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 nine years of industry experience. He holds the Series 66 designation and has been associated with 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 investors, offering discretionary and non-discretionary portfolio management along with fund advisory services. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

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 32 years of industry experience. Prior to joining Wells Fargo Advisors in 2022, Sprouse worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, Sprouse is an independent consultant for Mary Kay Cosmetics. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services. The firm offers a broad range of planning options and integrates advisory services with other financial products and referral channels.

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.

Nathan Hinckley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity, he worked at Vivint Smart Home and was employed by the Church of Jesus Christ of Latter Day Saints. He also worked briefly in rocket recycling. 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 to manage model portfolios and funds.

Brian Ballard is a financial advisor with UBS Financial Services in Salt Lake City, UT, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves as a Trust Protector for a beneficiary trust overseeing IRA asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and financial planning solutions.

Kimberly Mitchell is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked at Merrill and Merrill Lynch Pierce, Fenner & Smith from 1993 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Nicholas Dillman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. He has held various roles at Fidelity since 2022 and has prior work experience including positions at Jeremy Ranch Golf Course and the University of Utah. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios from a broad investable universe of mutual funds, ETFs, and ETPs.

Robert Glasgow is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at Fidelity Brokerage Services and prior positions at HAP Alaska Yukon and Brigham Young University. Fidelity’s Strategic Advisers LLC, where Glasgow serves, offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies and delivering model portfolios through systematic methodologies.

Jacob Baker is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Mountain America Credit Union and America First Credit Union, and spent seven years at Discount Tire Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms. The firm supports its advisors with extensive operational and research tools and oversees over $819 billion in discretionary assets across more than 22,800 advisors.

Joshua Smith is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at Fidelity since 2013. Outside of his advisory work, he is a partner and consultant at JL Acquisitions, LLC, a real estate wholesaling business co-owned with his wife. Fidelity’s Strategic Advisers division 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 noted for its management of registered investment companies, use of AI-driven research methods, and delivery of model portfolios to intermediary platforms.

Victor Santiago is a financial advisor with Fidelity in Salt Lake City, holding Series 63 and Series 66 licenses and two years of industry experience. Before joining Fidelity, he had roles at Acima, Western Governors University, and Salt Lake Community College. Outside of his advisory work, Victor owns a cleaning business and also works as a food delivery driver. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base including retail and institutional investors, utilizing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.