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.

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.

Quinn Jensen is a financial advisor with RBC Capital Markets in Salt Lake City, UT, holding a Series 66 designation and 26 years of industry experience. His career includes roles at City National Bank, Bank of America, and Merrill Lynch, Pierce, Fenner & Smith. He is also the owner and manager of 2Shooting Star LLC, a fund family. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in-house and third-party investment managers tailored to clients’ advisory risk profiles.

Steven Witsman is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jordan Woodcox is a Financial Consultant with Fidelity Investments, a role held since 2021. Jordan's professional experience includes serving as a High Net Worth Financial Advisor at Vanguard from 2017 to 2021, and as a Financial Representative with Fidelity Investments from 2016 to 2017. Jordan holds insurance licenses in Arkansas and California. In the capacity as a financial professional, Jordan assists clients in navigating challenging market conditions and is involved in developing, implementing, and maintaining disciplined financial plans and behaviors. Jordan works with investors to help them progress toward their unique financial goals while providing client services. Outside of the professional setting, Jordan's interests include biking, camping, hiking, outdoor adventures, parenthood, and volunteering.

Tyler Moore is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs Group, Inc. and Essendent. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it maintains registration with the CFTC as a commodity pool operator.

Aaron Bird is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 designations and three years of industry experience. He previously worked at Arrivasure Wealth for three years before joining Fidelity in 2023. Fidelity’s Strategic Advisers LLC, where Aaron is affiliated, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as a commodity pool operator while advising multiple registered investment companies.

Diego Mendoza is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in finance and accounting roles with the Defense Finance and Accounting Service for the U.S. Marine Corps and has held positions in education and small business management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through a model-driven investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

David Royall is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked with various Fidelity entities since 2006. Prior to his current role, he was associated with Fidelity Personal and Workplace Advisors for eight years. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Jeffrey Simmons is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he coaches high school football at Woods Cross High School. 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 approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caleb Knudsen is an Investment Solutions Representative III at Fidelity Investments, a role he has held since 2026. In this position, he partners with clients to co-create and implement comprehensive financial plans that serve as a foundation for pursuing their long-term goals. Caleb began his career at Fidelity Investments as a Customer Relationship Advocate in 2023. He advanced through roles including Investment Solutions Representative I from 2024 to 2026, and Investment Solutions Representative II in 2026 before assuming his current position. Throughout his tenure, he has developed experience in investment solutions and client relationship management. Further details regarding Caleb's education, credentials, personal interests, or community involvement were not provided.

Rebekah Kemp is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. She holds a Series 63 designation and has three years of industry experience. Prior to her current role, she spent eight years at Max Muscle Davis County. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

David Hood is a financial advisor at Fidelity with five years of industry experience. He has held roles at Fidelity Investments since 2020 and previously worked at Aztec Financial, Century 21 Everest, and Elastic Grid. He holds the Series 66 designation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Danielle Mulliner is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2021. Prior to this role, she worked as a PI OPs Brokerage Representative at Fidelity Investments from 2019 to 2021. In her current role, Danielle focuses on building relationships with clients and assisting them with their future financial needs. Danielle's professional experience centers on wealth management and brokerage operations, providing her with a comprehensive understanding of investment planning and client service. She values earning clients' trust and developing long-term partnerships to support their financial goals. Outside of her professional activities, Danielle enjoys golf, hiking, outdoor adventures, spending time with her pets, and reading.

Bryan Gregory is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes positions at Mountain America Credit Union and various roles in real estate and security services. He also worked at Brigham Young University and participated in service with The Church of Jesus Christ of Latter-day Saints. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and model portfolio delivery, with distinctive features such as registration as a commodity pool operator and the use of AI in research.