Carol Delong is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Denver Public Schools. Outside of her advisory role, she serves as Membership Chair on the Board of Directors for the Rotary Club of Five Points RiNo in Denver. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a focus on retirement-income planning for individuals meeting specific asset criteria. The firm’s retirement-income service uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations in partnership with its advisors.

Eric Srodulski is a financial advisor with Edward Jones in Denver, Colorado, holding a Series 66 designation and possessing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is a co-owner of a rental property in Denver. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Cynthia Hansen is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services. Outside of her advisory role, she advises her daughters on their baby bag business, LENA by Cassandra, LLC, and participates on a committee at the Colorado Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates both in-house and third-party managers.

Elizabeth Barefoot is a financial advisor at Ameriprise with three years of industry experience. She previously worked at Hartmann Financial Advisors and spent seven years at Nordstrom before transitioning to financial services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Casey is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support client goals.

Zachary Southcott is a Financial Consultant at Fidelity Investments, where he assists clients in navigating life events through holistic financial planning. He has held various roles within Fidelity Investments since 2021, including Benefits & Planning Consultant, Investment Solutions Representative, 529 College Planning Specialist, Retirement Representative, and Customer Relationship Advocate. Prior to joining Fidelity, Zachary gained experience as a Retail Banking Intern at KeyBank in 2020. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in food, running, skiing, and tennis.

Carah Mcauliff is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Her prior experience includes roles at Northwestern Mutual, Centura Health, Vera Bradley, and the University of Denver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Josh Gableman is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before his current position starting in 2024. His professional experience centers on investment consulting and workplace planning. Josh holds an Arkansas Insurance License, supporting his work within the financial services sector. He focuses on collaborating with clients to develop personalized financial plans tailored to their individual goals and challenges, emphasizing trust and transparency in client relationships. Outside of his professional role, Josh's personal interests include biking, camping, hiking, running, swimming, and caring for pets.

Carol Lawson is a financial advisor with OSAIC in Denver, CO, holding a Series 66 credential and 22 years of industry experience. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors for nine years. Outside of her advisory role, Lawson manages LEAFY LAWSON, LLC, a business focused on selling and growing indoor plants online and at farmers markets. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, utilizing various portfolio construction tools and third‑party platforms.

Lauren O'Donnell is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of her advisory role, she is also a self-employed video game streamer based in Denver. 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 deliver model portfolios across a range of investment vehicles.

Ryan Leahey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and its related entities since 2012. Outside of his advisory work, he assists in managing his wife's at-home art studio and website, which sells fine art. 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 deliver model portfolios consisting of mutual funds, ETFs, and ETPs.

Brenton Jakins is a financial advisor at Fidelity with 4 years of industry experience. He holds the Series 66 designation and has served as CEO of Bento Creative, a cardboard packaging production company. Prior to joining Fidelity, his background includes roles in various companies and educational settings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Hyzny is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley Smith Barney LLC, and Pensco Trust Company. 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 manages approximately $671 billion in assets through a network of more than 14,000 advisors and combines brokerage and advisory solutions supported by in-house and third-party research.

Brian Vaught is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 credential and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Bank One. Outside of his advisory role, he is a silent investor and co-owner of Onyx and Amber by CBRC, LLC, a non-distilling whiskey company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Simon Barshay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Zynex Medical and several other companies before joining Fidelity. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including multi-manager and fund-of-funds structures.

Joseph Halpin is a CFP® professional with 12 years of industry experience, all of which has been with Edward Jones since 2014. He holds the Series 66 designation and is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and other investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Valeria Lopez is a financial advisor with Strategic Advisers, Inc., a Fidelity Investments company, where she has worked for 11 years. She holds Series 63 and Series 66 licenses. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Maria Solis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked in various organizations, including DoorDash and Denver Public Schools. Outside of her advisory work, she is also employed as a babysitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.