Ian Smith is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. Prior to joining Fidelity, he spent eight years working at West Flanders Brewing Co. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research and quantitative analysis to construct model portfolios. The firm is also noted for its use of algorithmic methods and its advisory role with various registered investment companies.

William Shepherd is a financial advisor with Fisher Investments who holds a Series 65 credential and has 19 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Kenneth Blair is a financial advisor with Edward Jones in Denver, CO, holding the Series 66 designation and 20 years of industry experience, all with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Hannah Hensley is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to her current role at Fidelity, she worked at Whole Foods Market and Jumpstart Autism Center. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

David Elliott is a financial advisor with Cetera in Greenwood Village, CO, holding Series 63, 65, and 66 credentials and 33 years of industry experience. His prior work includes roles at Thrivent Financial, Ameriprise, and Waddell & Reed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various program structures and custodial relationships.

Angela Doud is a financial advisor at UBS Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining UBS in 2022, she worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 20 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and offers proprietary research and specialized capital markets services.

Austin Ringquist is a CFP® professional with four years of industry experience, currently serving at Raymond James & Associates in Denver, CO. His prior work includes roles at the University of Arizona and Tucson Ford Dealer Aquatics. 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, investment consulting, and specialized municipal advisory services.

Derek Krebsbach is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting 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.

Sean Von Manowski is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Englewood, CO. He has 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he owns and manages vacation rental properties, including a ski rental property in Beaver Creek, CO, and a vacation rental company in Lahina, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mason Samuels is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked previously at GPS Wealth Strategies Group, LLC and LPL Financial. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of investment tools and third-party platforms to construct portfolios across multiple asset classes.

Wayne Watts is a financial advisor at Fidelity with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked in various roles within Fidelity since 2014. Outside of his advisory work, he is a partner in an antique restoration business, assisting with restoration, marketing, and sales. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Warren Coulson is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, progressing through roles including Senior Portfolio Specialist, Portfolio Specialist, and Client Management Representative. Prior to that, he worked as a Financial Advisor at Edward Jones from 2010 to 2013. Warren's experience spans various aspects of wealth planning and portfolio management. He focuses on building long-term relationships with clients and their families, collaborating with them to co-create comprehensive wealth plans and provide education about financial markets and strategies. He holds insurance licenses in Arkansas and California. Further details about his education or personal interests are not provided.

Martha Lewis is a financial advisor with Mass Mutual Investors Services in Denver, CO. She holds a Series 66 designation and has experience working at Charles Schwab and Wells Fargo & Co prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

John Davis is a ChFC® credentialed financial advisor with Ameriprise, based in Castle Rock, CO, and has 42 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he engages in public speaking and article authorship within the industry. Ameriprise serves clients primarily through its retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, tailored recommendations, supported by a centralized consulting team.

Timothy Wilson is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2009. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Abigail Tran is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at ImprintID and academic institutions such as George Mason University and Northern Virginia Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its management of registered investment companies, use of AI and algorithmic methods, and advisory role in model portfolio delivery for Fidelity Institutional Wealth Adviser.

Christine Mollohan is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with options including discretionary plan-level investment management and a broader range of financial products than typical for large institutional advisers.

John Witkop is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021. Outside of his advisory role, he is the sole proprietor of Greener Mountain LLC, a landscaping small business. Fidelity’s Strategic Advisers LLC provides 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 portfolios and offers services that include model portfolio delivery and advisory roles to registered investment companies.

Sean Curley is a CFP® and holds a Series 66 license with 13 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. He is based in Greenwood Village, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Nicholas Eidler is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes positions at the University of Colorado - Boulder and Doordash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advises multiple registered investment companies.