Drew Armstrong is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Armstrong is also involved with Strykaar, LLC in a business capacity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional offerings.

Brady Erickson is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Summit Global Investments and entrepreneurial work with Ereplacementparts.com and Dynasty Decks LLC. 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 mutual funds, ETFs, and ETPs. The firm also holds unique registrations and advisory roles that distinguish it within the institutional investment management sector.

Joshua Clark is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked for Goldman Sachs for ten years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations.

Natalie Snow is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds the Series 66 designation and previously worked for Cascade Services, Inc. from 2003 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and providing both discretionary and non-discretionary plan services.

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 been with Wells Fargo since 2016. Based in Salt Lake City, UT, Nordfelt’s career has been focused within a single firm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Jamie Bennett is a financial advisor with LPL Financial in Salt Lake City, UT, holding Series 63 and Series 65 licenses and with 20 years of industry experience. Prior to joining LPL Financial in 2021, Bennett worked at Waddell & Reed, Inc. for 10 years and has experience with various insurance carriers. Outside of his advisory role, he has maintained a longstanding position at Cabela's since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools, and supports over 22,800 advisors across its platform.

Rajinder Saini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, with certain implementation and portfolio services offered through affiliated entities.

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 having 10 years of industry experience. She worked at E*Trade Securities LLC for one year before joining Wells Fargo Clearing in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a broad range of brokerage and advisory solutions.

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 63 and Series 66 credentials and four years of industry experience. Prior to joining Fidelity in 2021, he held positions at Veterans First Mortgage, University of Utah Athletics, Perx Pest Control, and Pleasant View Recreation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

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.

Charles Reynolds is a financial advisor at Wells Fargo Clearing with one year of industry experience. He holds a Series 66 designation and has previously worked at Park City Ski & Snowboard, BioCoTech Americas Inc, CFGI Inc, and PricewaterhouseCoopers. Outside of finance, he serves as a part-time alpine coach for Park City Ski & Snowboard. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Phillip Mcstotts Jr. is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2025. He previously worked for Lincoln Financial Advisors Corporation for 20 years. In addition to his advisory role, he acts as an insurance agent offering accident, health, and disability insurance. Osaic Wealth serves a diverse client base including retail, institutional, high-net-worth, and non-high-net-worth individuals, as well as retirement plan sponsors, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, using a model-based investment process that incorporates portfolio optimization and risk management tools.

Braydon Mc Arthur is a financial advisor at LPL Financial with 4 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Mountain America Investment Services since 2021. Prior to that, he was employed by Utah Valley University and Mountain View High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and investment management services, utilizing various model portfolios and third-party strategies alongside proprietary research and technology tools.

David England is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Boyana Judkins is a financial advisor at Fidelity with six years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Fidelity since 2017, with prior roles at Wells Fargo, Jordan Credit Union, and Salt Lake Community College. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.