Garrett Rydalch is a financial advisor at Fidelity with seven years of industry experience. He has held roles at Fidelity Brokerage Services, Discover Financial Services, and Utah State University. His credentials include the Series 63 and Series 66 licenses. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and employs a structured oversight process for its advisory activities.

Daniel Dickson is a CFP®-certified financial advisor with 14 years of experience, currently with Fidelity Investments in Salt Lake City, UT. His professional background is solely with Fidelity, spanning over a decade. Outside of advisory work, he owns an equipment rental business and is involved in a health coaching affiliate partnership, along with assisting family and friends in real estate transactions. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to varied clients including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a formal advisor to multiple registered investment companies.

Scott Papenfuss is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he worked at Amazon Logistics and Formlabs Inc., and he also spent ten years as a freelance translator. Outside of financial advising, Papenfuss is a sole proprietor manufacturing and selling stringed instruments. Fidelity’s Strategic Advisers LLC, where Papenfuss works, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jonathan Meagher is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds Series 63 and 66 licenses and has four years of industry experience, including roles at Fidelity and Ascentium Capital, a subsidiary of Regions Bank. His earlier work includes positions at the University of New Hampshire and Ocean House Management. His firm, Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment approach combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Jamie Groesbeck is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Groesbeck served in the U.S. Army for six years and has held positions at Pioneer Market, a nanny role, and Zen Spa. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm’s investment process combines proprietary fundamental research with quantitative analysis and systematic model portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Prince is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and supports a broad client base through research-driven investment strategies and a range of financial products offered in partnership with its bank and insurance affiliates.

Andres Esquivel is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Policy Scout and Safe Streets Security, as well as operating a food truck business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered through intermediary platforms.

David Fagergren is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2013, including Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional investors, as well as charitable and registered investment company clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains oversight controls while delegating day-to-day management to sub-advisers.

Andrew Rogers is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation with less than one year of industry experience. Prior to joining Wells Fargo, his background includes roles at DiSys, Rogers' Fine Furniture, and the University of Utah. Outside of his advisory work, he collects art prints by Shepard Fairey and has considered starting a sole proprietorship to sell his collection. 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 options. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robyn Martinez is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior experience includes roles at BMO Harris Bank, Wells Fargo Clearing, Mountain America Credit Union, U.S. Bancorp Investments, and BancWest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Tiffany Schrader is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include positions at Helgesen, Houtz & Jones, Great Western Insurance Company, Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Olandos. She also serves as a paralegal at Helgesen, Houtz & Jones outside of her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment programs and platforms supported by technology tools and oversees more than $819 billion in discretionary assets through a large network of advisors.

Michael Jenkins 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 2022, following roles in various industries including retail and small business operations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Blake Reid is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Fidelity in various roles since 2006, previously spending four years at Wells Fargo Investments. 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 across mutual funds, ETFs, and ETPs. The firm also serves as an advisor for registered investment companies and employs systematic methodologies with oversight controls.

James Loomis is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at E*Trade Securities, Auric Solar, and Advantage Resourcing. Outside of finance, he owns and manages a rental property in Sandy, UT. 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 a combination of brokerage and advisory solutions supported by extensive research and analytics.

Lynette Sodja is a financial advisor at Fidelity with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various Fidelity divisions since 2010, including Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios. The firm also serves multiple registered investment companies and employs systematic methodologies supported by AI and long-term asset allocation benchmarks.

Nikki Gore is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 designations and is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with distinctive use of AI and systematic methodologies in its investment process.

Mark Taylor is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He has prior work experience at Northwestern Mutual Life Insurance Company and various other firms, as well as a five-year period associated with Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a wide range of investment vehicles.

Taylor Dearden is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity since 2025, having previously worked at Fidelity Investment Life Insurance since 2004. 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 utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and is noted for its use of AI-driven methodologies and formal advisory roles with multiple registered investment companies.

Mark Larson is a financial advisor at Fidelity with 28 years of industry experience. He has held roles across Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments since 1998. Larson holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and model portfolios delivered to intermediary platforms.

Jesse Vance is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley, where he worked for a combined 13 years. Outside of his advisory work, he holds ownership interests in two investment-related businesses based in Utah. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options supported by proprietary research and tools, with services tailored to clients meeting specific net-worth thresholds.