Salt Lake City, UT Office

Ray Wimmer is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with various Fidelity entities since 2007. Outside of advising, he is a self-employed writer, focusing on screenplays and other written works. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Nicholas Fivas is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with Wealth Management Advisors to develop comprehensive wealth plans tailored to clients' goals and values, focusing on growing and protecting wealth and building legacies for future generations. Nicholas has been with Fidelity Investments since 2015, progressing through roles including Managed Account Support Specialist and High Net Worth Service Associate. His experience spans providing support and services to high net worth clients, reflecting his expertise in wealth management and client relationship building. Outside of his professional responsibilities, Nicholas engages in family activities, golf, movies, and parenthood.

Brandon Pham serves as Vice President and Executive Planning Consultant at Fidelity Investments, where he focuses on integrating workplace retirement benefits into comprehensive financial plans. He works closely with clients to understand their financial situations and family priorities, providing guidance to help them pursue their goals. Brandon has accumulated extensive experience in the financial services industry since 2005, holding various roles at Fidelity Investments, including Vice President in multiple capacities and positions focused on financial planning and workplace guidance. He also served as Vice President and Financial Consultant at Charles Schwab from 2015 to 2022. His professional background encompasses investment representation, trading, customer service, business development, and executive planning. He holds insurance licenses in Arkansas and California. Outside of his professional activities, Brandon enjoys family activities, exploring food, watching movies, running, and snowboarding.

Ingrid Hurley is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. She previously worked at Vail Resorts and The Gateway Company and operated Hurley Pilates and Fitness, LLC for 16 years. She also teaches Pilates independently in Salt Lake City. 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 to manage diversified portfolios and funds.

Lydia Parkinson is a Benefits & Planning Consultant within the Executive Services division at Fidelity Investments. She has been in this role since 2025 and previously worked as a Workplace Planning Consultant at Fidelity from 2023 to 2025. Lydia focuses on helping clients utilize the tools and resources Fidelity provides to build effective financial plans aimed at achieving their financial goals. Her professional experience centers on benefits and financial planning, supporting clients in optimizing their relationship with Fidelity. Outside of her work, Lydia engages in various personal interests including art, cooking and baking, family activities, fitness, skiing, and yoga.

Carol Nielsen is a financial advisor at Fidelity with 18 years of industry experience. She holds the CFP® designation along with Series 63 and Series 66 licenses. Her career includes roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where she is employed, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, incorporating algorithmic portfolio construction and oversight of sub-advisers.

Daniel Hamilton is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity in various roles since 2012. Outside of his advisory work, he serves as a board member for the St Johns Child Development Center in Salt Lake City. Daniel is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients using a systematic investment process incorporating fundamental research, quantitative analysis, and algorithmic portfolio construction.

Sarah Clayton is a Planning Consultant at Fidelity Investments, a role she has held since 2018. She has been with Fidelity Investments since 2003, gaining extensive experience in various capacities including Central Relationship Manager, Active Trader Services, High Net Worth Associate, Retirement Specialist, Fixed Income, and Customer Service. Her expertise spans retirement planning, high net worth client services, and fixed income investments. Sarah holds insurance licenses in Arkansas and California. She emphasizes the importance of incremental decisions in financial planning, reflecting her belief that small, consistent actions can lead to significant outcomes. Outside of her professional work, Sarah enjoys baseball, board games, bowling, camping, and volunteering.

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.