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.

Jackson Hallstrom is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His background includes roles at Fidelity Investments, Snow Christensen and Martineau, and the University of Utah. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Carrie Larsen is a financial advisor at Morgan Stanley with 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 63 designation. Outside of her advisory role, she is involved in a house cleaning business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sierra Marty is a Planning Consultant at Fidelity Investments, a role she has held since 2026. Prior to this, she served in various capacities at Fidelity including Life Events Consultant III from 2025 to 2026, Life Events Consultant II from 2023 to 2025, Life Events Consultant from 2022 to 2023, and Customer Relationship Advocate in 2022. In her current role, Sierra takes a thoughtful, human approach to supporting clients through important financial transitions. She focuses on understanding each client's unique situation to prepare them for the planning process and guide them toward steps that align with their goals. Sierra utilizes Fidelity's resources to make each step clear, manageable, and tailored to each client's path forward. Outside of her professional work, Sierra has personal interests that include comedy, fitness, hiking, movies, reading, and traveling.

Joshua Vesch is a financial advisor at LPL Financial based in Salt Lake City, UT. He holds the Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Zions Bancorporation and Legacy Lines Insurance and Financial Services, as well as positions in education and municipal work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of advisors and extensive operational resources.

Jason Andersen is a CFP® professional with 19 years of industry experience, currently serving at Morgan Stanley in Holladay, UT. His prior experience includes roles at J.P. Morgan Securities, UBS Financial Services, and Key Investment Services LLC. Andersen also worked at Juan Diego Catholic High School from 2017 to 2024. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutions. The firm employs structured planning tools and comprehensive investment research, managing approximately $2.74 trillion in client assets.

Taz Smith is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at Truck Ranch Muray and Labrum Chevrolet Buick. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jordan Curtis is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and accumulating 20 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, Curtis is involved in insurance sales through Mountain America Insurance Services and participates in real estate activities including remodeling, flipping homes, and managing short-term rentals. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Steven Stryker is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation. He has experience with Wells Fargo Clearing since 2026 and previously worked at UMB Financial Services and UMB Bank. Outside of finance, he has a background in the restaurant industry, having worked at Mike Shannan's Grill for eight years. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Clothier is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he held positions at The Home Depot and Brinker International, among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic methods, formal advisory roles to registered investment companies, and comprehensive governance procedures.

Jadon Urry is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2006. He began his career in the financial services industry in 1999 as a Financial Advisor at American Express Financial Advisors. Prior to his current role, he served in various capacities at Fidelity Investments, including Financial Planning Consultant, Investments Representative, and Service Representative. Jadon specializes in partnering with clients and their families to develop and implement financial plans aimed at achieving their goals, focusing on retirement timing, investment strategy, and retirement income planning. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jadon enjoys boating, fishing, golf, spending time with family, and caring for his pets.

Tyler Ross is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2013. Additionally, he has been affiliated with Brigham Young University since 2011. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Kevin Andelin is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at US Tech Solutions Inc, Select Portfolio Servicing, and Brigham Young University. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports over 14,000 financial advisors with brokerage and advisory solutions.