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.

Mayping Lin is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2021, Lin worked at Nu Skin United States Inc for five years. Lin holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools to help clients develop tailored plans.

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.

Jamie Bennett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at LPL Financial since 2021 and maintains roles at Cabela's and various insurance carriers associated with W&R Insurance Agencies and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Rajinder Saini is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience in retail and service positions. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

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.

Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.

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® with 21 years of industry experience. He is currently with Osaic and was previously with Lincoln Financial Advisors Corporation for 20 years. In addition to his advisory work, he holds insurance agent roles offering accident, health, and disability insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Braydon Mc Arthur is a financial advisor with LPL Financial based in Taylorsville, UT. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked in education at Utah Valley University and Mountain View Highschool. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, utilizing model portfolios and research from multiple sources.

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.

Gary Christensen is a financial advisor with Ameriprise in Herriman, UT, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his financial advisory role, Christensen owns and manages New Wave Records, an online CD and record store, and is involved in a barbecue catering business that operates at local events and farmers markets. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

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.