Nathan Hatch is a financial advisor at Fidelity with 16 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity affiliates since 2011, with prior experience at Wells Fargo Clearing. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop and oversee model portfolios across mutual funds, ETFs, and ETPs.

Matthew Caldwell is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments in various roles since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, fund adviser, and for using advanced AI methodologies in its investment process.

Annalyse Ward is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Her prior work includes roles at Enlite Home and Alpine Country Club, as well as a two-year LDS Mission. 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 manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Sheldon Richards is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He partners with clients to design and execute financial plans. Prior to his current role, he held various positions at Fidelity Investments including Senior Investments Consultant, Team Manager, Investments Representative, Senior Service Trader, Premium Representative, and Brokerage Representative, with his tenure at the company beginning in 1996. Before joining Fidelity, he was an Insurance Agent at World Marketing Alliance from 1994 to 1996. He holds insurance licenses in Arkansas and California. Outside of his professional career, Sheldon engages in fitness, golf, hiking, skiing, and volunteering.

David Kennedy is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at Comcast for five years and held roles at Vivint Smart Home, ADP, Orem Mazda, AT&T, and served in the United States Army Reserve. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines proprietary fundamental research with quantitative analysis and algorithmic methods to manage portfolios across a range of fund structures.

Timothy Harlow is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2019. Prior to this, he was associated with TH Financial and Royal Alliance Associates, INC. for extended periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tyson Criddle is a Planning Consultant at Fidelity Investments, where he partners with clients to develop personalized investment strategies tailored to their unique planning needs. He has been with Fidelity Investments since 2023, progressing through roles including Customer Relationship Advocate, Investment Solutions Representative, and Investment Solutions Representative II before becoming a Planning Consultant in 2026. Throughout his tenure at Fidelity, Tyson has gained experience in client relationship management and investment solutions, contributing to his ability to support clients effectively in their financial planning. His work focuses on understanding individual client goals to provide customized financial guidance. Outside of his professional role, Tyson has personal interests in cars, food, and golf.

Jack Vangemert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Fidelity Investments and Randstad. 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 utilizes research and analytics to evaluate investment options, offering both brokerage and advisory solutions at a large scale.

Carter Weierman is a financial advisor with Fidelity in Salt Lake City, Utah, holding a Series 66 designation. He has one year of industry experience and previously worked in a variety of roles, including positions at Amazon and Echo Global Logistics. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

Kyle Moore is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. 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 develop model portfolios, often delegating management to sub-advisers while maintaining oversight and addressing potential conflicts of interest.

Isaiah Pratt is a financial advisor with Fidelity and holds a Series 66 designation. He has one year of industry experience, including roles at Fidelity Investments and prior positions in various companies such as United Parcel Service and Sunrun. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory, and model portfolios.

Steven Braeger is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has experience working at various firms, including BioFire Diagnostics and Gnarly Nutrition, as well as roles in education and outdoor recreation. Fidelity’s Strategic Advisers LLC 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 deliver model portfolios and advisory services.

Kenneth Clarke is a financial advisor at Fidelity with one year of industry experience and holds the Series 66 designation. Prior to joining Fidelity, he was involved in various roles including partner at The Cleaners LLC and content creation partner for BrixAndBros LLC, a social media LEGO content venture. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and offers model portfolios through Fidelity Institutional Wealth Adviser.

Kevin Johnson is a financial advisor at Morgan Stanley with 26 years of industry experience. He has held various roles within Morgan Stanley since 2001, including positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley & Co. LLC. His credentials include Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm employs a structured planning process using approved tools and models and manages approximately $2.74 trillion in client assets.

Holley Sprouse is a financial advisor with Wells Fargo Advisors, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing from 2016 to 2022. Outside of financial services, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business owners, special needs, and divorce. The firm combines advisory services with various financial products and referral channels to provide tailored client recommendations.

Gabe Hamideh is a financial advisor with LPL Financial in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Royal Alliance Associates, Equitable Advisors, Farmers Insurance, and Vivint Smarthome. He also operates Hamideh Financial LLC, which provides non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs and institutional platforms, supported by advanced research tools and a broad network of more than 22,800 advisors.

Curtis Gray is a financial advisor with Charles Schwab in Cottonwood Heights, UT, holding CFP®, Series 63, and Series 65 designations and bringing 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and integrates a range of advisory, brokerage, custody, and cash-sweep services.

Lloyd Kearl is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at Fidelity Brokerage Services and affiliated firms since 2007. Outside of his advisory role, he is a partner in Three Pines LLC, a vacation rental business in Idaho. Strategic Advisers LLC, a Fidelity Investments company, offers 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 develop model portfolios utilizing mutual funds, ETFs, and ETPs.

Joseph Demasi is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at several SunPower-affiliate companies and other firms across different sectors. 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 that incorporates proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Devin Jones is a financial advisor with Equitable Advisors in Salt Lake City, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at In N Out, Nu Subs LLC, Tree House Foods, and Mod Pizza, as well as ongoing affiliation with Weber State University since 2022. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through its network of Investment Adviser Representatives and partnerships with third-party asset managers.