An Hoang is a financial advisor with Charles Schwab & Co., Inc., holding Series 63 and Series 66 designations and having 11 years of industry experience. He has been with Charles Schwab since 2014. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Cameron Fraker is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2021. He also maintains ongoing roles with JOHLFS Inc and Craig Johlfs, and has experience with various insurance carriers and Waddell & Reed, Inc. His activities include managing non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management.

Matthew Medosch is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in fitness management at ESPORTA Fitness and served in the Army National Guard. 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 employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive registrations and advisory roles uncommon among large institutional peers.

Nathan Peyer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He worked at Fidelity Brokerage Services, LLC from 2013 to 2021 before joining Schwab in 2021. Outside of his advisory role, he owns residential rental properties in Colorado Springs. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment solutions supported by a large, integrated platform.

Dawnn Lone is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 36 years of industry experience. She has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Jason Meyer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans aligned with their individual goals and circumstances. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. Throughout his tenure at Fidelity, Jason has gained experience in financial planning and client services, contributing to his ability to address diverse financial needs. He holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. No additional information about his education, personal interests, or community involvement has been provided.

William Agopian is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Walt Disney Company and self-employment ventures. Outside of his advisory duties, he works as an independent contractor delivering food and packages for Door Dash and Amazon Flex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeremy Hotsenpiller is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at U.S. Bancorp Investments and U.S. Bank. He is currently based in Greenwood Village, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary portfolio management for institutional clients.

John Ferris is a financial advisor with Fidelity Investments in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and ten years of industry experience. He has been with various Fidelity entities since 2016, including Fidelity Brokerage Services LLC and FIDELITY Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe.

Grant Gipson is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior work includes roles at Western Colorado University, Vail Resorts, and Pedal Power Bike Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Craig Garrison is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 21 years of industry experience, including 20 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. In addition to his advisory role, he owns Bench in Golden, LLC, a holding company for partnership shares. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Rachel Goodman is a financial advisor with Edward Jones in Castle Pines, Colorado, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in real estate with several Sotheby’s brokerages and other firms from 2017 to 2024. Outside of finance, she occasionally engages in light acting and modeling for lifestyle and hotel property photography through a talent agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Brooke Davis is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to joining Merrill, she held roles at Magnolia Medical Group and worked as a nanny for a private family. 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 investment strategies for a range of client types including individuals, high-net-worth clients, and institutional investors.

Mathieu Niehues is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Todd Grant is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Vestas and the National Bicycle Dealers Association. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jacob Sickler is a financial advisor with Fidelity in Greenwood Village, Colorado, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at BBVA Wealth Solutions, AXA Advisors, and held roles outside finance including time at iHeart Media and the University of Arizona. Outside of his advisory work, he manages an online photography business called Above the Treeline Photography on a part-time basis. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, along with advisory roles for registered investment companies and fund‑of‑funds.

Tanner Bloomer is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, CO, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Edgewater Beer Garden and Bassett and Associates, as well as a background in full-time education. 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 combines non-discretionary client relationships with access to discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Branden Faircloth is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 65 and Series 63 designations and has held positions at Charles Schwab since 2018, with additional experience at firms including HSO Proserv and Waddell & Reed. Outside of finance, he is a co-owner of BCOMFY LLC, a company that designs and sells clothing for chemotherapy patients. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and conducting due diligence on alternative investments.

Matthew Etheridge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo, and Idaho State University. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment vehicles, including model portfolios and fund advisory services.

Tod Reams is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Charles Schwab since 1993. 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.