Jessie Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Jessie held various roles across education, retail, and gig economy companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Thomas Finnerty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in public service with the U.S. House of Representatives and Monroe County Parks Department, as well as positions in hospitality and education. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, offering services such as discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool management and model portfolio delivery.

Carrie Aburto is a CFP® professional with 20 years of experience in financial advising, currently with LPL Financial since 2009. Prior to her current role, she worked at Core Wealth Management from 2013 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Sonya Reagan is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and five years of industry experience. She has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2020. Prior to her career in finance, she held positions at Starbucks and Barnes and Noble. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a large scale and integrated operational structure.

Brittany Frazier is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 66 and Series 63 designations. Her prior work experience includes roles at TD Ameritrade and ULTA Beauty. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and rigorous due diligence on alternative investments.

Christopher Bowland is a financial advisor with Edward Jones in Greenwood Village, CO, holding the ChFC® designation and a Series 66 license. He has eight years of industry experience, including eight years at Logic Integration prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide, with approximately $1.01 trillion in assets under management.

Juan De Dios Hernandez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles in various companies including T-Mobile US Inc and Best Buy Co Inc. Outside of finance, he is involved in music distribution as an individual recording artist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies to construct model portfolios.

Dione Jones is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Jones worked at Cherry Creek Mortgage and Gateway First Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and manages model portfolios for intermediary platforms.

Kyle Schaffer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive wealth planning strategies focused on their goals and priorities. Kyle emphasizes the importance of financial education and is dedicated to helping clients grow, manage, and protect their wealth. Prior to joining Fidelity Investments in 2025, Kyle held positions as a Lead Sales Consultant at T. Rowe Price from 2018 to 2025 and as an Internal Wholesaler at Jackson National from 2014 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle engages in activities such as biking, cooking and baking, family activities, fitness, attending social events with friends, and solving puzzles.

Susie Kaufman is a financial advisor with Wells Fargo Advisors in Denver, CO, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche offerings such as business-owner transition and special-needs analysis, and delivers tailored recommendations using proprietary research and planning tools.

Michelle Terry is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and 18 years of industry experience. She has been with Charles Schwab and its affiliated entities since 2015 and provides professional care for a family member outside of her advisory role. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Jason Yevak is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity since 2023 and entrepreneurial experience operating a pet sitting business from 2012 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios using AI and algorithmic methods.

Susan Hunter is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC since 2006. Hunter is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and overlays distinctive features such as commodity pool operation and the use of AI tools in research.

Judith Yeoman is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Merrill, Edward Jones, Fidelity Brokerage Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Oscar Bujanda is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at Schwab Wealth Advisory Inc. and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a combination of wrap fee programs, managed accounts, and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized service structure.

David Mitchell is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Empower Retirement, the State of Colorado, and TIAA-CREF. 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 process is IPS-driven and grounded in modern portfolio theory, with a range of investment products including insurance-related vehicles and bank deposit sweep options.

Joseph Jachimiak is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer & Co., New York Life, and as a principal at Jachimiak Peterson, LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s broad capital-markets capabilities.

Jacqueline Johnson is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and 65 licenses and bringing 37 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she is involved with Joys Kitchen, a 501(c)(3) organization focused on addressing food insecurity and food waste. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering customized investment strategies through various advisory programs that combine in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and custody.

Jane Yu is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2025 and has been associated with FIDELITY Brokerage Services LLC since 2021. Prior to her career in finance, she was employed at Colorado Springs Orthopaedic Group from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage assets and deliver model portfolios.

Joshua Brungardt is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on building trusted relationships with clients and their families, emphasizing open communication and transparency to help them achieve their financial goals. Prior to his current role, Joshua gained experience at Fidelity Investments in various positions, including Planning & Advice Help Desk from 2022 to 2025 and Investment Solutions Representative from 2020 to 2022. Before joining Fidelity, he worked as a High Net Worth Client Case Representative, Senior Associate at The Vanguard Group from 2018 to 2020. He holds an AR Insurance License. Outside of his professional work, Joshua enjoys family activities, football, hiking, outdoor adventures, pets, and running.