Lynette Twedt is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63, Series 66, and Series 65 designations and has been with various Fidelity entities since 2014. 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 offers discretionary and non-discretionary management, fund advisory, and model portfolios, with distinctive features including CFTC registration and the use of AI in research.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Christopher Toney is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and was previously with Public Trust Advisors from 2013 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jay Santangelo is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is involved in several business ventures including ownership and management of commercial real estate and mixed-use properties in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs and portfolio management services that integrate both in-house and third-party investment resources.

Olivia Freeman is a Series 66-registered financial advisor at Edward Jones with five years of industry experience. She has worked primarily at Edward Jones since 2018, with prior experience that includes roles at Jenkins & Kling PC and Cope Plastics Inc. Outside of her advisory work, she has worked as a server at The Fabulous Fox Theater in St. Louis. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Sasha Tollensdorf is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Scott Taylor is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he has worked part-time in retail sales at American Eagle Outfitters and The Buckle. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Tyler Izykowski is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique stories and goals to co-create personalized financial plans, identify opportunities for strengthening them, and adjust strategies as clients' lives evolve. His approach aims to build long-term, multi-generational relationships based on proactive guidance, clear communication, and trust. Tyler has experience in various financial consulting roles, including Benefits & Planning Consultant at Fidelity Investments from 2022 to 2024, Workplace Planning Consultant at Fidelity Investments from 2021 to 2022, and Financial Professional at Equitable Advisors from 2020 to 2021. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Tyler enjoys biking, camping, cooking and baking, golf, reading, and traveling.

Kyle Pritchard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2024. Prior to joining Fidelity, his work history includes various self-employed roles and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Max Gollobin is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Brown Brothers Harriman before joining J.P. Morgan in 2018. Outside of his advisory work, he serves as board treasurer for Prospect Street Writers House, a nonprofit that provides housing and support to aspiring writers. J.P. Morgan Securities LLC offers 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 guide investment recommendations.

Susan Winter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at SVB Financial Group and First Citizens Banc Shares, Inc. Her current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank in Denver, CO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a larger organization that includes broker-dealer and banking activities.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Koch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Management and Tyler Holden. Outside of advising, he holds an insurance agent license and is involved in placing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs with a broad advisor network.

Parker Patierno is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Amazon, Continental Disc Corporation, and KONG Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without implementation of recommendations. The firm’s approach combines holistic, goal-based analyses with options for integrating planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Ameriprise and Cetera Advisor Networks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Brooke Phillips is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing six years of industry experience. Her career includes two separate terms at Morgan Stanley totaling eight years, as well as roles at The Vermont Economic Development Authority and KW Closings, LLC. She also has a background with The University of Vermont. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including estate planning and customized financial strategies.