Courtney Bloom is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She develops customized financial plans for families, focusing on addressing both current needs and future life events. Prior to her current role, she held positions at Fidelity Investments including Planning Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. Throughout her tenure at Fidelity Investments, Courtney has gained experience in financial planning and client relationship management. She collaborates with clients to create tailored strategies that align with their financial goals. Outside of her professional work, Courtney enjoys family activities, fitness, outdoor adventures, and skiing.

Christopher Givin is a Planning Consultant at Fidelity Investments, where he assists individuals and families in creating, implementing, and monitoring financial plans. He emphasizes the importance of client confidence in their financial plans to help them work toward their financial goals. Prior to his current role, Christopher served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Outside of his professional work, Christopher has personal interests that include baseball, fitness, hiking, music, and tennis.

Jerry Turner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Turner is also the owner of MainStay Advisors, LLC and MainStay Advisors Exit Planning, where he focuses on business exit planning through a structured five-step process. Additionally, he manages a valuation assessment tool under Quist Insights. 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, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and modeling tools to support investment decision-making.

Brandon Harper is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Gossett is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes extended tenures at Avantax Insurance Agency and Avantax Advisory Services, as well as roles in trust management and tax preparation through various family and personal business entities. He serves as a paid trustee providing trust services including accounting and oversight of investment advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services through a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.

Julie Mccorkel is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, supported by algorithmic automation overseen by a dedicated consulting team.

Amit Shrestha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Sikora is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at W.J. Doyle and has experience in diverse roles including delivery driving for DoorDash. Sikora also provides financial planning and consulting services through Bighorn Wealth Management, an independent registered investment advisor. 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 and financial planning services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Spangler is a financial advisor at Cetera with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Cetera Wealth Services, LLC since 2013 and Cetera Investment Advisers, LLC since 2025. Outside of her advisory role, she volunteers at her child’s school providing library assistance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Commercial Federal Bank, and Waddell & Reed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Bruce Dibiase is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Amy Rosenberg is a financial advisor at Edward Jones in Westminster, CO, holding a Series 63 designation with 14 years of industry experience. She previously worked at TIAA and Tiaa from 2016 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. 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 provides both brokerage and advisory solutions.

Samantha Favis is a financial advisor at Morgan Stanley with 16 years of industry experience. She has worked at Morgan Stanley and its affiliates since 2017 and previously held roles at First Republic Securities Company and First Republic Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and modeling tools, and manages approximately $2.74 trillion in client assets.

Andrew Haagensen is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2025, he worked at Fidelity Investments from 2023 to 2025. His background also includes experience in education and various non-financial roles. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios supported by centralized operational and supervisory arrangements.

Christopher Martin is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses and is based in Erie, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.