Joseph Mondello is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Prior to his financial services career, he held roles at Lowes and Michael Bennett Trucking LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, with oversight controls and delegated management to affiliated or unaffiliated sub-advisers.

Jason Kemper is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior experience includes roles at Bank of America, Medride, and Greatstone Wealth LLC. Outside of his advisory work, Kemper works as a contractor driver for a food and people delivery service in the Denver area. 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, pension plans, corporations, and charitable organizations.

Karen Thomson is a financial advisor at Morgan Stanley with 16 years of industry experience. She previously worked at J.P. Morgan Securities for nine years before joining Morgan Stanley Smith Barney LLC. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and offers a range of advisory programs supported by structured planning tools and strategies developed by its Global Investment Committee.

William Brown is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with WELLS FARGO Advisors, LLC and over two decades at Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to inform its investment approach.

James Mendieta is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop and implement comprehensive financial plans tailored to their personal goals. His approach focuses on creating strategies that align with the unique needs of individuals and their families. James has been with Fidelity Investments since 2014, progressing through several roles including Financial Representative, Investment Solutions Representative, Workplace Planning Consultant, Portfolio Specialist, and Senior Portfolio Specialist before assuming his current position in 2023. His extensive experience within the firm spans various aspects of financial planning and portfolio management. He holds insurance licenses in Arkansas and California.

Abigail Ledogar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, she worked at Edward Jones for two years and has diverse experience including roles in retail and fundraising. Outside of advising, she is involved with Parker Rose Boutique in Littleton, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tyler Brooks is a financial advisor with Wells Fargo Clearing in Littleton, CO, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has been affiliated with 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 grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Armistead is a Planning Consultant at Fidelity Investments. He works with individuals and families to help them understand their financial situations and pursue their financial goals. Robert has held various roles within Fidelity Investments since 2022, including Central Relationship Manager, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as an Associate Financial Representative at Northwestern Mutual from 2017 to 2019. He holds insurance licenses in Arkansas and California.

David Billingslea is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he serves on the board of directors for the Timberline Professional Center Association and is involved in real estate management through business ownership. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm provides tailored, research-driven recommendations that address income, Social Security, and tax strategies, supported by a centralized consulting team and algorithmic tools.

Korina Adams is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Linear Roofing, Del Frisco's Grille, Jolt N' Joes, and Allegiance before joining Schwab. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by centralized custody and operational infrastructure.

Patricia Weeks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she was self-employed and operated a baking business in Denver, Colorado, where she baked and decorated cakes for clients. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies and oversight controls in its investment process.

Amado Delgado Manzanares is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Starry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Wayne Windholz is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios and employs systematic methodologies and oversight to address conflicts of interest.

Aaron Storiale is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was employed at Insur Group and King Soopers. 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 uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Chester Wallace Jr. is a financial advisor with LPL Financial in Englewood, CO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2008 to 2020 before joining LPL Financial in 2020. Outside of his advisory work, he is involved with several business entities related to tax and investment purposes. 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 of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Josh Moffatt is a CFP® professional with 26 years of industry experience, currently affiliated with Charles Schwab in Lone Tree, Colorado. He has worked at Charles Schwab since 1999 and has experience with related entities including Charles Schwab Bank. Outside of his advisory role, he is involved with two private limited liability companies, ESJ 418 LLC and 9700 Wagon Trail LLC. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Daniel Mozer is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Zions First National Bank/Vectra Bank Colorado and Bank of Colorado, and has prior experience with Raymond James Financial Services. Mozer also serves as a relationship manager for wealth and fiduciary services at ZB, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Broderick Robbins is a Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2023, he works with a range of private clients and institutional organizations, delivering disciplined financial guidance to help clients make informed decisions with clarity and confidence. Broderick provides expertise in areas such as retirement planning, business succession strategies, investment planning, concentrated stock management, workplace plan optimization, college education planning, divorce transition planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and personal retirement planning. He focuses on aligning complex financial elements into a cohesive framework to support clients' long-term financial goals. He holds a dual bachelor's degree in Economics and Finance from the University of Delaware and possesses professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Broderick participates in professional organizations such as the Cherry Creek Chamber of Commerce, Global Spine Outreach, Leadership Denver Program, and NuVasive Spine Foundation, and is involved in community initiatives including Global Spine Outreach, Helen Diller Vacation Home for Blind Children, and the NuVasive Spine Foundation.

Linda Bailey is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and also works with Bank of America, N.A. since 2016. Merrill, together 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.