Abdul Jaleel Awini is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at Empower Financial Services, NYLIFE Securities, and New York Life Insurance Company, among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Krista Davis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and 25 years of industry experience. She previously worked at OppenheimerFunds Distributor, Inc./Invesco for 19 years before joining Fidelity Brokerage Services LLC in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Edward Blackman IV is a financial advisor with Stifel, Nicolaus & Co., Inc. in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 25 years with Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Garrison is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Charles Schwab since 2017, following four years at United Capital Financial Advisers, LLC. Outside of his advisory role, he serves as a trustee, managing support payments, tax filings, and trust distributions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by centralized operational resources.

Tyler Jordan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked in various roles within Wells Fargo affiliates since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Joshua Shuster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Teachers Insurance Annuity Association and Nuveen Asset Management and Securities, where he worked for 12 years. 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 an ESG eligibility framework to support client decision-making.

Lauren Taylor is a financial advisor with Merrill in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2012. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, and discretionary portfolio management. The firm integrates investment management with banking and capital markets through its affiliation with Bank of America, emphasizing managed account and manager-selection capabilities.

Chris Wall is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Wall worked in the medtech sector and spent five years at Colorado State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Blake Spencer is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. He previously worked at MG Stover & Co. and Rogue Mountain LLC, and attended the University of Colorado-Boulder. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative-investment program.

Derek Boldrin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2012 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides both discretionary and non-discretionary portfolio management and financial planning services.

Jim Tobin is the Vice President, Wealth Planner. He consults with high net worth families and businesses to help build customized financial plans. Jim has held various roles at Fidelity Investments, including Vice President Financial Consultant from 2017 to 2022, Financial Consultant from 2013 to 2017, Investment Representative from 2012 to 2013, Private Client Specialist in 2012, and Financial Representative from 2011 to 2012. Prior to Fidelity, he worked as an Account Executive at North American Bancard from 2007 to 2008 and as a Senior Account Executive at Southstar Funding LLC from 2004 to 2007. He holds an Arkansas Insurance License.

Sureyya Kennedy is a financial advisor at Merrill with Series 63 and Series 66 credentials and 22 years of industry experience. She previously worked at Charles Schwab & Co., Inc. for 14 years before joining Merrill in 2023. Kennedy volunteers as the founder of the Denver Chapter for the Global Equity Organization, a professional network focused on equity compensation. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Proctor is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Prior to joining Schwab, he worked at TIAA and TIAA-CREF for 11 years. Outside of his advisory role, Proctor manages and performs in a band. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Camden Heck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co., Inc. since 2015. 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Jake Fidler is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. He has also served as a Paraplanner - Financial Planner at Larson Financial Group, LLC from 2020 to 2022, and as a Senior Client Service Manager at the same firm from 2018 to 2020. Jake collaborates with his clients to develop comprehensive financial plans tailored to their personal goals and aspirations. He emphasizes understanding clients' priorities and aims to create a collaborative environment that empowers them to navigate their financial lives with confidence. Outside of his professional work, Jake enjoys gardening, hiking, outdoor adventures, running, and skiing.

David Provolt is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Stephanie Nakajima is a financial advisor with Charles Schwab based in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include seven years at OppenheimerFunds and two years at Junbugg Enterprises. Charles Schwab serves a large client base primarily composed of 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 research from the Schwab Center for Financial Research.

Kent Engel is a CFP®-designated financial advisor with six years of industry experience, currently with LPL Enterprise LLC. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Northwestern Mutual. He also serves as a paid university instructor at the University of Colorado. LPL Enterprise LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services that utilize LPL’s research, model portfolios, and third-party asset management programs.

Britton Brooks is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Thomson Reuters for 15 years and at Workiva for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor and branch networks in the industry.

Joshua Bailey is a financial advisor at Fidelity with 18 years of industry experience. He has held various roles within Fidelity and its affiliated entities since 2007, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Bailey holds Series 63 and Series 66 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.