Scott Burnett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Before joining Raymond James in 2024, he worked for Zions Direct, Inc. and Zions Capital Advisors, Inc. He serves as Treasurer and a board member for Trout's Ranch HOA, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, providing financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

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.

Terrell Pickett is a financial advisor with LPL Financial, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is also involved in event services as a bartender and sells NFL tickets outside of his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and model portfolios from LPL Research and third-party subadvisors.

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.

Josh Simons is a financial advisor at Fidelity with Series 66 and Series 63 credentials. He has experience working at Apple and has held roles with community organizations such as Traverse Mountain Masters Association and the Church of Jesus Christ. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

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.

Jacob Webster is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and beginning his advisory career in 2025. Prior to joining Wells Fargo, he held roles at several technology and software companies, including Lucid Software and Vibe Inc. There are no additional outside activities noted. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

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.

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.

Heather Watanabe is a financial advisor at Morgan Stanley in Salt Lake City, UT, with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, she serves on the investment committee and advisory board of the United States Ski and Snowboard Association and is involved with the Young Presidents Organization, focusing on skiing and speaking engagements. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but generally acts in an advisory capacity rather than as a fiduciary for retirement accounts unless otherwise engaged.

Melissa Sugden is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding Series 66, 63, and 65 licenses and 15 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and spent multiple years with the Jordan School District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Haylee Wilkey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work spans roles at Utah State University, Goldenwest Credit Union, and Cinemark. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing 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 serves as an advisor to multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its approach.

Steven Osborn is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2012. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs, and serves a broad client base with discretionary and non-discretionary advisory services.

Justin Westenskow is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Podium and Instructure. His career also includes self-employment with JeberToys. Strategic Advisers LLC, a Fidelity Investments company, 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 portfolios, and it serves a unique advisory role for multiple registered investment companies and fund-of-funds.

Aidan Mccarthy is a Series 66-credentialed advisor with Wells Fargo Clearing in Salt Lake City, UT, and has seven years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Resource International Inc., as well as positions at Diamond Peak Ski Resort and OnTrac Shipping. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bret Tillman is a financial advisor at Fidelity with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity divisions since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and deliver model strategies to intermediary platforms.

Amber Gines is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked at Silac Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and delivers model portfolios through systematic methodologies.

Alexander Jarrett is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Prior to his current role, Jarrett’s background includes positions at Aptive Environmental, the Church of Jesus Christ of Latter-day Saints, Vivent, and Red Deer Construction. Strategic Advisers LLC, a Fidelity Investments company, 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 develop model portfolios, often delegating management to sub-advisers and implementing oversight and governance controls.