Christine Wright is a financial advisor with Fidelity in Salt Lake City, UT, holding a Series 66 designation and 12 years of industry experience. She has worked at Fidelity Investments since 2020 and previously spent six years at Allegis. Outside of her advisory role, Wright is also a licensed residential real estate sales agent. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory responsibilities to multiple registered investment companies, and integration of AI in its investment research.

Timothy Dennis is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles including positions at Fidelity Brokerage Services and a brief tenure at the University of Utah. His prior experience also includes working with Art in Tanzania and Zrii LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios across a range of mutual funds, ETFs, and ETPs.

Samantha Vehrs is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo. Outside of finance, she teaches pottery classes as the sole proprietor of Studio Gemini in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across various investment vehicles.

Gabriel Arrak is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 credentials. He has two years of industry experience and has worked with US Tech Solutions Inc as well as in hospitality and event catering roles. 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 uses research from Wells Fargo Investment Institute alongside third-party analytics to guide investment decisions.

Abigail Park is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. She has held prior roles at Influential LLC and several other companies, alongside a decade of involvement with LDT Chef Services LLC. Outside of her advisory work, she occasionally works shifts for Lori Tolbert Catering in Salt Lake City. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs, including model portfolios for intermediary platforms.

Chad Baker is a financial advisor with Wells Fargo Advisors in Salt Lake City, Utah. He holds a Series 66 designation and has eight years of industry experience, including nine years with Wells Fargo Clearing Services LLC. Outside of his advisory role, he serves as an assistant ward clerk overseeing finance for his local church and acts as a guardian for his daughter. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, delivering services across a broad range of planning needs, including niche areas such as business-owner transition and special-needs planning.

Jacob Gibb is a financial advisor with Fidelity Investments in Salt Lake City, UT. He holds a Series 66 designation and started his career in the financial industry in 2025. Prior to joining Fidelity, his work experience includes roles at Utah Community Credit Union, Spanish Fork City, and Nebo School District. 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 employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified portfolios of mutual funds, ETFs, and ETPs.

Lynette Johnson is a financial advisor at Fidelity with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with The Life You've Always Wanted and Strongbrook Mentoring. Outside of her advisory role, she is involved in managing property-related billing and bookkeeping with her husband. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Thomas Larsen is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 2005. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Logan Gardner currently serves as an Investment Solutions Representative III at Fidelity Investments, a role held since 2026. Prior to this, Logan progressed through several positions within Fidelity, including Investment Solutions Representative II from 2024 to 2026, Investment Solutions Representative I from 2023 to 2024, and Customer Relationship Advocate from 2022 to 2023. In these capacities, Logan assists individuals and families with their financial planning by understanding their lives and collaboratively developing plans to achieve their financial goals. Logan is licensed to provide insurance in Arkansas and California. Outside of work, Logan engages in biking, golf, hiking, music, outdoor adventures, and skiing.

Thayer Flinn is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various Fidelity affiliates since 2014. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including fund advisory and model portfolio delivery, and maintains roles in commodity pool operation and fund governance.

Atilano Cuevas Landeros is a financial advisor at Fidelity with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Fidelity, he held positions at Morgan Stanley and E*Trade Securities LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction for its model portfolios.

Brianne Aune is a financial advisor with Ameriprise, holding a Series 66 designation and 19 years of industry experience. She worked at RBC Capital Markets for 10 years before joining Ameriprise Financial Services, Inc., where she has been since 2019. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations through a centralized consulting team.

Peter Martens is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various firms, including Veritude, LLC, and Brookstone, alongside his current roles within Fidelity since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers both discretionary and non-discretionary advisory services.

Erick Pulido Ravello is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Lyft, where he provided rideshare services as an independent contractor. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Amy McKenzie is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has also been associated with BMO Bank N.A. since 2008. Outside of advising, she is authorized to act as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, retirement plan consulting, and brokerage services, supported by strategic and tactical research and multiple portfolio management options.

Chase Palfreyman is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Outside of finance, he has worked as a horse wrangler for film and movie productions and teaches concealed firearm safety and Utah concealed firearm law. 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 systematic investment process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Silas Young is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles including at Lifetime Energy. Outside of his advisory work, he performs as a bass player in the rock band Twisted Axis, playing occasional live gigs. Fidelity’s Strategic Advisers LLC division 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 create model portfolios across mutual funds, ETFs, and ETPs.

Hugo Pallares is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been affiliated with Wells Fargo Clearing and its related entities since 2016. Outside of his advisory role, he works part-time as a delivery driver for DoorDash. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by extensive research and a wide range of financial products.

Curtis Newton is a financial advisor at UBS Financial Services with five years of industry experience. Prior to joining UBS in 2025, he spent 13 years working at Montage International Montage Deer Valley Pendry Park City. He holds Series 66 and Series 63 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and model-based asset allocations.