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.

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.

Brian Swenson is a financial advisor at Morgan Stanley in Salt Lake City, UT, with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, Swenson serves on the finance committee and advisory board of a local Make-A-Wish chapter. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and extensive resources.

Michael Smith is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He previously served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Before joining Fidelity Investments, he worked as a Senior Financial Services Representative at E*TRADE from 2018 to 2023. In his work, Michael focuses on partnering with clients to understand their short and long term financial goals and developing customized financial plans to meet their unique needs. He emphasizes forming strong relationships with clients and their families, maintaining trust, reliability, and competency. Michael holds insurance licenses in Arkansas and California.

Christy Bills is a financial advisor with Fidelity Investments based in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked within various branches of Fidelity since 2007, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and most recently Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including mutual funds and charitable entities. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and discretionary accounts.

Matthew Tripp is a financial advisor with Wells Fargo Clearing in American Fork, UT, holding a Series 66 designation and over 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Michael Webster is a Planning Consultant at Fidelity Investments, where he collaborates with the wealth planning team to support clients in achieving their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Representative before advancing to Relationship Manager and then to his current role as Planning Consultant. Throughout his tenure at Fidelity Investments, Michael has developed experience in client relationship management and financial planning. His progression within the company reflects his commitment to advancing his expertise in wealth planning and client support. Outside of his professional role, Michael enjoys activities such as camping, cooking and baking, hiking, music, outdoor adventures, and traveling.

Dezmon Dean is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation. Outside of his advisory role, he is the founder of Aesthetico Apparel, an online apparel company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

John Weidner is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. He is based in Salt Lake City, UT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and offering a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Brady Evans is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has prior work experience spanning roles at Fidelity Investments, Dugway Proving Ground, ICON Health and Fitness, Vivint Smarthome, Conservice, Jensen Books, and the Church of Jesus Christ of Latter-Day Saints. Outside of his advisory work, he is involved as a content creator, partnering with companies to produce video and photo content. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and operates with established oversight and governance procedures.