Amy King is a CFP® professional affiliated with LPL Financial in Arvada, CO, with 10 years of industry experience. Her prior roles include positions at Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory work, she is involved with W.o.W Women of Wealth LLC, a real estate rental venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Bocci III is a CFP®-designated financial advisor with Raymond James Financial in Erie, Colorado, and has 19 years of industry experience. He has been with Raymond James since 2016 and also operates his own financial planning practice, Joey Bocci Financial Planning, LLC. Outside of advising, he serves on the Remuda Ranch Metropolitan District Board of Directors and is involved in an agricultural enterprise, BIKMA Performance Horses, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports clients through varied advisory programs.

Alexander Liss is a CFP® and ChFC® with eight years of industry experience. He is currently affiliated with Cetera and holds ownership and leadership roles in multiple financial services and planning firms, including Alexander Liss Wealth Management, LLC and Dialed-In Planning. His career includes prior experience at Union Pacific and Securities America Inc. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Nicholas Dodds is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Northwestern Mutual Wealth Management Company, Vanguard Group, and USAA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Svitlana Murtha is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Daniel Schultz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2009. Outside of advising, he is a co-owner of Normark, LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through affiliated companies.

Steven Pastore is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2005. He holds the Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.

Max Buhler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Concordia Capital and an internship at Brigham Young University during his studies there. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with involvement in model portfolio delivery and fund governance.

Nicholas Wong is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Foothills Capital Management, Maxim Financial, and involvement in the restaurant industry with AOI Sushi and Izakaya and Sushi Zanmai. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without implementing recommendations directly. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Donnie Washington is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he assists individuals, families, and businesses in developing personalized investment strategies aimed at securing their financial futures. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Edward Jones from 2023 to 2024, and a Financial Representative at Northwestern Mutual in 2023. Throughout his career, Donnie has focused on understanding clients' unique goals, values, and risk tolerance to provide tailored financial guidance. He emphasizes a thoughtful and long-term approach to help clients navigate complex markets and make informed decisions aligned with their vision of success. Outside of his professional work, Donnie has interests in board games, social events with friends, golf, hiking, and spending time with pets.

Evan Paine is a Vice President and Financial Consultant at Fidelity Investments, based in the Broomfield, Colorado location. He works directly with clients to help identify their financial goals and develop plans to achieve them, utilizing a holistic approach to investing and planning. Evan has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Vice President Financial Consultant since 2016. He holds insurance licenses in Arkansas and California.

Luke Camper is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merck and Moog Inc. He has been affiliated with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering services such as the Ameriprise Premier Retirement Income service, which provides written retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

John Mowry is a financial advisor with UBS Financial Services in Boulder, CO, holding the Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and asset allocation models.

Michael Brady is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Generosity Wealth Management LLC, which he has operated since 2008. Outside of his advisory roles, Brady serves as treasurer of the Prison Mindfulness Institute, a 501(c)(3) charity, and is involved as an alumni advisor for Lambda Chi Alpha fraternity. 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, retirement plan advisory, and financial wellness services, delivered through a network of independent Financial Professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Mark Stager is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, N.A. since 2011. Merrill, along 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Jonathan Morado is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Fidelity Investments. Morado has also held various positions outside finance, including involvement with local restaurants and concrete businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and financial planning services. The firm’s model includes both non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and a centralized operational structure.