Donald Montgomery is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at various Fidelity entities since 1995, including Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors. He is associated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver systematically managed model portfolios.

Terrell Pickett is a financial advisor with LPL Financial based in Kearns, Utah, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Bank and its affiliates from 2005 to 2021. Outside of his advisory work, he is involved with Bacchus Event Services as a bartender and also sells NFL tickets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies, supported by advanced operational tools.

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 63 and Series 66 designations and one year of experience at Fidelity. His prior work experience includes roles at Apple and involvement with the Traverse Mountain Masters Association. 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 to manage a broad range of portfolios and fund structures.

Christian Wimmer is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Fidelity entities since 1997. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, including model portfolio construction and management for registered investment companies and intermediary platforms.

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 based in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with Fidelity and its affiliated entities since 2009, including seven years at Fidelity Personal and Workplace Advisors. 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. The firm offers discretionary and non-discretionary advisory services and manages model portfolios across a broad investable universe, with noted use of algorithmic methods and AI in research.

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 at Wells Fargo Clearing with 15 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at various Wells Fargo entities as well as the Jordan School District. 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 manages approximately $671 billion in assets and employs more than 14,000 financial advisors, offering both brokerage and advisory solutions.

Haylee Wilkey is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her background includes roles at Fidelity Investments and prior work in education and credit unions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and uses algorithmic and AI-driven methods in its investment process.

Steven Osborn is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity company, 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and provides model portfolios to intermediary platforms.

Justin Westenskow is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity in multiple roles since 2013, with additional experience at Podium, JeberToys, and Instructure. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator, advises multiple registered investment companies, and employs systematic methodologies and AI in portfolio development.

Aidan Mccarthy is a financial advisor with Wells Fargo Clearing in Salt Lake City, UT, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Wells Fargo Clearing Services LLC and Resource International Inc. Outside of finance, he has experience working at Diamond Peak Ski Resort. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services.

Bret Tillman is a financial advisor with Fidelity in Salt Lake City, UT, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior roles include positions at Raymond James Financial and Edward Jones before joining Fidelity. 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 that include mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Amber Gines is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Her prior roles include positions at Silac Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a blend of proprietary fundamental research, quantitative analysis, and systematic methodologies to construct portfolios from a broad investable universe.

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.

Bronson Jorgensen is a financial advisor at Wells Fargo Clearing in Salt Lake City, UT. He holds the Series 63 and Series 65 licenses and has been with Wells Fargo Bank and related entities since 2019. Prior to joining Wells Fargo Clearing in 2026, he held positions at EngageX, Utah Valley University, and other organizations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffry Roundy is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 1995, following his work as a CPA for Ernst & Young in New York City. Jeffry holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized multiple times on Barron's list of America's Top 1,200 Financial Advisors and Forbes' Best-in-State Wealth Advisors list, reflecting his extensive experience and client focus in areas such as Divorce Transition Planning, Family Wealth Management Strategies, Legacy Planning, and Portfolio Management Services, among others. Jeffry also serves as a peer mentor at Merrill Lynch, counseling other advisors on best practices. Jeffry is a graduate of Brigham Young University, having studied at the Marriott School of Management and the BYU School of Accountancy. He is active in community organizations including the Salt Lake Rotary Club and Junior Achievement of Utah, where he provides education and mentorship in Title 1 schools. In his personal time, Jeffry enjoys running, triathlons, biking, and other sports. He resides in the Bountiful area with his wife Cindy and their six children.