Brady Odom is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked in legal roles, including positions at Bob Leonard Law Group, PLLC, and Texas A&M University School of Law. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across various asset classes.

Robyn Goodenow is a financial advisor with Edward Jones in Parker, CO, holding CFP®, ChFC®, and Series 66 credentials, and has five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Pure Romance for 13 years. Outside of her advisory role, she is a property owner in Fountain, CO. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of investment advisory programs and maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Natalie Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Merrill for 23 years and Stifel Nicolaus & Co Inc for four years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Joshua Shuster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Teachers Insurance Annuity Association and Nuveen Asset Management and Securities, where he worked for 12 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Jim Tobin is the Vice President, Wealth Planner. He consults with high net worth families and businesses to help build customized financial plans. Jim has held various roles at Fidelity Investments, including Vice President Financial Consultant from 2017 to 2022, Financial Consultant from 2013 to 2017, Investment Representative from 2012 to 2013, Private Client Specialist in 2012, and Financial Representative from 2011 to 2012. Prior to Fidelity, he worked as an Account Executive at North American Bancard from 2007 to 2008 and as a Senior Account Executive at Southstar Funding LLC from 2004 to 2007. He holds an Arkansas Insurance License.

Britton Brooks is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Thomson Reuters for 15 years and at Workiva for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor and branch networks in the industry.

Ryan Nathan is a financial advisor with Edward Jones in Castle Rock, CO, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including 10 years with Edward Jones since 2016. 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 maintains a large network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

Rachel Goodman is a financial advisor with Edward Jones in Castle Pines, Colorado, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked in real estate with several Sotheby’s brokerages and other firms from 2017 to 2024. Outside of finance, she occasionally engages in light acting and modeling for lifestyle and hotel property photography through a talent agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large national network of advisors and branch offices.

Scott Milani is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds their expectations. Scott emphasizes the benefits of doing business at Fidelity, including access to a trusted brand and advanced technology. Prior to joining Fidelity, Scott served as a Regional Director at TD Ameritrade from 2014 to 2021. His experience encompasses leadership roles within the financial services industry, focusing on team management and client service. Outside of his professional responsibilities, Scott enjoys family activities, fitness, outdoor adventures, and traveling.

Kathryn Carabello is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. Based in Castle Rock, CO, she provides wealth management services through a firm that serves both individual and institutional clients. Edward Jones is a full-service wealth management firm managing approximately $1.01 trillion in assets, serving over four million clients through a network of roughly 23,701 advisors and 15,121 branches nationwide. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Salena Winter is a financial advisor with Edward Jones in Castle Rock, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 financial advisors. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains affiliated capabilities including a trust company and proprietary funds.

Kyle Smith is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity since 2016, progressing through roles including Financial Consultant, Planning Consultant, Relationship Manager, Central Relationship Manager, Investment Solutions Representative, and Financial Representative, Full Trader. Kyle's professional experience encompasses financial consulting and investment planning, focusing on retirement planning and customized investment strategies tailored to clients' goals for growth, income, and protection. He emphasizes providing education and motivation to help clients make informed decisions regarding their financial accounts. Outside of his professional role, Kyle's personal interests include camping, fishing, football, outdoor adventures, parenthood, and traveling.

Jonathan Rogers Peckham is a financial advisor with Primerica Advisors in Castle Rock, CO, holding a Series 65 designation and two years of industry experience. He has been with Primerica Advisors since 2023 and is also the owner of nSuite Consulting, a non-investment-related business. Peckham’s background includes roles at Primerica Financial Services and Genuine Parts Company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Amy Stevenson is a financial advisor with Primerica Advisors in Castle Rock, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services since 2017, as well as earlier employment at TJ Maxx and Domino's. She is also involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Mark Weiss is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 20 years before joining Cambridge in 2019. Weiss is also involved in entrepreneurial ventures, including ownership of Wolf Creek Capital and part ownership of an LLC holding a franchise. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, delivering both discretionary and non-discretionary investment strategies across multiple platforms.

Roy Straub is a financial advisor with LPL Financial in Castle Rock, CO, holding CFP® and Series 63 licenses and bringing 45 years of industry experience. He has been with LPL Financial since 2020 and previously worked 12 years at Securities America Advisors, Inc. and Securities America, Inc. He also operates Straub Financial Inc., a firm he founded in 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Christopher Elpers is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab Premier Bank, and Wells Fargo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and centralized operational support.

Yon Kim is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab and its related entities for over two decades. He is based in Castle Rock, Colorado. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and municipal advisory services.

Samantha Cohen is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her career includes roles at Wells Fargo and various Charles Schwab entities since 2010. She is currently based in Castle Rock, CO. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory infrastructure.

Brian Arietti is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at various Fidelity entities since 2016, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity's Strategic Advisers LLC, where he is affiliated, offers investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it also holds a unique position as a registered commodity pool operator with advisory roles to multiple registered investment companies.