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 Series 63 and Series 66 designations and has worked primarily with Fidelity Investments since 1999, with interludes at E*TRADE from 2017 to 2021. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management across a broad investable universe.

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.

Damon Holdaway is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been associated with Fidelity Brokerage Services, Inc. since 1995 and joined Fidelity Investments in 2025. 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 and deliver model solutions across various platforms.

Kaden Hale is an Investment Solutions Representative III at Fidelity Investments. In this role, Kaden focuses on understanding the unique needs of individuals and families to develop personalized financial roadmaps that support their goals and foster confidence in their financial future. Kaden's career in the financial industry includes progressive roles at Fidelity Investments, beginning as a Customer Relationship Advocate and advancing through various levels of Investment Solutions Representative. Prior to joining Fidelity, Kaden gained experience as a Client Experience Analyst and FX Advisor at GPS Capital Markets, as well as a Retail Support Associate at Zions Bank. Outside of work, Kaden enjoys activities such as boating, fitness, golf, and surfing, often spending time at the lake.

Nathan Faiola is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Fidelity Investments and other positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jared Greco is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. His professional focus is on simplifying the investment and planning process through education, clear communication, and ongoing guidance. Jared works closely with individuals and families to understand their financial goals and priorities, supporting informed decision-making throughout their financial journeys. Jared's experience at Fidelity Investments spans several roles, including Annuity Planning Consultant from 2022 to 2024, Director of Retirement Planning from 2021 to 2022, Retirement Planner from 2019 to 2021, Stock Plan Consultant from 2018 to 2019, and Investment Solutions Representative in 2018. Prior to joining Fidelity, he held positions at Morgan Stanley between 2012 and 2017, including Financial Advisor as an Acquisition Specialist and roles related to corporate equity compensation plans. He also completed an internship at John Thomas Financial from 2010 to 2011. He holds insurance licenses in Arkansas and California. Outside of his professional work, Jared engages in family activities, football, hiking, reading, and volunteering.

Stephen Fox is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles across firms including Fidelity Investments and the Jordan School District. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using a combination of fundamental research, quantitative analysis, and algorithmic methods.

Moises Henriquez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and one year of industry experience. His prior work includes roles at Morgan Stanley and JP Morgan Chase Bank, as well as positions outside of finance such as at Richmond Yacht Club of California. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Cary Daly is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Biofire Diagnostics and RHI General Group. 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 combines large-scale operations with a research-driven approach, offering both brokerage and advisory solutions.

Jereme Dazley is a financial advisor at Fidelity with a Series 66 designation. He has been with Fidelity since 2025 and has prior work experience in retail and education sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and AI tools in its investment process.

Scott Averett is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Maple Lake Construction and Utah Valley University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and systematic portfolio construction. The firm is noted for its use of algorithmic methods, advisory roles to registered investment companies, and its management of model portfolios for Fidelity Institutional Wealth Adviser.

Fiona Sproat is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior roles include positions at Bank of America and American Savings Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves multiple registered investment companies and employs formal governance and proxy-voting procedures.

Kyle Robbins is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Bank for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment company accounts. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios from a diversified investable universe.

Dominick Mrozla is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities within Fidelity since 2005. 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 to develop model portfolios across a diverse investable universe. The firm also serves multiple registered investment companies and leverages advanced methodologies, including AI, in its research and portfolio management processes.

Bret Yeargin is a financial advisor with Wells Fargo Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Wells Fargo Advisors since 2012. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services that include cash-flow, retirement, education, risk, and wealth-transfer planning. The firm employs Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with implementation options through brokerage or advisory programs.