Mark Fairclough is the Vice President and Executive Planning Consultant at Fidelity Investments, a role he has held since 2022. In this position, he engages in holistic wealth planning and benefits education to assist individuals and families in making informed decisions aimed at achieving their personalized financial goals. He emphasizes serving as a comprehensive financial resource to help clients navigate significant life events and celebrate financial milestones. Mark has accumulated extensive experience at Fidelity Investments, progressing through various roles since 2010. His previous positions include Workplace Financial Consultant, Annuity Sales Representative, Financial Consultant, and Portfolio Specialist. Prior to joining Fidelity, he worked as an Operations Analyst at Riggs Capital Management from 2008 to 2010. He holds insurance licenses in Arkansas and California, enabling him to provide licensed insurance advice and services in these states.

Devin Murphy is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including E*TRADE Capital Management, CapFinancial Partners (CAPTRUST), Northwestern Mutual, and Fidelity Investments. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and methodologies.

Yu Huang is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, Yu held positions at Nu Skin, E Excel International, ISOTRUSS, and English Life. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client outcomes.

Eric Wallace is a financial advisor at Raymond James Financial Services Advisors, Inc. with 25 years of industry experience. He previously worked at First Western Advisors for 18 years before joining Raymond James in 2019. Outside of his advisory role, he owns RED2 LLC, a business involved in selling sports cards and collectibles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across a large network of advisors.

Jace Hansen is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill Lynch, Loren Cook, Hiland Dairy, and Morgan Stanley. Outside of his advisory role, he is employed as a customer service associate in home improvement. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristine Campbell is a financial advisor at Fidelity with Series 63 and Series 66 designations and four years of industry experience. She has worked at Fidelity Investments since 2021 and has prior experience at DoorDash, Design West Architects, Trusted Network Solutions, and the Department of Workforce Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to create model portfolios, and it plays a formal advisory role to multiple registered investment companies and fund-of-funds.

Lincoln Bischoff is a financial advisor with Fidelity in Salt Lake City, Utah, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Fidelity Brokerage Services, LLC since 2016 and joined Fidelity Investments in 2025. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs, and maintains formal advisory roles with multiple registered investment companies.

Joshua Walkenhorst is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley, he spent several years affiliated with Brigham Young University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to model outcomes, with clients responsible for implementing their plans.

Amanda Mahr is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Fidelity Brokerage Services LLC, Low VA Rates, and Vivint Smart Home. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Dwight Larsen is a Private Wealth Management (PWM) Investment Management Consultant at Fidelity Investments. In his current role, he collaborates with clients and Wealth Management Advisors to develop, implement, and monitor investment strategies aimed at achieving long-term investment objectives. Dwight has been with Fidelity Investments since 2008, progressing through roles including Senior Relationship Officer from 2008 to 2010, Senior Portfolio Specialist from 2010 to 2015, and Investment Management Consultant from 2015 to the present. His experience spans client relationship management, portfolio specialization, and investment consulting. Outside of his professional responsibilities, Dwight has interests in biking, camping, family activities, hiking, pets, and volunteering.

John Engh is a CFP® professional with 17 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2019, following 11 years at MML Investor Services Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in a wedding planning business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management.

Steven Shelton is a financial advisor with Ameriprise in West Jordan, UT, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, Shelton is involved in coaching volleyball for local high school and community teams and co-manages a business that handles payroll and staffing for his practice. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional providers.

David Jesperson is a Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he works closely with clients to understand their unique financial situations and priorities, aiming to help them work toward their financial goals by leveraging his financial planning experience and the resources available through Fidelity. David's professional experience spans several roles within the financial services industry. Prior to his current position, he held various roles at Fidelity Investments including Client Management PAS (2012-2013), Retirement Solutions Representative (2012), Investments Solutions Representative (2011-2012), and Financial Representative (2011). He also served as an Investment Advisor Representative at New England Financial from 2009 to 2010 and as a Financial Consultant at RBC Wealth Management from 2008 to 2009. He holds insurance licenses in Arkansas and California.

Jasmine Pascua is a financial advisor at Raymond James & Associates with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo and Wells Fargo Clearing. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Alex Evans is an Investment Solutions Representative III at Fidelity Investments, a position held since 2026. Alex collaborates with individuals and families to understand their unique financial goals and assists them in taking the next steps toward achieving those objectives. Prior to this role, Alex progressed through positions within Fidelity Investments, including Investment Solutions Representative I and II, and previously worked as a Customer Relationship Advocate from 2023 to 2024. Throughout their tenure at Fidelity Investments, Alex has developed expertise in providing tailored investment solutions that align with clients' specific financial needs. This experience supports a client-centered approach in guiding financial planning decisions. Outside of work, Alex has personal interests that include the beach, board games, fitness, football, and movies.

Clayton Anderson is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His career includes multiple roles at Fidelity Investments since 2021, as well as positions at New York Life Insurance Company and the University of Idaho. 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’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies and long-term asset allocation benchmarks.

Hannah Clark is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and Fidelity Brokerage Services LLC. Prior to her financial career, she held positions outside the industry, including at TJ Maxx and Far From the Tree Cider. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios, including model portfolios built from mutual funds, ETFs, and ETPs.

Jefferey Redford is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Merrill since 2021. His prior experience includes roles at RBC Capital Markets and Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies supported by internal and third-party investment teams for a range of clients including individuals, high-net-worth clients, and institutions.

Amber Schwendiman is a financial advisor at Fidelity with two years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to joining Fidelity, she held positions at America First Credit Union and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of model portfolios, oversight controls, and its advisory role to multiple registered investment companies.

Jay Green is a financial advisor at Fidelity with Series 63 and Series 66 designations and 17 years of industry experience. He has been associated with various Fidelity entities since 2008, including Fidelity Brokerage Services, LLC, and Fidelity Personal and Workplace Advisors. 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 through a process that combines fundamental research, quantitative analysis, and algorithmic construction. The firm is registered with the CFTC as a commodity pool operator and serves multiple registered investment companies, using systematic methodologies and AI in its investment research.