Brandon Lee is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He partners with clients to clarify their financial priorities and develop strategies for retirement preparation and confident investing. Prior to this, he held several positions at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2023-2025), and Financial Representative (2022-2023). Before joining Fidelity, Brandon worked at TTCU Federal Credit Union where he served as a Mortgage Loan Originator from 2020 to 2022 and as a Branch Manager from 2018 to 2020. His experience spans investment consulting, financial planning, relationship management, mortgage lending, and branch operations. Outside of his professional career, Brandon has personal interests in comedy, family activities, museums, music, and parenthood.

Devin Kellenberger is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed at Enterprise Holdings for seven years. 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 and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Patrick Hill is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Denver, CO. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for the past 10 years and spent nine years at UBS Financial Services prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and a variety of investment solutions.

Nicholas Harris is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan in various capacities since 2015. Outside of his advisory role, he serves on the Finance Committee of Good Shepherd Catholic Church in Denver. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by centralized due diligence and ESG eligibility processes.

Kiley Haberstroh is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Based in Denver, CO, Kiley has been with Fidelity since 2025, following brief roles at several other firms and completing ten years of education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jason Gocke is a CFP® professional with 18 years of industry experience, all of which have been with Edward Jones since 2008. He holds a Series 66 designation and is based in Thornton, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Kate Palmer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and INV3RT. Outside of her advisory work, she serves as a board member of the Porsche Club of America’s Rocky Mountain Region. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support clients’ financial goals and offers a broad range of investment and planning solutions.

Angella Wright is a Series 66-credentialed financial advisor with Morgan Stanley in Denver, Colorado, and has 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services through its extensive platform.

Kyle Zeller is a financial advisor with Morgan Stanley based in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, he has held positions at several firms and organizations including Eccentric Stone and the University of Colorado. Outside of his advisory work, he is also a musician and DJ operating under the name Emerald Wells. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning services.

Robert Malone is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated firms since 2015. Outside of his advisory role, he is an independent associate for a natural food supplements company, UnivEra. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various retirement services, supported by a large network of advisors and multiple program structures.

Michael Gray is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2010. 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 investment guidance and access to discretionary separately managed accounts, providing clients with a range of multi-asset model portfolios and an integrated platform for advisory, brokerage, custody, and cash-sweep services.

James Shields is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He previously worked at Towle & Co for 13 years before joining J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Shields Advisory LLC in 2026. He holds the Series 66 designation. 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 manager due diligence and applies an ESG eligibility framework in its investment recommendations.

Robyn Carlson is a Financial Consultant currently working with Fidelity Investments since 2024. She collaborates with individuals and families to co-create and implement comprehensive financial plans tailored to different life stages. Robyn's professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024, and as a Financial Advisor Associate at Bankoh Advisors from 2019 to 2022. Her expertise encompasses guiding clients through financial planning to work towards financial freedom. Outside of her professional role, Robyn engages in interests such as art, cooking and baking, fitness, hiking, painting, and volunteering.

Ricardo Ortega is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2020. Prior to his career in finance, his experience includes roles in retail and university settings. 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 in its investment recommendations.

James Kanai is a financial advisor with J.P. Morgan Securities in Louisville, Colorado. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Connor Van Keuren is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to understand their personal and financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes collaboration and continuous communication to identify strategies for ongoing improvement of these plans. Prior to his current position, Connor held roles at Fidelity Investments including Regional Investment Consultant from 2016 to 2020 and Investment Solutions Representative from 2014 to 2016. These positions have contributed to his experience and expertise in financial consulting and investment solutions. Outside of his professional work, Connor has interests that include family activities, fitness, food, football, golf, and parenthood.

Anita Molacek is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with PFSI Investments Inc. and Primerica Financial Services since 2017 and previously operated a cleaning business, C.R.S. Cleaning, LLC. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model, offering multiple investment approaches implemented in partnership with BNY Mellon Advisors.

Jason Varasteh is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2025 and has prior work experience in the healthcare and technology sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and offers discretionary and non-discretionary advisory services.

Andrew Forzley is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Transamerica Capital Inc. and OppenheimerFunds. Outside of his advisory career, he has been involved with the Fort Collins Thanksgiving Day Run. Charles Schwab & Co., Inc. serves a large client base, 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, providing investment guidance through multi-asset model portfolios and comprehensive due diligence.