Aaron Storiale is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was employed at Insur Group and King Soopers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Daniel Mozer is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Zions First National Bank/Vectra Bank Colorado and Bank of Colorado, and has prior experience with Raymond James Financial Services. Mozer also serves as a relationship manager for wealth and fiduciary services at ZB, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Broderick Robbins is a Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2023, he works with a range of private clients and institutional organizations, delivering disciplined financial guidance to help clients make informed decisions with clarity and confidence. Broderick provides expertise in areas such as retirement planning, business succession strategies, investment planning, concentrated stock management, workplace plan optimization, college education planning, divorce transition planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and personal retirement planning. He focuses on aligning complex financial elements into a cohesive framework to support clients' long-term financial goals. He holds a dual bachelor's degree in Economics and Finance from the University of Delaware and possesses professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Broderick participates in professional organizations such as the Cherry Creek Chamber of Commerce, Global Spine Outreach, Leadership Denver Program, and NuVasive Spine Foundation, and is involved in community initiatives including Global Spine Outreach, Helen Diller Vacation Home for Blind Children, and the NuVasive Spine Foundation.

Linda Bailey is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and also works with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miranda Ravin is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2019. Her prior experience includes roles at OppenheimerFunds, Distributor, Inc., and operating as a self-employed advisor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund 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.

David Rhode is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

William Simmermon is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Woodbury Financial Services and M Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Bryce Brandvold is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he was involved with Ocumulgee Brewpub and Chick-Fil-A. Fidelity’s Strategic Advisers LLC 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 portfolios, with oversight controls and a focus on addressing conflicts of interest.

Matthew Cloutier is a financial advisor with Osaic Wealth, Inc. in Littleton, Colorado, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His previous roles include nearly two decades at United/Mutual of Omaha and two years at Securities America Advisors. Cloutier also serves as a FINRA arbitrator and is a partner in an insurance sales business. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to manage a wide range of investment types on discretionary or non-discretionary bases.

Baron Schwaninger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Merrill and Charles Schwab & Co., Inc. Outside of his advisory role, he also works part-time as a food delivery driver in Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

William Larkin Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he has been a basketball official since 2010. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various asset classes.

John Giacobbe Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1991. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Michelle Conrardy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.

Stephen Branston is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs approaches such as Monte Carlo simulations to model financial outcomes.

Timothy Reid is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with firms including Lyft and Hedge Row. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of systematic methodologies and long-term asset allocation benchmarks.

Gregory Santora is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024. Before joining Fidelity Investments, Gregory worked as an Active Trader Specialist at Charles Schwab from 2019 to 2022. Gregory holds an Arkansas Insurance License, which supports his expertise in financial and insurance planning. He focuses on creating personalized financial plans by understanding clients' unique situations and emphasizing integrity and clear communication. Outside of his professional work, Gregory enjoys family activities and engages in sports such as football, skiing, and tennis. He is also a pet owner.

Daniel Golden is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience in renewable energy and telecommunications sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.