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.

Eric Gillen is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Fidelity and its affiliated entities since 2006, including roles at Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, along with registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Damon Glenn is a financial advisor at Fidelity with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity and E*TRADE in various roles since 2011. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Kevin Molinaro is the Director, Executive Services Officer at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to provide insight and information about incorporating Equity Compensation Awards into their family's financial plans. He emphasizes building strong relationships based on honesty, integrity, and reliability. Kevin has been with Fidelity Investments since 2013, progressing through various roles including Benefits & Planning Consultant, Senior Stock Plan Executive Service Specialist, Stock Plan Consultant I, Stock Plan Associate, and Financial Representative Full Trader. His extensive experience centers on company stock plans and equity compensation. Outside of his professional work, Kevin enjoys hiking, outdoor adventures, skiing, soccer, and traveling.

Trini Hodapp is a financial advisor at Fidelity with six years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services since 2019 and Fidelity Investments since 2025. Prior to her advisory career, she was involved with Biker's Edge and worked at Davis High School and Home Comfort Care. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it has a formal advisory role with multiple registered investment companies and fund-of-funds.

Kevin Warner is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Salt Lake City, UT. Warner has been affiliated with Fidelity Brokerage Services LLC since 2005 and joined Fidelity Investments in 2025. 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 employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Brandon Carlisle is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he partners with clients to guide them through retirement and important financial decisions. Prior to joining Fidelity, he was a Financial Advisor at VALIC Financial Advisors from 2006 to 2011 and served as a Branch Manager at Zions First National Bank from 2001 to 2006. Brandon holds insurance licenses in Arkansas and California. His professional approach focuses on building trust with clients by providing appropriate guidance and access to a competitive suite of products and services aimed at helping clients pursue their financial goals.

Cindy Thomas is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she is involved in several community and cultural organizations, including serving as president of the Buddhist Women's Association of Salt Lake and participating in local arts and women's shelter advisory committees, and she engages in personal hobbies such as selling pottery, jewelry, and working with doTERRA essential oils. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.