Warren Anderson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he spent 24 years at Charles Schwab and Co., Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Jonathan Kaiser is a financial advisor with Fidelity in Greenwood Village, CO. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in education and data services, including at Aurora Hills Middle School and Automatic Data Processing. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Max Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity since 2018, including roles with Fidelity Brokerage Services LLC and Fidelity Investments. Prior to entering the financial sector, he spent eleven years at Comcast. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Mark Boshoven is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2025. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with both discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Timothy Flynn is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. He has worked at Fidelity Investments since 2022 and previously held roles at Eagle County Health Services and Vail Resorts. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and offers model portfolios using systematic methodologies.

James Bebbington Jr. is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Charles Schwab. Prior to his advisory career, he was employed at Dispatch Media Group and Manley Deas Kochalski. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm serves a diverse client base and holds distinctive registrations and advisory roles uncommon among large institutional peers.

Sabrina Santilli is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and five years of industry experience. Her background includes roles at Delta Air Lines and Stitch Fix prior to joining Fidelity. She works within 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 discretionary and non-discretionary portfolios, including registered investment companies and fund-of-funds.

Peter Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at National Planning Corporation. Outside of his advisory role, he is a licensed, non-practicing attorney, founder of Coleman Capital and Risk Management, and a member of The Rotary Club of Evergreen. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Shena Geremaia is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Her prior work includes positions at Charles Schwab Co., Inc., and several dental practices. Outside of her advisory role, she is employed with First Care of Colorado, providing home healthcare services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, utilizing proprietary research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, including fund advisory and model portfolios.

Gordon Bauer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2000. Outside of his advisory role, he is active as a concert pianist and piano instructor, and he is involved in floral design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Tyler Anderson is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and eight years of industry experience. His prior work includes roles at New York Life Insurance Company and a decade at Starbucks Coffee Company before joining Fidelity. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory and model portfolios.

Taylor Zuffoletto is a Planning Consultant at Fidelity Investments, where they support Wealth Management Teams in partnering with clients to create comprehensive financial plans. They collaborate closely with Financial Consultants to assist clients in both developing these plans and understanding how to maintain them effectively. Taylor has been with Fidelity Investments since 2020, initially serving as a Workplace Planning Consultant before transitioning to their current role in 2024. They hold an Arkansas Insurance License, which supports their work in financial planning and client advising. Outside of their professional responsibilities, Taylor has interests in comedy, fitness, hiking, and music.

Andy OConnor is a Financial Consultant currently working with Fidelity Investments since 2023. He has held various roles in the financial services industry, including President of Wealth Management at Parker-Douglas from 2019 to 2023 and Vice President at Personal Capital between 2018 and 2019. His prior experience also includes positions as an Investment Consultant at Scottrade Investment Management from 2016 to 2018 and as a Financial Consultant at TD Ameritrade from 2010 to 2016. Andy focuses on helping clients develop strategies to grow, protect, and transfer their wealth. His professional goal is to assist individuals in working toward long-term financial success and achieving the lives they strive for. He holds insurance licenses in Arkansas and California. Outside of his professional work, Andy engages in family activities and enjoys football, golf, hiking, military service, and skiing.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Jamie Vandergriff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Vandergriff worked at Empower Retirement and U.S. Bank, accumulating a decade of experience in financial services. 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 combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating systematic methodologies and algorithmic approaches.

Jordan Ringstad is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining RBC in 2020, he worked at Foreside Fund Services, LLC and Knowledge Leaders Capital, LLC from 2014 to 2020. He serves as Treasurer on the board of Children's International Summer Villages, Rocky Mountain Denver Chapter, a volunteer-run charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, with a capital-markets presence and affiliated asset management capabilities.

Taylor Woelfle is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked with companies including Mobily LLC, Uber Eats, DoorDash, Lyft, and Microsoft Stores. Outside of advisory work, he has served as an independent rideshare driver for Lyft. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a proprietary investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment funds and model portfolio platforms.

Brent Buckley is a Vice President, Financial Consultant at Fidelity Investments, where he partners with clients and their families to help them define and work toward their personal definition of financial success. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, High Net Worth Full Trader, Retirement Solutions Representative, Retirement Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current position in 2025. Brent holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys biking, hiking, photography, running, skiing, and traveling.

King Cavalier is a financial advisor at Raymond James Financial, holding a Series 66 credential with 15 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for five years. Outside of his advisory role, he is president of Eight Winds LLC, a support company related to his affiliation with Raymond James Financial Services. 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, pension plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, using risk profiling and analytical tools, and supports municipal and public finance work uncommon among large institutional advisors.

Susan Cattand is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Janus Henderson in various roles from 2007 to 2025. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diversified services including relationships with investment companies, private funds, and structured-product activities.