Christy Bills is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 credentials and 19 years of industry experience. Her career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an adviser to multiple registered investment companies and fund-of-funds.

Matthew Tripp is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that offers 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 supported by research and analytics.

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 with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment approach.

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 at Fidelity with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Wells Fargo Investments and multiple positions within Fidelity beginning in 2001. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

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.

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 at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing Services LLC since 2020. Prior to that, he was employed at RHI General Group and Biofire Diagnostics. 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.