RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.

Alexander Savinar is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Savinar serves as Treasurer and a member of the Board of Directors for CASA, a nonprofit supporting children in the juvenile court system. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets solutions through its platform.

Geoffrey Meyer is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2013. Meyer serves on the Board of Trustees for Crossroads Church, overseeing financial matters and reporting. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Edward Douglass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Transamerica Capital Inc. He serves as a board member and finance committee member for The Park People, a community organization focused on planting trees and improving parks in Denver. 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 integrating an ESG eligibility framework in its investment recommendations.

Erin Stockmyer is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors, she worked in various roles including at Regis University and Red Rocks Community College, as well as a position with American Heat Cool LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model that includes both advisory and brokerage channels to implement client recommendations.

Courtney Feemster is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, Heirloom Wealth Management, and Charles Schwab. Outside of finance, she has been involved with GB Fish & Chips 2 Inc, a business venture. Charles Schwab & Co., Inc. serves a large client base 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 advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational structures.

Adam Fullmer is a CFP® with 10 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has been since 2019. His prior roles include positions at Mercer Global Advisors Inc., Cambridge Investment Research Advisors, Wealth Advocates, and Yellowstone Partners, LLC. Wells Fargo Advisors is a national securities firm that provides 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Zachary Altman is a financial advisor with Cetera in Denver, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fortune Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales through various companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Paul Campbell is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Baker & Hostetler LLP from 2018 to 2022 and at Pillsbury Winthrop Shaw Pittman LLP from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Joseph Halpin is a CFP® professional with 12 years of industry experience, all of which has been with Edward Jones since 2014. He holds the Series 66 designation and is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and other investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Travis Loock is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Loock is a 50% co-owner of an optometry office, Loock Perfect Image Eyecare, in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and services through a nationwide network of financial advisors.

Andy Weinberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant and Investment Consultant. Prior to that, he worked at Charles Schwab from 2007 to 2013, serving as Registered Representative, Investment Consultant, and Financial Consultant. He holds a California Insurance License, supporting his professional activities in financial consulting and planning. Andy emphasizes the importance of individualized financial planning, viewing it as an ongoing journey tailored to each client's unique circumstances. Outside of his professional work, Andy enjoys golf, puzzles, skiing, soccer, theater, and traveling.

Jonathan Bobo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to his financial career, he held brief positions in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing a range of investment products including multi-manager and fund-of-funds structures.

David Graehler is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Merrill, JPMorgan Chase, and GutCheck, a Toluna Company. He serves as treasurer for Developing Nepal, a nonprofit organization. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christian Ofner is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2013. In addition to his advisory role, he serves on the board of directors for the Women's Energy Network and the Women's Energy Network Foundation, which focus on energy advocacy and supporting local chapters. He is also involved in promoting skincare products through RODAN + FIELDS. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both internal and third-party investment managers.

Isabella Bright is a CFP®-credentialed financial advisor with two years of industry experience, currently affiliated with Cetera. Before entering financial services, she spent 18 years at The University of Alabama and 14 years with Jefferson County Schools. She is a partner and financial professional at Premier Financial Benefits LLC, a financial services business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, using a multi-manager platform with access to a range of proprietary and third-party investment strategies.

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Lauren Husney is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. 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 an ESG eligibility framework to deliver customized investment advice.