Mason Della Piana is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at Fidelity Investments, Veterans First Mortgage, University of Utah Athletics, Perx Pest Control, and Pleasant View Recreation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios across 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® 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 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 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 63 and Series 66 licenses and has previously worked 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, employing a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methods and AI in research, and its formal advisory roles to multiple registered investment companies.

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.

Shawn Heckman is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Morgan Stanley and E*Trade Capital Management. Outside of advising, he is an investor and owner at Sporting Edge, LLC, focusing on the development of innovative hockey bags and sports apparel. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and serves clients including high-net-worth individuals.

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.