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.

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® 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.

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 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.

Darren Hamilton is a financial advisor at Morgan Stanley with 32 years of industry experience. He has been with Morgan Stanley since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

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 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.

Amelia Beukers is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2021. Prior to joining Ameriprise, she gained experience at Paychex and Equinox IT Services. Outside of finance, she writes non-financial fiction in the cozy fantasy genre and is involved in publishing short stories through writing competitions and an upcoming anthology. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Terrell Pickett is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. Outside of his advisory work, he is involved with Bacchus Event Services as a bartender and sells LV Raiders NFL tickets. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment programs, supported by a network of investment adviser representatives and a combination of proprietary and third-party investment strategies.