Joshua Aiken is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2024. His prior work experience includes roles at MasterControl and Larry H. Miller Ford Draper. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including managing model portfolios constructed through proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and long-term asset allocation benchmarks.

Steven Roberts is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Crewe Advisors and BYU. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Nicholas Larsen is a Series 66-licensed financial advisor with 15 years of industry experience, currently practicing with LPL Financial since 2022. His prior experience includes roles at Cuso Financial Services, Deseret First Credit Union, Raymond James Financial Services, Security Service FCU, and Edward Jones. Outside of finance, he operates Utah Jive, a business providing computer support for photo booths and DJ services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Justan Stringham is a financial advisor at Fidelity with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and E*TRADE in various advisory and brokerage roles since 2009. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary fundamental research, quantitative analysis, and algorithmic methods. The firm also serves registered investment companies and operates with oversight controls addressing conflicts of interest.

Henry Pham is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Goldman Sachs and has held roles in healthcare and education prior to his current position. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Barker is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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 advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Thomas Reimann is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Larry H. Miller Honda and several solar energy companies. Outside of his advisory work, he is involved in a car rental service, where he handles vehicle cleaning for rentals. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a combination of fundamental research and quantitative analysis, including algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lynsey Craig is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of advising, she assists with administrative duties at a tax preparation firm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Jack Skadal III is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with multiple Fidelity entities since 2011. Outside of his advisory work, he is involved as a retail store team member at Maverik in Utah. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary portfolios and deliver model portfolios across various platforms.

David Redding is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he was self-employed and served five years with the Davis County Sheriff's Office. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Joshua Petersen is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a passive co-owner of a farming business in Brigham, Utah. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Neumann is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been associated with various Fidelity entities since 2012 and has concurrently worked with Salt Lake Community College since 2004. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios comprising mutual funds, ETFs, and ETPs.

Samuel Hales is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include work at Blue Barn Wealth, LLC, and he has an academic background from Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive capabilities in commodity pool operations and AI-assisted research.

Daniel Bailey Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Strategic Advisors Inc. and Fidelity Personal and Workplace Advisors since 2007 and 2018, respectively. Outside of his advisory roles, he owns and manages several residential rental properties. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and it offers services such as discretionary portfolio management and fund advisory.

Cory Knutsen is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2011, progressing through various roles including Planning Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, Investment Solutions Representative, and College Planning Specialist. His experience encompasses client management and financial planning, with a focus on helping clients articulate their needs, assess risks, and build confidence in their financial futures. Cory holds insurance licenses in Arkansas and California. Outside of his professional work, Cory enjoys outdoor activities such as camping, fishing, hiking, snowboarding, and traveling. He is also a pet owner.

Tyler Pearce is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials. He has 17 years of industry experience and has worked with Wells Fargo since 2016. Outside of financial advising, he is involved with Huckleberry Ventures LLC, a property flipping business he co-owns with his spouse. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Daxton Cannon is a financial advisor with LPL Financial based in Salt Lake City, UT, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments, America First Credit Union, and other financial and service organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services provided through a large network of investment adviser representatives using a variety of investment strategies.

Briana Slater is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 credential and is the founder and CEO of Reaching Roots, a parent coaching and behavior analysis small business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and consulting services supported by extensive research and a broad range of portfolio management options.

Marcus De Jonge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Discover Financial Services, Orange Legal Technologies, Wells Fargo Bank, and educational positions in the Davis School District. Outside his advisory work, he operates vending machines selling cards and stickers in Kaysville, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios that include mutual funds, ETFs, and ETPs.

Chad Lalor is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2006 in various roles. He has held the position of Vice President, Financial Consultant since 2020. Prior to this, he served as a Portfolio Specialist from 2013 to 2020, Client Management Representative from 2012 to 2013, and has held other positions within Fidelity including Fixed Income Specialist and Investments Consultant. He also worked as a Financial Advisor at Edward Jones from 2009 to 2012. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chad brings over a decade of experience focused on helping individuals and families build, manage, and preserve their wealth. His approach to financial planning emphasizes risk mitigation, investment strategies, income planning, and estate planning considerations. He holds insurance licenses in Arkansas and California. Outside of his professional career, Chad enjoys boating, fishing, and traveling.