Matthew Simon

Clayton acquired Clarity Financial, LLC to provide independent, fee-only, fiduciary advice of the highest standard to clients and is passionate about removing as much financial uncertainty and stress from his clients’ lives as possible. Having been in the industry since 2010, and having worked with individuals, families, businesses, schools, churches, and endowments, Clayton emphasizes the importance of a long-term planning relationship with his clients as he believes this gives them the best possible chance of achieving their financial goals. One of Clayton's specialties is retirement account distribution planning centered around replacing working income while minimizing taxes as clients transition to retirement.

Alison Ryan is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. She has held several roles within Fidelity Investments, including Investing Consultant from 2023 to 2024, Planning Consultant from 2022 to 2023, and Financial Representative from 2021 to 2022. Her professional focus is on providing clear and actionable financial planning recommendations tailored to individual priorities. Alison emphasizes building long-term relationships with clients to simplify the financial planning process and support their goals, whether balancing work schedules, planning for retirement, or protecting family futures. She aims to make financial planning accessible and empowering. Outside of her professional work, Alison has interests in gardening, military service, museums, pets, reading, and traveling.

Chris Bouma is a Vice President and Financial Consultant. He currently works with clients to co-create financial plans, aiming to simplify their financial situations to empower informed decision-making that supports their goals. Chris has been a Financial Consultant at Fidelity Investments since 2021. Prior to this, he worked as a Financial Advisor at AIG Life & Retirement from 2019 to 2021. Outside of his professional work, Chris is interested in fitness, football, golf, running, soccer, and volunteering.

Jason Powell is a Financial Consultant currently working with Fidelity Investments since 2024. He has previously held the position of Director at CrowdStreet Advisors from 2019 to 2024, and served as a Financial Advisor at Edward Jones between 2015 and 2019. His professional experience spans various roles within the financial advisory industry. Jason holds an Arkansas Insurance License. His approach to financial consulting involves understanding clients' goals, values, and financial priorities through collaborative conversations, aiming to develop actionable plans and investment strategies aligned with their key objectives. Outside of his professional work, Jason engages in activities such as family activities, fitness, playing instruments, outdoor adventures, parenthood, and traveling.