Bobby Rost is a financial advisor with Fidelity in Golden, Colorado, holding Series 63 and Series 66 credentials and 10 years of industry experience. His tenure at Fidelity began in 2015, spanning roles within Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, Rost officiates high school football games and works as a rideshare driver in the Denver area. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Landon Marshall is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked within various JPMorgan entities since 2017 and has a background including academic roles at Texas A&M University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Evan Manson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Arnold Fernandez Fuentes is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at JP Morgan Securities LLC and JP Morgan Chase Bank since 2019, with prior roles including positions at Denver International Airport and Colorado State University’s Morgan Library. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Michael Bonilla is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Invesco, and Oppenheimer Funds Distributor Inc. 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 when recommending strategies.

Eric Haney is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Haney serves as Board President of the Grandview Townhome Owners Association in Centennial, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erin Zuckerman is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

William Kessel is a financial advisor with Edward Jones in Arvada, CO, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million 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.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Kevin Brachle serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity since 2013, beginning as an Investment Representative before advancing to his current position. Prior to joining Fidelity, he worked as an advisor at Naples Money Managers from 2011 to 2013. With 15 years of industry experience, Kevin emphasizes understanding his clients' personal priorities to develop customized financial approaches. Outside of his professional responsibilities, he is interested in music, outdoor adventures, running, and parenthood.

Harold Heuer is a financial advisor at Morgan Stanley with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliated entities since 1994. Heuer is based in Denver, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Chloe Wood is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and with 16 years of industry experience. She has been with Morgan Stanley since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients. The firm emphasizes a structured financial planning process using approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Freemire is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 65 designation and has previously been involved with Kids Adventures Inc, Mission ROI, LLC, and Total Turf & Landscape, Inc. In addition to his advisory role, he serves as President of Patio Plus HOA and is an alternate board member of the Douglas County Colorado Water Commission. He is also an author and owns Full Circle Financial of Colorado Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Robyn Donovan is a Series 66 licensed financial advisor with five years of industry experience. She currently works at Morgan Stanley and previously spent ten years at Merrill. Donovan is also the sole proprietor of Robyn Donovan LLC, an online health and wellness business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and market simulations.

Hope Todt is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously been affiliated with Avantax entities and Larson Wealth Planners LLC. Outside of her advisory role, she is involved in logistics through Illuminated Global Logistics LLC and provides accounting services via Larson Accounting Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Tynan Strong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Cetera Wealth Services, FS Advisors Wealth Management, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program structures and over $256 billion in assets under management.

Joshua D'agostino is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. 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 solutions, supported by a large network of financial advisors and branch offices across the United States.

Thea Diffendal is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial, she worked at TIAA and TIAA-CREF for 16 years and has held roles at BMO Bank NA and Robinhood. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management styles and providing access to model portfolios and research from various sources.

Daniel Guevara Cortez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2019. Prior to his current roles, he was employed at First Bank and served in the United States Army Reserve from 2012 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.