Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Lucas Benjamin is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles spanning construction and engineering companies, as well as a position at Colorado State University. Outside of his advisory role, Benjamin is the owner of a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Adam Wise is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its investment recommendations.

Robert Weaver is a Vice President Financial Consultant at Fidelity Investments, where he currently assists clients with their financial planning needs. His role involves supporting clients and their families by helping them understand their financial options and aligning strategies with their specific goals. Robert has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of investment and retirement solutions. Outside of his professional responsibilities, Robert's personal interests include family activities, golf, outdoor adventures, parenthood, skiing, and traveling.

Sean Fischer is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at US Bancorp Investments Inc and BOK Financial Securities Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and a centralized due diligence process to support customized investment strategies.

Kevin McGraw is a financial advisor at LPL Enterprise with ChFC® and Series 66 credentials and four years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at Charles Schwab and Schwab Bank among other roles. Outside of finance, he is active as an artist and musician through his ongoing work with Photos by McGraw. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Holly Pronze is Vice President, Wealth Planner at Fidelity Investments, where she partners with High Net Worth families to develop and implement personalized retirement plans. She focuses on working collaboratively through detailed planning conversations and professional tools to help clients work toward their future goals and dreams. Her career at Fidelity Investments spans over two decades, beginning as a Relationship Manager in 2000 and progressing through roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Financial Consultant before assuming her current position in 2018. This extensive experience has provided her with a deep understanding of wealth planning and financial consulting. Outside of her professional role, Holly enjoys activities such as spending time at the beach, family activities, golf, lake outings, running, and skiing.

Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. 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 uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Sarah Alarcon is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Raymond James & Associates and various educational organizations. Outside of her advisory work, she is involved with a nonprofit organization in Denver and operates a pet sitting business. 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.

Jack Derby III is a CFP® and CFA® with 28 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has worked there since 2008. He also serves as an independent insurance agent and president of Derby Financial Group, a role he has held since 1995. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Jace Montera is a financial advisor with Edward Jones in Lakewood, CO. He holds the Series 66 designation and has two years of industry experience, including prior roles at AllHealth Network and SP Plus Corporation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branches, operating under a fiduciary standard.

Edward Lee is a financial advisor with LPL Financial based in Denver, CO, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. His prior roles include positions at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party strategies.

Kyle Pape is an Executive Planning Consultant at Fidelity Investments, specializing in assisting clients with their employer benefits and personal accounts through comprehensive financial planning. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits Planning Consultant, Relationship Manager in Portfolio Advisory Services, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Kyle holds a California Insurance License which supports his work in providing financial advice and planning. His approach focuses on building strong client relationships based on reliability, competency, and compassion, emphasizing the importance of financial security as a component of personal wellbeing. Outside of his professional role, Kyle enjoys activities such as board games, cooking and baking, fitness, movies, visiting museums, and traveling.

Michael Crespin is a financial advisor at Fidelity with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Fidelity, he worked at Jackson National Life Distributors LLC and National Planning Holdings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 31 years of industry experience. He worked at various Morgan Stanley entities from 1999 to 2014 before joining Wells Fargo Clearing in 2016. Jaensen serves on the investment committee of the Puksta Foundation, participating in meetings and providing updates on asset allocation. 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 Wells Fargo Investment Institute with third-party analytics to support its investment approach, offering both brokerage and advisory solutions across a broad client base.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.

Mihailo Ostojic is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, offering services primarily in an advisory capacity.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Raymond James, Stewart worked at firms including Allstate Financial Advisors and Thrivent Financial. He owns an independent insurance agency, The Stewart Agency, LLC, where he sells personal and commercial lines insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and sponsors various advisory programs across a large network of advisors.

Peter Fine is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Ameriprise Financial. In addition to his advisory role, he consults on business strategy for Northwestern Specialists in Plastic Surgery, a medical spa and plastic surgery office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.