Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Jeffrey Donahue is a Series 66-licensed financial advisor with LPL Financial, based in Golden, Colorado, and has 18 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating two DBAs, Integrated Financial Group and Donaco Financial Services, both located in Golden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffrey Huff is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a director for Hidden Point Metropolitan District in Greenwood Village, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. 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, managed accounts, and affiliated investment products.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Jones is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including CUNA Mutual Group, CUSO Financial Services, Bancwest Investment Services, and Chase Investment Services Corp. Jones briefly operated a landscaping business from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with resources including model portfolios and research from internal and third-party providers.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved in selling fixed insurance through his own business, Colorado Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party resources.

Vann Schield is a financial advisor at Raymond James Financial with a Series 66 credential and less than one year of industry experience. He previously worked at Carnes Wealth Management and has educational experience at Colorado State University and Rock Canyon High School. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Nathaniel Arnett is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he was with Cors & Bassett, LLC for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and employs systematic methodologies in managing diversified portfolios, including fund advisory and model portfolio delivery.

Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Lucas Benjamin is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various construction and mechanical companies as well as a position at Colorado State University. Outside of his advisory role, he owns a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

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.

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.

Jace Montera is a financial advisor with Edward Jones in Lakewood, CO. He holds the Series 66 designation and has two years of industry experience, including prior roles at AllHealth Network and SP Plus Corporation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branches, operating under a fiduciary standard.