Jeffrey Frashuer is a financial advisor with Wells Fargo Clearing in Colorado Springs, CO, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, NA since 2013. Outside of his advisory role, he owns and operates Elevation Golf, LLC, a business selling golf accessories, equipment, and apparel. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Ryan Martin is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, and NYLife Securities. Outside of his advisory work, Martin has a 50% ownership interest in Walkabout Travel LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Torgerson is a financial advisor at Stifel with 31 years of industry experience. He has held Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2014. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Natyely Soza is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Wells Fargo and several other organizations. She serves as an expansion committee member for Girls Inc of Metro Denver, assisting with the development of a new satellite location. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Ashley Gredys is a financial advisor at Morgan Stanley with seven years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at the University of San Diego from 2013 to 2017. She holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kevin Reilly is a financial advisor at Equitable Advisors with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role beginning in 2015, he worked at AXA Advisors and has been involved with Korucenter LLC. Outside of advising, he works as a real estate agent in Denver. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes a combination of proprietary and third-party advisory solutions.

Justin Glance 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 The Savings Group, The Green Solution, and Farmers Insurance. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction.

Zachary Carrick is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Charles Schwab & Co. Inc., Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, and First Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning solutions, utilizing both in-house and third-party investment managers.

Sean Atun is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he held various positions outside the financial sector, including roles at Discount Tire USA and Camp Champions, alongside periods of full-time education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Seth King Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Pinnacor Financial Group and Cambridge Investment Research. He is an owning partner in a firm selling life, long-term care, disability, and fixed annuity products and serves on the board of Operation Strength Inc., a nonprofit assisting vulnerable individuals affected by crisis or chronic need. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment solutions tailored to client objectives.

Ken Asay is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2019 and previously worked for Friendship Haven, Inc. from 2016 to 2019. 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 various advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Arne Hogg is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera Investment Services LLC since 2019. Prior to that, he was with Jackson National Life Distributors LLC from 2011 to 2018. He also serves as power of attorney and executor of the estate for his parents and as trustee for the Zaworski Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and access to third-party and affiliated money managers.

Charlene Hunt is a CFP® professional with over 10 years of experience in financial advising. She has been with Edward Jones in Denver, CO since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices, providing both discretionary and non-discretionary strategies along with affiliated mutual funds and other financial services.

Chad Rigert is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His background includes roles at Fidelity Brokerage Services LLC and Robinhood Financial, LLC. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing systematic methodologies across a broad investable universe.

Bruce Vermeulen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge since 2010 and also operates as president of the RiderDown Foundation, a nonprofit organization based in Evergreen, Colorado. Additionally, he maintains an independent insurance agency and oversees Vermeulen Consulting Inc., which provides administrative services for personal household accounts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Stephen Gates is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliates since 2016, with prior experience at Fourest, LLC since 2009. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services through a national network of independent advisors.

Eric Dunay is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of his advisory role, Dunay assists with operations and marketing at his family farm in Stafford Springs, Connecticut, and is a co-owner of a family business in Holyoke, Massachusetts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Victoria Hill is a financial advisor at Morgan Stanley with 42 years of industry experience. She has been with Morgan Stanley since 2009. Hill holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services.

Brenden Ocasio is a Planning Consultant currently working at Fidelity Investments, where he has held various roles since 2024. His professional experience includes positions as Workplace Planning Consultant 1, 2, and 3 at Fidelity Investments from 2024 to 2026, and prior to that, he worked as a Financial Services Coordinator at Taylor Insurance & Financial Services from 2022 to 2024. Brenden holds an Arkansas Insurance License, which supports his expertise in financial planning and insurance services. His approach centers on building trust and maintaining open communication to develop financial plans that evolve with clients and their families. Outside of his professional duties, Brenden's interests include cars, comedy, fitness, music, outdoor adventures, and traveling.