Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Kristina Teller is a financial advisor at Merrill with 11 years at the firm and a total of 16 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Merrill, Kristina worked at South Suburban for 10 years. Merrill, along 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.

Tyler Krushensky is a Planning Consultant at Fidelity Investments, where he collaborates with clients to navigate their unique financial situations through comprehensive financial planning. He utilizes Fidelity's market research and technology resources to support his approach. Tyler has experience in various roles within the financial services industry, including positions at Charles Schwab as a Senior Specialist in Partner Support and High Net Worth Active Trader Services, as well as a Brokerage Service Representative. He also worked as a Financial Advisor at North Star Resource Group. Outside of his professional work, Tyler has interests in golf, reading, tennis, and traveling.

Wendy Massmann is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, she was employed at Athleta Gap Inc for over a decade. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Krista Davis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and 25 years of industry experience. She previously worked at OppenheimerFunds Distributor, Inc./Invesco for 19 years before joining Fidelity Brokerage Services LLC in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

Edward Blackman IV is a financial advisor with Stifel, Nicolaus & Co., Inc. in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 25 years with Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Tyler Jordan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked in various roles within Wells Fargo affiliates since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Lauren Taylor is a financial advisor with Merrill in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2012. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, and discretionary portfolio management. The firm integrates investment management with banking and capital markets through its affiliation with Bank of America, emphasizing managed account and manager-selection capabilities.

Chris Wall is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Wall worked in the medtech sector and spent five years at Colorado State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Derek Boldrin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2012 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides both discretionary and non-discretionary portfolio management and financial planning services.

Vincent Palisi is a financial advisor with LPL Financial based in Denver, CO. He holds the Series 66 designation and has less than one year of industry experience. Prior to his advisory role, he worked in various positions including ownership of MyHouse Sports Bar and roles at Stifel Financial Services, Midway Golf and Games, and Bently Denver/John Elway Cadillac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced technologies in portfolio management.

Jim Tobin is the Vice President, Wealth Planner. He consults with high net worth families and businesses to help build customized financial plans. Jim has held various roles at Fidelity Investments, including Vice President Financial Consultant from 2017 to 2022, Financial Consultant from 2013 to 2017, Investment Representative from 2012 to 2013, Private Client Specialist in 2012, and Financial Representative from 2011 to 2012. Prior to Fidelity, he worked as an Account Executive at North American Bancard from 2007 to 2008 and as a Senior Account Executive at Southstar Funding LLC from 2004 to 2007. He holds an Arkansas Insurance License.

Katherine Sullivan is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Wintrust Investments, Community Banks of Colorado Company/National Bank Holdings, Edward Jones, and BMO Harris Bank. 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, and utilizes research and model portfolios from LPL Research and third-party subadvisors.

Jake Fidler is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. He has also served as a Paraplanner - Financial Planner at Larson Financial Group, LLC from 2020 to 2022, and as a Senior Client Service Manager at the same firm from 2018 to 2020. Jake collaborates with his clients to develop comprehensive financial plans tailored to their personal goals and aspirations. He emphasizes understanding clients' priorities and aims to create a collaborative environment that empowers them to navigate their financial lives with confidence. Outside of his professional work, Jake enjoys gardening, hiking, outdoor adventures, running, and skiing.

David Provolt is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Haley Gray is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and five years of industry experience. She has been with MML Investors Services since 2021 and has also worked at MassMutual Life Insurance Company and HomeAdvisor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Joshua Bailey is a financial advisor at Fidelity with 18 years of industry experience. He has held various roles within Fidelity and its affiliated entities since 2007, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Bailey holds Series 63 and Series 66 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Nicholas Dunham is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds the PFS™ designation and has been active in the industry since 2018, including his work with Zimmerman & Dunham and his prior role at ND Sports LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and model portfolios.