Owen Weber is a Series 66-licensed financial advisor with Fidelity in Lakewood, CO, bringing three years of industry experience. He has been with Fidelity Investments since 2022. 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 across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles for multiple registered investment companies.

Jason Hollander is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank NA since 2017. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Jonathan Kanaber serves as a Wealth Management Advisor with the Kanaber Oyer Group at Merrill Lynch Wealth Management in Denver, Colorado. In this role, he focuses on providing tailored financial strategies to clients and their families, helping them pursue both short- and long-term financial goals. His client base includes multi-generational families, health care professionals, attorneys, and executives, with services encompassing trust and family planning, investment guidance, retirement preparation, and education planning. Before joining Merrill Lynch Wealth Management in 2016, Jonathan worked as a Mechanical Design Engineer, a background that provides him with significant experience in analyzing client needs to develop customized strategies. He holds both a Bachelor’s and a Master’s Degree in Mechanical Engineering from the University of Colorado System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. Jonathan collaborates closely with his team and utilizes the resources of Merrill Lynch and Bank of America to offer a comprehensive range of financial tools and services. Outside of his professional responsibilities, Jonathan is involved in community organizations such as the Arapahoe Rescue Patrol and Junior Achievement Rocky Mountain. He enjoys spending time with his wife and children, participating in activities like hiking, running, camping, chess, football, ice hockey, and reading.

Stephen Maloney is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized offerings such as an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Skyler Pinto is a financial advisor with Cetera, holding a Series 66 designation and based in Denver, CO. He has been with Cetera and its affiliated entities since 2024, with additional experience at RemoteLink Solutions and Gravity Heights. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a wide range of program options and investment strategies.

Mandi Renzetti is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support its investment approach and offers a range of financial products through affiliated entities.

Erik Hernandez Ramos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo firms since 2007. Outside of his advisory role, he manages a rental property in Avon, Colorado. 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 combines research from its investment institute and third-party sources to support its investment approach, offering both brokerage and advisory solutions.

Zachary Davis is a financial advisor at Merrill with Series 63 and Series 66 licenses and five years of industry experience. His prior firms include Bank of America, Charles Schwab & Co., Inc., and E*Trade. He has also worked in non-financial roles at King Soopers and the YMCA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Brian Harder is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cetera in Denver, CO. His prior roles include positions at Avantax Advisory Services, COUNTRY Capital Management Company, Dunham & Associates Investment Counsel, and Dividend Capital Securities. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services across multiple program structures.

Matthew Voell is a financial advisor at Fisher Investments with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Human Interest and Personal Capital Advisors Corporation. Outside of his advisory role, he is a partner in T&M Ventures, LLC, a real estate holding company. Fisher Investments serves a global client base that includes institutional investors and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware strategies and risk management techniques.

Blaize Kreuger is an Investment Consultant at Fidelity Investments, a role held since 2026. Blaize focuses on collaborating with clients to develop financial plans tailored to their specific needs and goals. Blake's work emphasizes enabling clients to take control of their financial futures through personalized strategies. Blaize has been with Fidelity Investments since 2022, progressing through roles including Financial Representative from 2022 to 2024, Workplace Planning Consultant from 2024 to 2025, and Planning Consultant from 2025 to 2026. This experience has provided Blaize with a broad understanding of financial planning and investment consulting. Outside of their professional responsibilities, Blaize engages in activities such as fitness, social events, golf, reading, traveling, and volunteering.

Quinston Daugherty is a Series 66 designated financial advisor at Wells Fargo Clearing with seven years of industry experience. Prior to joining Wells Fargo in 2023, he worked at MWA Financial Services Inc and held roles including contract consulting and residential property appraisal in Littleton, CO. Outside of financial advising, he has experience as a contract appraiser providing legal descriptions and market data for residential properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Zivicky is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, he was with JPMorgan Chase Bank NA and JP Morgan Securities Inc for 17 years. Outside of his advisory role, he is a partner in 10110 LLC, a consulting business based in Denver. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and specialized estate planning groups.

Brian Roskamp is a financial advisor with Ameriprise in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at TIAA-CREF and the University of Missouri International Trade Center. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and algorithmic tools.

Christopher Thomas is a financial advisor at Ameriprise with six years of industry experience and holds a Series 66 designation. His work history includes various roles prior to joining Ameriprise in 2020. He is also a co-owner of YGB Operations LLC, a non-investment-related business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and employs a collaborative, non-discretionary approach supported by internal research and third-party analysis.

Constantine Leonida is a financial advisor with LPL Financial based in Lakewood, CO, holding a Series 63 designation and 40 years of industry experience. He has worked at multiple firms including Securities America and CTL Financial Group, where he spent over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Amy Knapp is a CFP®-credentialed financial advisor at Ameriprise with 31 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has business interests connected to an eyecare practice co-owned with her husband, who is an optometrist. Ameriprise is a large institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Matthew Forrest is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AE Wealth Management, Madison Avenue Securities, and Edward Jones. Forrest is also involved with Ltcpro LLC, a company focused on federal benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to support clients approaching or in retirement.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.