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 at Fidelity with five years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Fidelity, he worked at Maple Lake Construction and Upwell Health Services, and spent time at Utah Valley University. 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 uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies and fund-of-funds.

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.

Robb Farr is a Series 66-credentialed financial advisor with 26 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. in Salt Lake City, Utah. He previously worked for Wells Fargo Advisors Financial Network LLC for nine years. Farr co-manages office operations and payroll for his practice through a partnership entity with an associate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal finance work and specialized employer advisory programs.

Maria Garner is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 12 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Based in Salt Lake City, UT, she works within a large institutional setting. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

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 with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He has been with various Fidelity entities since 2014. Outside of his advisory role, he is co-owner and president of Hiskey Enterprises, LLC, a business involved in massage services and blogging. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolio delivery. The firm combines fundamental research with quantitative analysis and uses systematic methods to construct portfolios from mutual funds, ETFs, and ETPs.

Kelly Wendt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Wendt held roles at Cricut, Inc. and Robert Half. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of systematic methodologies and AI-driven research techniques.

Kyle Fitzgerald is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior experience includes roles at CUSO Financial Services and FIDELITY Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management supported by model portfolios and research.

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 Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity Investments since 2021. Outside of his advisory role, he is a host for an Airbnb property rental in Midvale, Utah. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of investment products.

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 designations and has worked at various Fidelity affiliates since 2000. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, with unique roles such as commodity pool operator registration and formal advisory responsibilities for multiple registered funds.