Dallas Grabow is a CFP® with 29 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked at the Credit Union of Colorado since 2009. His career includes involvement with an insurance agency and multiple investment centers under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gary Wheeler is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Robert Cox is a Financial Consultant currently working at Fidelity Investments since 2025. He has a background in financial advising and investment consulting within the financial services industry. Prior to his current role, Robert served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Senior Financial Advisor at Vanguard from 2021 to 2024. He also worked as an Investment Operations Specialist at Ronald Blue Trust between 2018 and 2021. Robert employs a collaborative and educational approach to partner with individuals and families in defining and constructing financial plans tailored to important life moments. His experience spans various roles that contribute to his expertise in financial planning and investment management. Outside of his professional career, Robert has personal interests that include baseball, comedy, golf, movies, pets, and reading.

Turner Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hantz Group and has diverse experience including roles at Stonewater Country Club and Fifth Wheel Freight. 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 team of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Heather Baker is a Series 66-registered financial advisor with Merrill in Denver, Colorado, with 27 years of industry experience. She has worked at Merrill since 1994. 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, and institutional investors.

Richard Hendry is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory services and employer-sponsored retirement plans.

Tyler Freeman is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has held multiple business roles, including ownership of Tyler Freeman LLC. Freeman is involved in community organizations such as Golden Orator Toastmasters and the Golden Rotary-Satellite club. 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. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Johnny Fenley is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, following roles at Blue Room Investment Advisors and Segall Bryant & Hamill. 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 multiple market-facing registrations and operates on a non-discretionary basis.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Kelley Carey is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at Allegiant Travel Company for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Nate Gelbach is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals, needs, and life events. In his role, he utilizes Fidelity's tools and resources to address clients' evolving financial requirements, emphasizing trust, communication, and education to help clients make informed financial decisions. Nate has been with Fidelity Investments since 2020, advancing through several roles including Procurement Intern, Portfolio Accounting Analyst Intern, Financial Representative, and currently Planning Consultant. This progression reflects his growing expertise in financial planning and client service within the firm. Outside of his professional responsibilities, Nate enjoys attending concerts and participating in outdoor activities such as golf, snowboarding, surfing, and swimming.

Don Davis Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and analytics, managing approximately $2.74 trillion in client assets.

Brendan Payne is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Delaware Life Insurance Company and Jackson National Life Distributors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Daniel Lewis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education roles including positions at the Saint Vrain Valley School District and San Diego Unified School District. He is also involved with Colorado CPR Pros. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jessica Yohn is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Charles Schwab and Chatham Financial. Outside of advising, she is co-owner of Sangre De Cristo Investments, LLC, a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining algorithmic tools and personalized recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tricia L. Graven is a financial advisor at UBS Financial Services in Denver, CO, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has previously worked at TIAA and Pershing, with over a decade at TIAA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans that align with clients’ goals and risk tolerances.

Kevin Chauvin is a financial advisor at UBS Financial Services with 13 years of industry experience. He has been with UBS since 2016 and holds the Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Tena Kautz is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, working in their Denver, CO office. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lydia Harvey is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2022 and previously spent six years with Raymond James and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customized portfolio management and financial planning services.

Matthew Pezel is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Charles Schwab since 1998 and also associated with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.