Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Julian Ka is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2021 and previously held positions at Bank of America, Bestbuy, the University of Colorado Boulder, Chick-fil-A, and Sand Creek High School. Merrill, in conjunction 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kayla Alexander is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Wells Fargo, among other firms. Outside of her advisory role, she is involved in pet and animal services as a W-2 employee of WOOF HOOF MEW in Arvada, Colorado. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through its network of independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party strategies.

Giana Ramsey is a Series 66-licensed financial advisor with Edward Jones in Lakewood, CO, holding one year of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Gary Poling is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors, Inc. and True North Capital Group since 2009. Outside of his advisory role, he serves as president and independent contractor of True North Capital Group, overseeing payroll and employees. 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 offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Matthew Arminio is a Financial Consultant at Fidelity Investments. He works with clients and families to understand their unique needs and collaborates with them to create plans that align their financial goals with their financial strategies. Matthew has been with Fidelity Investments since 2021. He has held roles including Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. His experience spans various aspects of investment consulting and financial planning. No information about his education, credentials, personal interests, or community involvement has been provided.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

James Davis is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of related financial products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining authority over model selection and management.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services and has been involved with Catalyst Retirement Advisors as an Associate Advisor, supporting lead advisors with client service and financial planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

Andrew Ekberg is a financial advisor with Raymond James Financial in Golden, Colorado, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2016 to 2024. He is also an independent contractor and wealth advisor with Garrison Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services that include municipal advisory and SIMPLE IRA Employer Advisory programs.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Geoffrey Sans is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios and incorporates specialized risk management and tax-aware strategies.

Margaret Webster is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at TIAA-CREF and Cambridge Investment Research Advisors. Outside of her financial advisory career, she is the owner of Margaret Webster Hypnotherapy, where she provides volunteer clinical hypnotherapy services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. Advisors use Wells Fargo research and planning tools to develop recommendations delivered through discrete planning engagements, with optional implementation through various brokerage and advisory programs.

Anthony Piazza is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines and has previously worked at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.