Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

Amy King is a CFP® professional affiliated with LPL Financial in Arvada, CO, with 10 years of industry experience. Her prior roles include positions at Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory work, she is involved with W.o.W Women of Wealth LLC, a real estate rental venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kate Bentson is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., and Gart Properties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Allen Cunningham is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2026. He specializes in assisting clients with understanding and utilizing their workplace benefits, integrating these into personalized financial plans. His approach involves discussing clients' priorities, evaluating their financial situations, and identifying opportunities to meet their goals through education, planning, and ongoing guidance. Prior to his current position, Allen gained experience at Fidelity Investments in various roles including Investment Solutions Representative III, II, and I from 2022 to 2026, as well as serving as a High Net Worth Representative and Customer Relationship Advocate. He began his career in the financial industry as a Teller at Bank of The West between 2020 and 2021. Allen holds an AR Insurance License. Outside of his professional responsibilities, Allen enjoys boating, attending concerts, football, golf, and snowboarding.

Richard Mower is a CFP® certificant with 29 years of industry experience, currently affiliated with LPL Financial in Golden, CO. He has been associated with LPL Financial and its predecessor entities since 2005 and has operated Meridian Wealth Management LLC since 2012. Outside of his advisory work, he is a silent investor in a private investment company. 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 of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Zakary Book is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Pontifex Capital and has a background that includes roles at Boise State University and Jacks Urban Eats. 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 serves a diverse client base and offers discretionary portfolio management, fund advisory, and model portfolios, with a noted role in institutional wealth advising and use of AI-driven research methods.

Michael Edwards is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and Fortis Financial Group/Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, supporting both discretionary and non-discretionary management with model portfolios, third-party subadvisors, and various technology-driven investment approaches.

Benjamin White is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, with seven years of industry experience. His prior work history includes roles at Edward Jones and Instacart, as well as a decade at Terry White. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm focuses on tailored financial planning supported by structured tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Alexander Liss is a CFP® and ChFC® with eight years of industry experience. He is currently affiliated with Cetera and holds ownership and leadership roles in multiple financial services and planning firms, including Alexander Liss Wealth Management, LLC and Dialed-In Planning. His career includes prior experience at Union Pacific and Securities America Inc. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Nathaniel Pagibigan is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2026. He has previously worked at Bankers Life and Axos Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Svitlana Murtha is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

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.

Andrew Kret is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds the Series 65 and Series 63 credentials. His career includes over a decade at Northwestern Mutual Wealth Management Company and ongoing involvement with Sky Hawks and Jordan Smith. 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 utilizes analytical tools such as risk profiling and probability modeling to inform client recommendations.

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.

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.

Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Loc Nguyen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of advisors dedicated to serving the community through comprehensive financial planning. Prior to his current position, he served as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2022. Throughout his tenure at Fidelity Investments, Loc Nguyen has focused on helping individuals achieve their financial goals through personalized planning and consultation.