Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Deanne Murphy is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and six years of industry experience. She has been with various Wells Fargo entities since 2014. Murphy serves as Treasurer and Finance Committee Member for The Friends of the Gardens on Spring Creek, where she oversees financial operations and reporting. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides both brokerage and advisory solutions.

Loc Nguyen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of advisors dedicated to serving the community through comprehensive financial planning. Prior to his current position, he served as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2022. Throughout his tenure at Fidelity Investments, Loc Nguyen has focused on helping individuals achieve their financial goals through personalized planning and consultation.

Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations. Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services. He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.

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.

Scott Milani is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds their expectations. Scott emphasizes the benefits of doing business at Fidelity, including access to a trusted brand and advanced technology. Prior to joining Fidelity, Scott served as a Regional Director at TD Ameritrade from 2014 to 2021. His experience encompasses leadership roles within the financial services industry, focusing on team management and client service. Outside of his professional responsibilities, Scott enjoys family activities, fitness, outdoor adventures, and traveling.

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, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory work, he serves as treasurer for the Cherry Creek Farm HOA in Greenwood Village, CO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Darby Affeldt is a financial professional at Cetera with 11 years of industry experience and holds Series 63 and Series 65 licenses. Prior to joining Cetera, Affeldt has worked in various roles including at Minnesota Life Insurance Company and Securian Financial Services, and currently operates Fortunelle Films, LLC as a partner and managing member. Affeldt is also involved as a paid speaker, an author, and serves on the advisory board of a nonprofit animal hospital in Colorado. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a comprehensive multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Matthew Magoon is a financial advisor at Fidelity with five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co, along with earlier positions outside finance in the hospitality and education sectors. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and oversight of affiliated sub-advisers.

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.

Krista Brown is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Brown serves as an advisory board member for a merchant cash advance company in Denver, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Breana King is a CFP®-certified financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing in Denver, CO. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

Benjamin Haynes is a financial advisor with Robert Baird & Co. in Denver, CO, holding Series 66 and Series 63 licenses and 18 years of industry experience. Prior to joining Robert Baird in 2025, he worked at TIAA-CREF and Tiaa from 2014 to 2025. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, with an investment approach that includes manager selection, tax management, and the use of internal research and artificial intelligence tools.

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.