Sean Barrett is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Fidelity Brokerage Services LLC since 2015. Barrett is based in Greenwood Village, Colorado. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles to registered investment companies, and integration of AI in research processes.

Martin Keithline is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, he worked at iLending for three years and AT&T for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with oversight of affiliated and unaffiliated sub-advisers.

R. J. Krier is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the company in 1998 and has accumulated 28 years of experience, serving in various roles during his tenure. R. J. adheres to the principle articulated by Charles E. Merrill, the company's founder, emphasizing that the interests of customers must come first. He holds a Bachelor's degree in Business Administration from Catawba College and earned a Master of Business Administration (MBA) from Wake Forest University. R. J. has also earned professional designations including the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional career, R. J. resides in Parker, Colorado with his wife Katie and their four children. He is involved in community activities such as Junior Achievement USA and Habitat for Humanity.

Daniel Hayden is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at The Control Room and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, while serving multiple registered investment companies and delivering model portfolios to intermediary platforms.

Shaun Seales is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has previously worked at Farmers Financial Solutions, Farmers Insurance, Lincoln Financial, Athene, VOYA Financial, and Crossroads Capital. Seales serves as president of the Heritage Hills Metro District Board, a non-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing research from LPL Research and third-party subadvisors, and provides discretionary and non-discretionary management options.

John Klaasen IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Klaasen is based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Tony Wittrock is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Legacy Private Wealth Partners. He is also involved with Wayfinder Financial Services in Greenwood Village, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains notable capabilities in municipal and public finance.

Lucas Budde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in diverse fields including hospitality and logistics. He has worked with Comedy Works and Men in Kilts, among other roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Hunter Poitras is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. He has held multiple roles within Fidelity since 2021 and has operated a YouTube channel and worked as an Amazon affiliate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Ringquist is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Kevin Winland is a CFA® charterholder with 12 years of industry experience. He has worked at Goldman Sachs from 2013 to 2024 and joined Fidelity in 2024. Outside of his financial career, he has been involved in artwork framing and furniture restoration businesses that are currently in the process of dissolution. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves as an advisor to various registered investment companies and fund-of-funds.

Christopher Polk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously with Connecticut Mutual Life Insurance Company. Outside of his advisory role, Polk is involved in independent insurance sales and real estate property management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bradley Rothhammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of advising, Rothhammer serves as president of a company involved in the sales and service of insurance products and holds leadership roles in nonprofit organizations focused on fundraising for hospice care, cancer research, and programs supporting inner-city youth in the construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment products, supporting both discretionary and non-discretionary account management.

Tanner Pressel is a financial advisor at Fidelity with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Cambridge Investment Research, Paladin Financial Services, and Buffalo Wild Wings. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

John Champion is a financial advisor at Fidelity with one year of industry experience. He previously held roles at Dish and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Dennis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries including event staffing, logistics, and technology. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves a diverse client base including registered investment companies and operates with oversight controls to address conflicts of interest.

Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.

Megan Gilkerson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she is a member of the Stonger Gilkerson Group. She specializes in client relationship management, financial planning, and business development, providing ongoing communications to support a comprehensive, client-focused service experience. Megan's work focuses on areas such as education planning, family wealth management strategies, liquidity management, retirement income planning, and both individual and corporate investment strategy. Megan joined Merrill Lynch in March 2017 and holds the Personal Investment Advisor (PIA) designation. She earned her bachelor's degree in Business Marketing from Colorado State University in 2008. Megan’s professional affiliations include membership in Beta Gamma Sigma, the International Honor Society Recognizing Business Excellence, and the Junior League of Denver. Outside of her financial advisory role, Megan is actively involved in her community through Mission Hills Church and engages in dance education and performing arts enrichment. She also enjoys a range of personal interests, including cooking, hiking, skiing, yoga, and spending time with her family in Colorado.

Jeffrey Wren is a financial advisor with LPL Financial in Littleton, Colorado, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. His prior roles include positions at Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of his advisory work, he operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management options supported by in-house and third-party research.