William Miller is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Rothe is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves on the board of Turnbuckle Distilling, a spirits company based in Broomfield, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and tools.

Joseph O'Connor is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and several other companies. Outside of finance, he is engaged in dog walking and pet sitting as an independent contractor. Fidelity, through its Strategic Advisers LLC division, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

David Fritz is a financial advisor with Morgan Stanley Wealth Management in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an officer in a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning to individuals and institutions, utilizing structured planning tools and a broad range of investment and financial services.

Colin Bowman is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 66 designations and possessing seven years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, OppenheimerFunds, KeyBank, and Western Connecticut State University. 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, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Sean Flood is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services, Envirotech Services, Wing Shack, and Blenkhorn Financial Planning, as well as multiple positions at the University of Northern Colorado and Manitou Cliff Dwellings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with oversight of sub-advisers and leveraging systematic methodologies for long-term asset allocation.

Carter Luery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He assists clients in planning and working towards their financial goals. Prior to his current role, Carter served as a Planning Consultant at Fidelity Investments from 2024 to 2026. He also gained experience as an Investment Solutions Representative II from 2022 to 2024 and as an Investment Solutions Representative from 2020 to 2022, all within Fidelity Investments. Carter holds an Arkansas Insurance License, enabling him to provide insurance-related financial advice. Outside of his professional work, he has interests in comedy, football, golf, and movies.

Kenneth Carlson is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services since 2013. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jack Dietel is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Investments and the University of Colorado, as well as a position at Goddess Garden Organics LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Elisabeth Watkins is a Planning Consultant at Fidelity Investments, a role she has held since 2024. In this position, she focuses on helping clients develop confidence in their financial plans by building unique relationships and maintaining transparent communication. Elisabeth has been with Fidelity Investments since 2022, gaining experience as a Customer Relationship Advocate and then as a Financial Representative before her current role. She holds insurance licenses in Arkansas and California. Outside of her professional work, Elisabeth has interests in pets, reading, traveling, and volunteering.

Ron Gibbs is a Private Wealth Management Investment Management Consultant at Fidelity Investments, a role he has held since 2024. He focuses on synthesizing extensive investment information and communicating relevant insights and guidance to both team members and clients to support their financial goals. Ron has over two decades of experience in investment management. Prior to his current position, he was a Partner and Portfolio Manager at Platte River Capital from 2006 to 2015. Before that, he served as Vice President and Portfolio Manager at Columbia Management from 1996 to 2006. Outside of his professional work, Ron is a father, grandfather, and volunteer minister. His personal interests include biking, comedy, hiking, traveling, volunteering, and writing.

Carson Touchton is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles in retail and automotive businesses. 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 portfolios that include mutual funds, ETFs, and ETPs.

Lisa Fiore is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Kali Schulte is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at Nate Ladsten State Farm Agency and The Cooper's Tavern. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Isaiah Dixon is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Canvas Credit Union, Santander Consumer USA, Golf Galaxy, and AMB Group. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Fusi is a financial advisor with Thrivent Investment Management based in Littleton, CO. He holds Series 66 and Series 63 credentials and has seven years of industry experience. His prior roles include positions at Grove Point Investments, Medallion Financial Group, and Principal Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing client portfolios or institutional accounts.

Tanya Wagner is a CFP® professional with 17 years of experience in the financial industry. She has been with Edward Jones since 2009, working out of Denver, CO. Outside of her advisory role, she is involved in managing several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices across the United States.

Will Anderson serves as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients to develop customized financial plans aimed at achieving their individual financial goals. Prior to his current role, he was a Financial Consultant at Fidelity from 2020 to 2023. Before joining Fidelity, Will held several positions at Charles Schwab, including Vice President, Financial Consultant from 2006 to 2020, Active Trader Sales from 2005 to 2006, Specialized Sales from 2003 to 2005, Business Development Specialist from 2000 to 2003, and Customer Service Representative from 1997 to 2000. He holds insurance licenses in Arkansas and California.

David Murphy is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity Investments in various capacities since 2006, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies to deliver model portfolios.

David Burton is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2025, with prior experience at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and its formal advisory role to multiple registered investment companies and fund-of-funds.