Cory Fellhauer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive financial plans tailored to their unique needs and goals. His approach focuses on creating personalized experiences to help clients build confidence as they plan for the future. Cory has been with Fidelity Investments since 2021, progressing through several roles including Financial Representative, Relationship Manager, and Planning Consultant before becoming a Financial Consultant in 2024. This progression reflects his growing experience and expertise within the organization.

Jordan Fitzmaurice is a financial advisor at RBC Capital Markets with a Series 66 designation. His career history includes roles at Bank of Colorado, Merrill Lynch, and Barnes and Noble. Outside of finance, he previously operated The Blue Mug Coffee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that combine discretionary and non-discretionary portfolio management with financial planning and brokerage services, tailoring investment strategies to each client’s risk profile.

Mark Debord is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and with MassMutual Life Insurance Company since 2012. In addition to his advisory role, he serves as an instructor for The College Funding Coach, providing college consulting services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, ongoing financial planning engagements using firm-approved tools and emphasizes educational seminars and specialized planning programs.

Darin Luze is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at LPL Financial, Securities America Advisors, QA3 Financial, and Cetera Wealth Services. He is also involved in a non-variable insurance business under JBA Wealth Management Group in Fort Collins, Colorado. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm offers both discretionary and non-discretionary management and develops proprietary model strategies under the Founders Gate Capital brand.