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 designations and has worked within various Fidelity entities since 2005. 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 utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios made up of mutual funds, ETFs, and ETPs.

Maria Garner is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 63 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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, utilizing research and analytics informed by diversification principles and modern portfolio theory.

Keane Cadiente is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop a comprehensive understanding of their financial situations and goals. He collaborates with clients to create and implement customized financial plans and investment strategies designed to meet their specific needs. Keane holds insurance licenses in Arkansas and California, which support his ability to provide financial and insurance-related guidance. Outside of his professional work, he has interests in board games, family activities, fitness, and football.

Mark Hiskey is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. Outside of his advisory role, he serves as co-owner and president of Hiskey Enterprises, LLC, a holding company involved with a massage business and a blog. 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 mutual funds, ETFs, and ETPs.

Kelly Wendt is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Wendt worked at Cricut, Inc. for three years and held various positions in other industries including law and staffing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages a range of portfolios including mutual funds, ETFs, and fund-of-funds, and is notable for its registration as a commodity pool operator and use of AI in research.

Marli Merrill is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 credential and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2005, alongside a current role at Bank of America N.A. since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party style managers for individuals, high-net-worth clients, and institutional investors.

John Ryl Kuchar is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT. He holds Series 63 and Series 66 licenses and has one year of industry experience, including prior work at Morgan Stanley. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brock Dunford is a Planning Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Brokerage Consultant at Fidelity Investments from 2016 to 2025. In his current position, Brock focuses on building lasting relationships with clients and developing comprehensive financial plans tailored to their unique situations, needs, and goals. He holds insurance licenses in Arkansas and California, which complement his expertise in financial planning and client support. Brock is committed to guiding clients through their financial journeys to help them achieve peace of mind. Outside of his professional work, Brock enjoys family activities, hiking, and outdoor adventures.

John O'Leary is a financial advisor with Morgan Stanley in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he spent 13 years at J.P. Morgan Securities. Outside of his advisory work, he is a partner at Penny Lane RE LLC, a real estate property management firm. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and estate planning groups.

Matthew Kelley is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. His prior work experience includes roles at Cracker Barrel, New Kingston Logistics (Amazon), Meadows Ski Resort, Starbucks, Arizona State University, Jamba Juice, and Portland Community College. Outside of his advisory role, he is also a host for an Airbnb property in Midvale, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolios constructed through proprietary research and systematic methodologies.

Coulson Rich is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. He has worked at Fidelity Investments since 2021 and has held various positions, including roles related to cancer research at Huntsman Cancer Research Hospital. 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 is also noted for its advisory role to registered investment companies and the use of systematic methodologies in portfolio management.

Jaxon Fillmore is currently a Planning Consultant at Fidelity Investments. He specializes in financial planning with a focus on building lasting relationships and simplifying complex financial concepts into clear strategies. Jaxon's approach centers on earning trust through transparent conversations to provide clarity and peace of mind to his clients. He has been with Fidelity Investments since 2021, initially serving as a Workplace Planning Consultant focusing on 401(k) plans until 2024, before transitioning to his current role. Prior to that, he worked as a Financial Service Representative at Mountain America Credit Union from 2017 to 2021. Jaxon holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Jaxon has interests in comedy, cooking and baking, food, golf, horseback riding, and music.

Seth Furgeson is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 2000. Fidelity’s Strategic Advisers LLC 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 deliver systematic investment solutions and manages various registered investment companies and model portfolios.

Jamie Watterson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has worked with various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as 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 portfolios, including model portfolios delivered to intermediary platforms.

Leslie Ashton is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018. Prior to that, she was with BancWest Investment Services and Bank of the West from 2014 to 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sharon Chandler is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage LLC since 2020, following four years at Topgolf. Outside of her advisory role, she is a partner involved in landlord duties at Fairwind Group LLC. 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 systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mitchell Swensen is a CFP®-credentialed financial advisor with four years of industry experience, currently with Fidelity Investments in Salt Lake City, UT. His career includes multiple roles at Fidelity, as well as experience at Net Worth Advisory Group, Mountain America Credit Union, and a two-year period working with The Church of Jesus Christ of Latter-day Saints. 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 combined approach of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with distinctive capabilities such as CFTC registration and formal advisory roles to multiple registered investment companies.

William Jordan is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. He supports clients in achieving financial security and prosperity by offering guidance on budgeting, investing, and wealth planning that is tailored to their individual needs and goals. William has built his expertise through various roles at Fidelity Investments, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Associate, Fixed Income Specialist, and Customer Relationship Advocate, spanning from 2021 to 2024. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, William has personal interests in cars, hiking, motorcycles, photography, reading, and snowboarding.

Matthew Yrungaray is a financial advisor at Fidelity with 19 years of industry experience. He holds a Series 66 designation and has worked at Fidelity in various capacities since 2011, including seven years with Fidelity Personal and Workplace Advisors. Outside of his advisory role, he owns and manages Yrungaray Enterprises LLC, a residential rental real estate business in Salt Lake City. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.