved in real estate brokerage. Additionally, she has worked as an independent contractor in acting for television and film. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios 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 66 and Series 63 licenses and two years of industry experience. His prior roles include a position at New York Life in 2022 and service with 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, including fund advisory and model portfolio delivery, using a blend of proprietary fundamental research and quantitative analysis.

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 at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 1995, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. He is part of 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

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 with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior work includes roles at Fidelity Investments and various Wells Fargo entities. 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.

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 with Fidelity in Salt Lake City, UT. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Fidelity, he worked at Crewe Advisors and Vermilion Rock Advisors and was involved in the food service industry with 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, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Kyle Stephens is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Citizens Investor Services and SVB Wealth LLC, among other firms. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

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 with Fidelity in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and totaling 22 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Inc., Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory assignments.

Nathanael Richardson is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity in various capacities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios and discretionary management through affiliated and unaffiliated sub-advisers.

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.