Robert Evans is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jerry Daniels is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO. He holds Series 63 and Series 66 designations and has eight years of industry experience. Daniels has been with Wells Fargo Clearing since 2018 and has held a role with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Samuel Nixon is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has been with Fidelity Investments since 2020, working at their Strategic Advisers LLC division since 2025. Prior to this, his work history includes roles outside the financial sector. 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 employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Kiaran Stewart is a Planning Consultant at Fidelity Investments, where he currently provides financial guidance to clients. He has held multiple roles at Fidelity Investments, including Workplace Planning Leader, Workplace Planning Help Desk, and Workplace Planning Consultant from 2022 through 2025. Kiaran's areas of expertise include retirement planning, tax efficient investing, and income planning. He employs a holistic and collaborative approach to help clients navigate complex financial decisions, aiming to create clarity and confidence in their financial futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kiaran has interests in fitness, socializing with friends, reading, and traveling.

Andrew Duggan is a CFP® with five years of industry experience, currently working at Charles Schwab. His prior roles include positions at Charles Schwab Bank, International Car Wash Group, Project Resources Group, and the University of Alabama. Charles Schwab & Co., Inc. 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 guidance and access to discretionary separately managed accounts, supported by centralized custody and order routing.

Megan Obbards is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Outside of her advisory role, she is involved as an employee in a restaurant and bar business in Castle Rock, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Amber Kimbley is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has previously worked at E*TRADE Capital Management, E*TRADE Securities, Bank of America, and Merrill Lynch. In addition to her advisory roles, she is involved with Enchanting Crystals, an entrepreneurial venture she has been associated with since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning arrangements.

Jordan Winterfeld is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, where he has been since 2020, following prior roles at UBS Financial Services and Invesco Advisers, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Natalie Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Merrill for 23 years and Stifel Nicolaus & Co Inc for four years before joining LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lake Michotte is a Series 66-registered financial advisor with six years of industry experience. He has been affiliated with Fidelity Investments since 2020, including his current role at Strategic Advisers LLC. Prior to joining Fidelity, he held positions at Janus Henderson Distributors and Janus Management Holdings Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Alexander Hazel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions in the hospitality and service industries and worked at Centre College. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Micallef is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been affiliated with Primerica in various capacities since 2003 and is also involved with MELCO and Melcointernational, LLC. Outside of advisory activities, she participates in business related to home security and automation product referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies largely on model-delivery strategies managed by unaffiliated asset managers and provides a range of investment models including recently added options with cryptocurrency ETFs.

Jack Messler is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Home Depot and State Farm, as well as time spent in education at the University of Colorado at Boulder and Evergreen Country Day School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach includes non-discretionary client relationships supported by strategic asset allocation, access to discretionary separately managed accounts, and a structured process for alternative investments.

Tyler Adams is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, he worked as a freelance piano and keyboard technician and has been a self-employed freelance musician since 2003. He is also the owner of two music-related businesses, Adams Vintage Keyboard Services and The Jauntee, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Thomas Eyers is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Joe Slattery is an Investment Solutions Representative III at Fidelity Investments. In his current role, he is focused on understanding each client's unique priorities and circumstances to provide personalized financial guidance. He simplifies complex financial topics to help individuals and families make informed decisions aligned with their objectives. Joe has held multiple roles at Fidelity Investments, progressing from Client Relationship Advocate in 2023 to his current position. His experience includes serving as a High Net Worth Service Associate and advancing through various Investment Solutions Representative roles. Outside of his professional work, Joe has personal interests in football, hiking, and snowboarding.

Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Kristina Teller is a financial advisor at Merrill with 11 years at the firm and a total of 16 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Merrill, Kristina worked at South Suburban for 10 years. Merrill, along 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.

Tyler Krushensky is a Planning Consultant at Fidelity Investments, where he collaborates with clients to navigate their unique financial situations through comprehensive financial planning. He utilizes Fidelity's market research and technology resources to support his approach. Tyler has experience in various roles within the financial services industry, including positions at Charles Schwab as a Senior Specialist in Partner Support and High Net Worth Active Trader Services, as well as a Brokerage Service Representative. He also worked as a Financial Advisor at North Star Resource Group. Outside of his professional work, Tyler has interests in golf, reading, tennis, and traveling.

Wendy Massmann is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, she was employed at Athleta Gap Inc for over a decade. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.