Gary Wabel is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Fidelity since 2013, including roles at Fidelity Personal and Workplace Advisors since 2018. Outside of his advisory work, he owns and manages a cattle farm in Heber, Utah. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and formal advisory roles to multiple registered investment companies.

Annette Bowman is a financial advisor with Merrill in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 11 years of industry experience. Her prior work includes positions at Morgan Stanley and E*TRADE Securities. Outside of finance, she was involved with Salt City Cycle Cab from 2014 to 2018. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers for a range of clients including individuals, corporations, and charitable organizations.

Jayden Epperson is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and U.S. Bancorp Investments, Inc. throughout his career. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach 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.

Nate Jones is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2020, progressing through various positions including Customer Relationship Advocate, Investment Solutions Representative, Workplace Planning Consultant, and Planning Consultant. In his current role, Nate partners with clients to build, implement, and monitor customized wealth plans. He focuses on helping clients manage factors such as inflation, market volatility, and tax-efficient investing. Nate holds insurance licenses in Arkansas and California.

Grant Fischer is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Morgan Stanley and various positions outside finance, including health services and restaurant operations. 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’s offerings include discretionary and non-discretionary advisory services, fund advisory, and model portfolios, with a distinctive emphasis on regulatory registrations and systematic methodologies.

Kennedi Gile is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Based in Salt Lake City, UT, Gile has been with Fidelity since 2013. 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, and is registered with the CFTC as a commodity pool operator.

Scott Spencer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked across multiple Fidelity entities, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves in advisory roles for multiple registered investment companies and fund-of-funds.

R Joshua Richens is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Fidelity Investments since 2025 and at Fidelity Brokerage Services since 2019. Outside of finance, he has worked as a bilingual peer success crewmember for JetBlue, providing customer service and booking reservations. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Sarah Clayton is a Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2003, gaining extensive experience in various capacities including Central Relationship Manager, Active Trader Services, High Net Worth Associate, Retirement Specialist, Fixed Income, and Customer Service. Her expertise spans retirement planning, high net worth client services, and fixed income investments. Sarah holds insurance licenses in Arkansas and California. She emphasizes the importance of incremental decisions in financial planning, reflecting her belief that small, consistent actions can lead to significant outcomes. Outside of her professional work, Sarah enjoys baseball, board games, bowling, camping, and volunteering.

Megan Hewett is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and previously worked at Amazon Com Services, Marriott International, and other firms. 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 broader range of financial product options than typical large institutional advisers.

Cyrus Hanks is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including managed portfolios, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

David Burns is a financial advisor with Edward Jones in Farmington, UT, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Evelyn Rindlisbacher is an Investment Solutions Representative III at Fidelity Investments, a position she has held since 2025. She has been with Fidelity Investments since 2022, progressing through roles from Customer Relationship Advocate to her current role, gaining comprehensive experience in investment solutions. In her role, Evelyn works closely with individuals and families to understand their unique financial goals and to develop tailored financial plans. She holds an Arkansas Insurance License, supporting her expertise in financial and insurance products. Outside of her professional work, Evelyn is interested in art, concerts, cooking and baking, parenthood, traveling, and volunteering.

Alexander Brewster is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services since 2011. Brewster is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and offers both discretionary and non-discretionary advisory services.

Julio Valdez Rodriguez is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his advisory career, he was involved with Rosa's Pupuseria y Taqueria for seven years. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Stephen Thomson is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity divisions since 2016. Outside of his advisory role, he operates a print-on-demand apparel business specializing in retro gaming designs. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Jalen Chan is a financial advisor with Fidelity in Salt Lake City, holding Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked in roles at Nike, Uber Eats, and Doordash, where he also served as an independent contractor delivering orders. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and its use of systematic methodologies and AI in portfolio management.

Blake Trerise is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Marko Foam Products Inc. and Intermountain Healthcare. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Daniel Lunt is a financial advisor at Fidelity with 21 years of industry experience. He holds the Series 63 and Series 66 designations. Lunt has been affiliated with various Fidelity entities since 2004, including Fidelity Brokerage Services, 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 IRS-qualified Charitable Gift Funds and registered investment companies. The firm’s investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs.

Jacob Mcshane is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2022. Prior to this, he was employed at Fiction International and San Diego State University. 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 across mutual funds, ETFs, and ETPs.