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.

William Noyce Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2013 and previously spent 20 years with ACE Irrigation Co. Noyce serves as president of the Colorado Sporting Clays Association, chairs the Tresana Townhomes Association landscape committee, and acts as a referee for shooting events with FITASC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brady Odom is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and previously worked in legal roles, including positions at Bob Leonard Law Group, PLLC, and Texas A&M University School of Law. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios across various asset classes.

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.

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.

Michael Mc Kinnis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2021 and has held roles with Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies since 2016. He acts as a financial power of attorney for family members. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

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.

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.

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.

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.

Joshua Langdon is a financial advisor with Edward Jones in Centennial, CO, holding the CFP® and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns and manages residential rental properties in Colorado through the use of a property manager. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Richard Lerner is a CFP® certified financial advisor with Raymond James Financial, where he has worked for 17 years. He has 37 years of industry experience and has also owned Lerner Financial LLC since 2007. Outside of his advisory role, he serves as co-trustee and power of attorney for family trust and estate responsibilities and is an agent affiliated with a long-term care insurance brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm utilizes tailored, analytical approaches and supports advisory programs alongside institutional consulting and portfolio management.

Derek Chandler is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held positions as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, all within Fidelity Investments. His professional experience also includes a five-year tenure as a Senior Relationship Manager at Bank of America from 2017 to 2022. Derek's approach focuses on understanding his clients' financial plans comprehensively, collaborating with them to co-create and implement strategies aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California, supporting his capacity to serve clients in these areas. Outside of his professional life, Derek is engaged in family activities and enjoys interests such as football, social events with friends, caring for pets, and traveling.