Salt Lake City, UT North 400 West Office

Hidi Schuyler is the Vice President and Branch Leader at Fidelity Investments, where she currently leads a team of financial associates focused on developing customized wealth strategies and fostering long-term client relationships. Since joining Fidelity Investments in 2005, she has held various roles including Regional Planning Consultant, Managed Solutions Consultant, Portfolio Specialist, Assigned Relationship Manager, Self Directed Brokerage Associate, and Fidelity Service Associate. Her career in financial services spans over a decade and a half, with prior experience as an Associate and Trainer at Discovercard from 1996 to 2005. Hidi holds a California Insurance License, supporting her work in financial planning and client service. Outside of her professional responsibilities, Hidi has interests in art, cooking and baking, fitness, social events with friends, hiking, and music.

Joshua Beard is a financial advisor with Fidelity Investments in Salt Lake City, UT, holding Series 63 and Series 66 licenses and with three years of industry experience. Prior to joining Fidelity, he worked at Nike, Inc. for four years and Footlocker for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its formal advisory roles to multiple registered investment companies and use of advanced technologies such as AI in its investment process.

Anayeli Salto is a financial advisor at Fidelity with Series 66 and Series 63 designations and five years of industry experience. She has been with Fidelity Investments since 2020. Prior to this, her work history includes roles at Ross Dress for Less and time at the University of California Merced. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and employs systematic methodologies in managing model portfolios.

Haley Cate is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2023, following roles at Wells Fargo Clearing and Wells Fargo Bank. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a systematic approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and constructs model portfolios for intermediary platforms.

Landon Anthon is a financial advisor with Fidelity Investments based in Salt Lake City, UT. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Mountain America Credit Union and Alliance Energy and Integration. Landon is part of Strategic Advisers LLC, a Fidelity Investments company that offers 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs.

Devin Barney is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His previous roles include work at Telsou LLC and Wasatch Behavioral Health. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Bryan Bales is a Financial Consultant currently working at Fidelity Investments, where he has been since 2016. Prior to his current role, he served as a Portfolio Specialist at Fidelity Investments from 2017 to 2021 and as an Investment Solutions Representative from 2016 to 2017. Before joining Fidelity, Bryan worked as a Wealth Management Advisor at TIAA from 2014 to 2016. In his role as a Financial Consultant, Bryan supports and provides guidance to high net worth clients. He focuses on assisting clients in building long-term financial plans and discussing appropriate investment options aimed at achieving lifetime financial freedom. Bryan holds insurance licenses in Arkansas and California. Outside of his professional work, Bryan enjoys biking, family activities, hiking, outdoor adventures, and running.

David Cardany currently serves as a Financial Consultant I at Fidelity Investments. He has been with Fidelity since 2020 and has held various roles including Planning Consultant, Investment Solutions Representative, and High Net Worth Associate. His experience encompasses working closely with clients to develop financial plans tailored to their individual goals. David focuses on understanding his clients' lives to co-create financial plans that help them pursue their objectives. He aims to assist individuals and families in feeling confident and comfortable with their financial strategies. David holds insurance licenses in Arkansas and California.

John Marshall is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, he worked at House America Financial and Insight Global among other roles. He is also a partner in Kallari Crafts LLC, an online retail business based in Salt Lake City. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

Douglas Moore is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1996, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. 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 a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios built from mutual funds, ETFs, and ETPs, and is noted for its use of systematic methodologies and oversight of sub-advisers.

Korin Yeager is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and working in the industry for 13 years. Prior to joining Fidelity, Yeager spent six years at E*TRADE Securities LLC. Outside of finance, Yeager assists with logistics for solar projects for a family business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Andrew Greaves is a Financial Consultant currently working at Fidelity Investments since 2024. He has held various roles in the financial industry, including Financial Adviser at Morgan Stanley from 2023 to 2024, and Financial Consultant at E*Trade from 2019 to 2023. His experience also includes positions at Fidelity Investments as a Retirement Relationship Manager from 2016 to 2019, Investments Solutions Representative from 2015 to 2016, and working with high net worth clients from 2012 to 2015. Andrew holds insurance licenses in Arkansas and California. He is a Certified Financial Planner™, focusing on developing personal financial strategies that align with each client's unique goals. His practice is guided by a commitment to integrity and ethical conduct, aiming to earn the trust and confidence of his clients. Outside of his professional life, Andrew enjoys baseball, camping, family activities, golf, movies, and skiing.

Gail Vanwagoner is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she held roles at The Wight House Reception Center and Davis School District. In addition to her advisory work, she is an artist who creates and sells paintings and sculpture and volunteers monthly as a gallery sitter at a local art gallery. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to various clients, including retail and institutional investors, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Simona Alexe is a financial advisor with Fidelity Investments in Salt Lake City, holding Series 66 and Series 63 designations and three years of industry experience. Prior to joining Fidelity, she worked in various roles including at Amazon Fulfillment Services and Long Reimer Winegar. She also works as an independent contractor providing transportation and delivery services for Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios.

Nathan Beaumont is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within the company since 2022, including positions such as Workplace Planning Consultant and Customer Relationship Advocate. Prior to joining Fidelity Investments, Nathan worked as an Accounting Support Specialist at Utah Tech University and as an Executive Assistant at Online Trading Academy. Nathan holds insurance licenses in Arkansas and California. His professional approach focuses on understanding clients' needs and concerns to assist them in pursuing their financial goals. Outside of work, Nathan enjoys a range of personal interests including food, football, social events with friends, hiking, movies, and outdoor adventures.