Martin Stevens Jr. is a financial advisor at Stifel in Denver, CO, with 38 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Isaac Greene is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Greene is also involved with Every Season Wealth Partners as an Investment Adviser Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and investment platforms.

James Metcalf Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and was previously associated with LT Securities Inc. since 1987. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Beau Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors. Smith owns two investment-related businesses in Colorado, including a sole proprietorship and an LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations for clients.

Robert Bastiaans is a financial advisor with Ameriprise in Parker, Colorado, holding Series 63 and Series 65 licenses and 48 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cameron Fraker is a CFP® with 12 years of industry experience, currently affiliated with LPL Financial since 2021. He also maintains ongoing roles with JOHLFS Inc and Craig Johlfs, and has experience with various insurance carriers and Waddell & Reed, Inc. His activities include managing non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research to support discretionary and non-discretionary management.

Matthew Medosch is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked in fitness management at ESPORTA Fitness and served in the Army National Guard. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it maintains distinctive registrations and advisory roles uncommon among large institutional peers.

Christopher Deshano is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and was previously with Cambridge Investment Research Advisors, Inc. for 17 years. Outside of his advisory role, he is a business owner of DeShano Care Centers LLC and is involved in managing a family farm. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party model portfolios.

Jason Meyer is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans aligned with their individual goals and circumstances. He has been with Fidelity Investments since 2021, progressing through various roles including Customer Relationship Advocate, High Net Worth Service Associate, and multiple levels of Investment Solutions Representative before assuming his current position in 2025. Throughout his tenure at Fidelity, Jason has gained experience in financial planning and client services, contributing to his ability to address diverse financial needs. He holds insurance licenses in Arkansas and California, supporting his work in providing comprehensive financial advice. No additional information about his education, personal interests, or community involvement has been provided.

William Agopian is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at The Walt Disney Company and self-employment ventures. Outside of his advisory duties, he works as an independent contractor delivering food and packages for Door Dash and Amazon Flex. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Leonard Frisbie is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at Trilogy Capital, Inc., Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is the owner and producer of Razor Insurance Group, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Grant Gipson is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services since 2019. His prior work includes roles at Western Colorado University, Vail Resorts, and Pedal Power Bike Shop. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes.

Craig Garrison is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 21 years of industry experience, including 20 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. In addition to his advisory role, he owns Bench in Golden, LLC, a holding company for partnership shares. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Mathieu Niehues is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and 66 licenses and bringing 13 years of industry experience. He has worked at Equitable Advisors since 2013, including its predecessor Axa Advisors. Equitable Advisors serves individual clients across a broad wealth spectrum, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party advisory models.

Todd Grant is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Vestas and the National Bicycle Dealers Association. 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.

Jacob Sickler is a financial advisor with Fidelity in Greenwood Village, Colorado, holding a Series 66 designation and seven years of industry experience. Before joining Fidelity, he worked at BBVA Wealth Solutions, AXA Advisors, and held roles outside finance including time at iHeart Media and the University of Arizona. Outside of his advisory work, he manages an online photography business called Above the Treeline Photography on a part-time basis. Fidelity’s Strategic Advisers LLC, where he is based, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, along with advisory roles for registered investment companies and fund‑of‑funds.

Matthew Etheridge is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Wells Fargo, and Idaho State University. He is part of 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 a range of investment vehicles, including model portfolios and fund advisory services.

Samantha Gill is a financial advisor with Wells Fargo Clearing, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016, including a one-year tenure at Morgan Stanley from 2016 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research and analytics from internal and external sources along with diversification and modern portfolio theory principles.

David Bartfeld is a financial advisor with Edward Jones in Aurora, Colorado, holding a Series 66 license and bringing 22 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Epping is a Financial Advisor with Merrill Lynch Wealth Management, where he has worked for the past eight years. He assists clients in reaching retirement comfortably and specializes in personal retirement planning, tax minimization, and retirement income. Nathan leverages extensive product knowledge to help clients unlock the benefits of their Merrill and Bank of America relationship. Nathan is part of the ENMG Wealth Management Group, which offers customized financial services tailored to each client's individual needs and goals. The group primarily serves high net worth clients, including individuals, business owners, executives, and retirees. They assist clients in making investment choices and coordinate with other professional advisors such as estate and tax attorneys, business consultants, and accountants, when necessary, to address a wide range of financial needs. He holds a Bachelor's Degree from the University of Wisconsin Whitewater and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Nathan is involved with Denver Pet Partners and enjoys personal interests including baseball, boating, camping, fishing, football, hiking, hunting, spending time with family, and woodworking.