Marc Pasquariello Williams is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he operates a small tennis racquet stringing business and serves on the board of a nonprofit focused on early childhood education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with integrated financial planning and brokerage services.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.

Anita Wingfield is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC since 2013. Outside of her advisory work, she operates Choppy's Kraft Shack LLC, a small crafts business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs that utilize a blend of in-house and third-party investment resources.

Max Buhler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Concordia Capital and an internship at Brigham Young University during his studies there. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with involvement in model portfolio delivery and fund governance.

Ronald Charles Kemp is a financial advisor with UBS Financial Services in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Dylan Lenderink is a financial advisor with Wells Fargo Clearing in Brighton, CO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. He serves as treasurer for Cherry Creek Farm HOA in Greenwood Village, CO. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Darby Affeldt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Their background includes roles at Minnesota Life Insurance, Securian Financial Services, and North Star Consultants. Outside of advising, Affeldt is involved in wealth and wellness coaching focused on financial empowerment for women and serves on the advisory board of a nonprofit animal hospital working to expand veterinary services. Cetera Investment Advisers LLC is a large institutional firm that provides comprehensive portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform with access to affiliated and third-party managers.

Nicholas Wong is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Foothills Capital Management, Maxim Financial, and involvement in the restaurant industry with AOI Sushi and Izakaya and Sushi Zanmai. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without implementing recommendations directly. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Donnie Washington is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he assists individuals, families, and businesses in developing personalized investment strategies aimed at securing their financial futures. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Edward Jones from 2023 to 2024, and a Financial Representative at Northwestern Mutual in 2023. Throughout his career, Donnie has focused on understanding clients' unique goals, values, and risk tolerance to provide tailored financial guidance. He emphasizes a thoughtful and long-term approach to help clients navigate complex markets and make informed decisions aligned with their vision of success. Outside of his professional work, Donnie has interests in board games, social events with friends, golf, hiking, and spending time with pets.

Evan Paine is a Vice President and Financial Consultant at Fidelity Investments, based in the Broomfield, Colorado location. He works directly with clients to help identify their financial goals and develop plans to achieve them, utilizing a holistic approach to investing and planning. Evan has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Vice President Financial Consultant since 2016. He holds insurance licenses in Arkansas and California.

Luke Camper is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merck and Moog Inc. He has been affiliated with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering services such as the Ameriprise Premier Retirement Income service, which provides written retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Kevin Kennedy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He develops engagement strategies tailored to the unique planning needs of each client. Kevin has been with Fidelity Investments since 2022, progressing through several roles including Workplace Planning Consultant I, II, and III before assuming his current position in 2026. His experience encompasses various aspects of workplace planning and benefits consulting. Outside of his professional responsibilities, Kevin has interests that include cars, fishing, fitness, golf, outdoor adventures, and caring for pets.

Andrew Kenney is a financial advisor at Edward Jones with six years of industry experience. Before joining Edward Jones in 2025, he worked five years at John Hancock. His credentials include Series 63, 65, and 66 licenses. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Justin King is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016. 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 investment strategies.

Henry Zabarsky is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Zabarsky serves as a FINRA arbitration panelist and has created a religious product for sale, in addition to acting as a notary in Colorado. 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. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party providers.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Abigail Colburn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMORGAN Chase Bank, Phillips 66, and Walgreens. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Kopp is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors, among others. 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 and personalized financial planning that utilize structured discovery processes and advanced planning tools.

Andrew Lowery is a financial advisor at Wells Fargo Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in various positions primarily outside the financial sector, including at The North Face and Pearl Izumi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations delivered through meetings and written summaries.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.