Zeke Goldstein is an Investment Consultant at Fidelity Investments, where he has been contributing since 2024. His role focuses on understanding clients' unique financial situations to develop tailored investment strategies aimed at working towards their individual goals. Prior to this position, Zeke held roles at Fidelity as a Relationship Manager and Financial Representative during 2023 and 2024. Zeke holds an Arkansas Insurance License, supporting his professional qualifications in financial planning and investment consulting. Outside of his professional life, he enjoys camping, outdoor adventures, skiing, and playing soccer.

Kayla Anley is a financial advisor at Wells Fargo Clearing in Denver, Colorado, with three years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.

Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. He is affiliated with 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 research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Sarah Alarcon is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Raymond James & Associates and various educational organizations. Outside of her advisory work, she is involved with a nonprofit organization in Denver and operates a pet sitting business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Jack Derby III is a CFP® and CFA® with 28 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has worked there since 2008. He also serves as an independent insurance agent and president of Derby Financial Group, a role he has held since 1995. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Veronica Schulz is a financial advisor with Raymond James & Associates in Denver, Colorado, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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 municipal advisory services through various specialized programs and affiliated research resources.

Edward Lee is a financial advisor with LPL Financial based in Denver, CO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party strategies.

Kyle Pape is an Executive Planning Consultant at Fidelity Investments, specializing in assisting clients with their employer benefits and personal accounts through comprehensive financial planning. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits Planning Consultant, Relationship Manager in Portfolio Advisory Services, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Kyle holds a California Insurance License which supports his work in providing financial advice and planning. His approach focuses on building strong client relationships based on reliability, competency, and compassion, emphasizing the importance of financial security as a component of personal wellbeing. Outside of his professional role, Kyle enjoys activities such as board games, cooking and baking, fitness, movies, visiting museums, and traveling.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.

Mihailo Ostojic is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, offering services primarily in an advisory capacity.

Matthew Kollmorgen is a financial advisor at Edward Jones in Louisville, Colorado, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of finance, he owns BK's Honey Co LLC, an online retail business focusing on bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Raymond James, Stewart worked at firms including Allstate Financial Advisors and Thrivent Financial. He owns an independent insurance agency, The Stewart Agency, LLC, where he sells personal and commercial lines insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and sponsors various advisory programs across a large network of advisors.

Travis Weaver is a financial advisor at LPL Financial in Denver, Colorado, with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at BMO Harris Bank, Bank of America, Merrill Lynch, Broadmoor, Eddie Bauer, and Dicks Sporting Goods. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Brian Carroll is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at FIRST REPUBLIC Securities Company, LLC and First Republic Investment Management, Inc. from 2017 to 2019, and spent a year at Black Gold Golf Club before beginning his advisory career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and diversified investment evaluation methods.

Ken Taga is a Series 66-licensed financial advisor with Edward Jones in Westminster, CO, where he has worked since 2020. He has five years of industry experience and previously worked for seven years with Denver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, with a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Peter Fine is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Ameriprise Financial. In addition to his advisory role, he consults on business strategy for Northwestern Specialists in Plastic Surgery, a medical spa and plastic surgery office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Ellen Bruno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Techstars and West Battle LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.