Dakota Coombes is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His work history includes roles at Fidelity Brokerage Services LLC and Fidelity Investments, as well as earlier positions at AXA Advisors and involvement with Colorado State University-Pueblo. 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 manages model portfolios composed of mutual funds, ETFs, and ETPs, and serves roles including commodity pool operator registration and advisory services to multiple registered investment companies.

Judson Just is a financial advisor at Charles Schwab with 21 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Charles Schwab in 2017, he worked at 1492 Capital Management, LLC from 2015 to 2017. 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 management with multi-asset model portfolios and alternative investment options.

Kevin Mccann is a financial advisor with Fidelity, holding a Series 66 designation and 15 years of industry experience. He has been with Fidelity Investments since 2014 and has worked across different divisions within the firm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, with a focus on combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks.

David Moritz is a financial advisor with Ameriprise in Parker, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns Mile Hi Badger Consulting, Inc., an S corporation established to manage his practice operations. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports through a centralized consulting team.

Brianna Mathis is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She initially joined Fidelity in 2020 as a Financial Consultant and has experience in providing customized financial planning to clients. Prior to her current position, Ms. Mathis held several roles at Charles Schwab from 2017 to 2020, including Vice President and Financial Consultant, Manager of Branch Support, Senior Specialist, and Registered Brokerage Service Representative. Her career has encompassed various aspects of financial services and client support. Outside of her professional work, Brianna Mathis has interests in bowling, cooking and baking, hiking, parenthood, pets, and traveling.

Wayne Verity is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized retirement-income consulting team.

Scott Carmody is a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he gained experience at Fidelity Investments in various positions including Investment Management Consultant 2, Client Management Representative, and Investment Solutions Representative between 2019 and 2023. His earlier career includes roles as an Internal Wholesaler at Black Creek Group and Jackson National from 2010 to 2018. Scott focuses on developing financial plans collaboratively with his clients, addressing both their concerns and financial goals. He aims to create plans that meet both short- and long-term needs for clients and their families. He approaches his client relationships with a perspective of trust and treats each client as if they were a family member.

Darius Releford is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and First Security Bank Trust & Co. Outside of finance, he coaches track and field for 6th-12th grade students at Kent Denver School. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management services.

Walter Johnson is a CERTIFIED FINANCIAL PLANNER™ professional with 16 years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has held various roles since 2018, including positions at Charles Schwab Trust Bank and Charles Schwab Investment Advisory, Inc. Prior to Schwab, he worked at OppenheimerFunds Distributor, Inc. from 2016 to 2018. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Brian Finlayson is a financial advisor at LPL Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Thrivent Financial and Oppenheimerfunds Distribution Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives, offering a range of advisory programs and services including financial planning, retirement plan consulting, and brokerage services.

Tracy Morasco is a financial advisor at Ameriprise with 30 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise and its affiliates since 2005. Outside of her advisory work, she has been involved with Pets Maa since 1998. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for clients with significant investable assets. Its approach includes detailed, research-driven recommendations that integrate tax efficiency and Social Security strategies, supported by centralized consulting and algorithmic tools.

Kyle Black is the Vice President, Wealth Planner at Fidelity Investments. In this role, he facilitates relationships between Fidelity and high net worth families to support their financial goals. Kyle has been with Fidelity Investments since 2015, progressing from Financial Consultant to Vice President, Financial Consultant, and currently Vice President, Wealth Planner. Prior to joining Fidelity, he worked at Charles Schwab as a High Net Worth Broker and Mutual Fund Clearing Specialist, and earlier as a Credit Risk Analyst at Clayton Holdings LLC.

Aaron Haley is a CFP® professional with 27 years of experience in financial advisory roles. He is currently with Edelman Financial Engines and has previously worked at firms including Schwab Private Client Investment Advisory, Charles Schwab, and USAA Financial Planning Services. In addition to his advisory work, Haley serves as a non-public arbitrator on FINRA's arbitration panels. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online platforms.

David Long is the Vice President and Branch Leader at Fidelity Investments, where he has served since 2023. In this role, he leads and coaches Wealth Management Teams serving the Denver Metro area. Prior to his current position, he held roles at Fidelity Investments including Financial Consultant from 2019 to 2022. Before joining Fidelity, David worked at OppenheimerFunds in various capacities such as Internal Sales Manager, Sales Trainer, and Regional Sales Representative between 2009 and 2019. Outside of work, David spends time with his wife, daughter, and son.

Jeffrey Cannella is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Royal Alliance Associates for 16 years. Outside of his advisory role, he serves as a trustee for the Knights of Columbus, a charitable nonprofit organization, and works as a school bus driver for the Elizabeth School District. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and offering access to third-party money managers and a range of investment options including stocks, bonds, mutual funds, and alternative investments.

Mark Renshaw is a financial advisor with LPL Financial in Parker, CO, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Woodbury Financial Services, OSAIC, and Suncor Energy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a diverse range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Shane Smith is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several Schwab entities since 2018, as well as at Transamerica Capital and Oppenheimerfunds Distributor earlier in his career. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its integrated structure and scale, supporting hundreds of thousands of clients with a range of advisory, brokerage, custody, and financial planning services.

Sylvia Debowski is a financial advisor with Raymond James & Associates holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and UBS Financial Services. She has been with Raymond James & Associates since 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Robert Reiman is a CFP® professional affiliated with Edward Jones in Elizabeth, Colorado, with 14 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Gregory Scott is a financial advisor with LPL Financial based in Centennial, CO, holding Series 63 and Series 66 licenses and with 41 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he has been involved as a coach at Greenwood Athletic Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from internal and third-party sources.