Joshua Clark is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Goldman Sachs from 2015 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Benson Lockhart is a Series 66-licensed financial advisor with Fidelity in Salt Lake City, UT, and has one year of industry experience. Prior to joining Fidelity Investments, he held roles across various industries, including education at Telos Academy and positions in pest control and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs, and serves as an adviser to multiple registered investment companies.

Joshua Nordfelt is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Joshua Spackman is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His previous roles include positions at Alter Domus, Angel Advocates, Ashby Management Group, Wells Fargo, and Brigham Young University. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Jordan Joosten is a financial advisor at Fidelity with a Series 66 designation. He has been with Fidelity since 2025. His prior experience includes roles at Live Nation, Alter'd State, and several academic positions at the University of Utah and Southern Utah University. 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. The firm offers services including discretionary portfolio management, fund advisory, and model portfolio delivery to intermediary platforms.

Kelly Parkinson is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. Prior to joining Wells Fargo in 2017, Parkinson worked at E*Trade Securities LLC for one year. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves a broad client base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Bradley Ballinger is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He works with individuals and families to develop financial plans tailored to their unique goals, emphasizing personalized financial planning. Bradley has progressed through multiple roles at Fidelity Investments since 2021, including positions as Investment Solutions Representative I, II, and III, as well as Client Services Representative. He holds insurance licenses for Arkansas and California. Outside of his professional work, Bradley enjoys board games, social events with friends, movies, music, outdoor adventures, and parenthood.

Mason Della Piana is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at Veterans First Mortgage and the University of Utah Athletics. Fidelity Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a combination of proprietary fundamental research, 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 in portfolio management.

Marc Singson is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at UOB Kay Hian Pvt. Ltd. and Citibank Singapore. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

Sofiya Mykhalska is a Wealth Management Planning Consultant at Fidelity Investments, where she has been working since 2021. In her role, she collaborates with clients and Fidelity Wealth Management Advisors to develop detailed and up-to-date plans aimed at protecting wealth and simplifying financial lives. Prior to this, she served as a Senior Stock Plan Executive Services Specialist at Fidelity Investments from 2019 to 2021. Sofiya emphasizes building and nurturing relationships with her clients as a significant part of her professional approach. Outside of her work, she has interests in social events, parenthood, photography, skiing, traveling, and yoga.

David England is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors. Outside of his advisory role, he serves as power of attorney for his spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a range of investment options, notably incorporating insurance-related vehicles and bank deposit sweep programs.

Boyana Judkins is a financial advisor at Fidelity with six years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Investments since 2019. Prior to that, she held positions at Wells Fargo, Jordan Credit Union, and Salt Lake Community College. 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 blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration as a commodity pool operator and use of AI-driven methodologies in portfolio management.

Anna Yehushua is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to help clients define their financial goals, understand investment options, and develop clear financial plans. She emphasizes building relationships with clients and their families throughout their financial journeys. Anna has been with Fidelity Investments since 2015, beginning as a Financial Representative, then serving as a Relationship Manager from 2017 to 2022 before assuming her current role as Planning Consultant in 2022. Her experience encompasses client relationship management and financial planning. Outside of her professional role, Anna enjoys biking, snowboarding, outdoor adventures, traveling, exploring food, and volunteering.

Donald Montgomery is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with various Fidelity entities since 1995. Montgomery is based in Salt Lake City, UT. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that utilize mutual funds, ETFs, and ETPs, while also serving as an adviser to multiple registered investment companies and fund-of-funds.

Jordan Gillen is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, Jordan held various positions within Fidelity Investments, including Financial Consultant I from 2024 to 2025, Planning Consultant from 2023 to 2024, and Financial Representative from 2011 to 2018. Jordan also worked at JPMorgan Chase Bank as a Private Client Financial Advisor from 2021 to 2023 and as a Private Client Banker from 2018 to 2021. Jordan's professional experience encompasses a range of financial consulting and client advisory roles, focusing on helping individuals pursue financial freedom through holistic financial planning. Jordan holds insurance licenses in Arkansas and California.

Christian Wimmer is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been associated with various Fidelity entities since 1997. His career includes roles at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is also noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of algorithmic methods and AI in research.

Kristen Kessler is a financial advisor at Fidelity with six years of industry experience and holds the Series 66 designation. Her career includes diverse roles across several sectors prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Christian Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with various Fidelity-affiliated entities since 2009, including Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC, where he is based, provides investment management and advisory services to a diverse client base ranging from retail and institutional investors to registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and offers a distinctive advisory role to multiple registered investment companies.

Meghan Yocom is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2018. In this capacity, she collaborates closely with clients and their Wealth Management Advisors to develop and maintain financial plans tailored to meet both short-term and long-term financial goals. Prior to her current position, Meghan gained extensive experience within Fidelity Investments, serving as a Portfolio Advisory Services Relationship Manager from 2016 to 2018, a Portfolio Advisory Services Client Service Associate from 2014 to 2016, and a Client Service Representative from 2011 to 2014. This progression reflects her comprehensive understanding of wealth management and client service within the financial industry.

Tyson Green is a Planning Consultant at Fidelity Investments, where he has been working since 2024. He has held various roles within the company, including Investment Solution Representative III and II, Investment Solution Representative I, Retirement Representative, and Customer Relationship Advocate, demonstrating a progressive career in financial services. Tyson focuses on collaborating with individuals and families to develop financial plans that align with their goals. He aims to help clients feel confident and comfortable with their financial strategies. He holds insurance licenses in Arkansas and California. Outside of his professional work, Tyson enjoys running, snowboarding, and traveling.