Brian Vaught is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 credential and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Bank One. Outside of his advisory role, he is a silent investor and co-owner of Onyx and Amber by CBRC, LLC, a non-distilling whiskey company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ronald Hooper is a financial advisor at Charles Schwab in Lone Tree, Colorado, with 17 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 options, using multi-asset model portfolios and due diligence on alternative investments within an integrated, large-scale operational structure.

Simon Barshay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Zynex Medical and several other companies before joining Fidelity. He works for 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including multi-manager and fund-of-funds structures.

Daniel Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 44 years of industry experience. His career includes long-term roles at Cetera Wealth Services, self-employment in financial services since 1991, and work in the life insurance sector dating back to 1981. He also operates as an independent insurance agent focusing on life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Valeria Lopez is a financial advisor with Strategic Advisers, Inc., a Fidelity Investments company, where she has worked for 11 years. She holds Series 63 and Series 66 licenses. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Maria Solis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked in various organizations, including DoorDash and Denver Public Schools. Outside of her advisory work, she is also employed as a babysitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Jennifer Cuce is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management teams to develop comprehensive financial plans tailored to clients' present and future needs. She focuses on establishing strong relationships through communication and understanding to support clients in achieving their financial objectives. Jennifer has been with Fidelity Investments since 2020, progressing through roles including Central Relationship Advocate, High Net Worth Associate, and Central Relationship Manager before assuming her current position in 2023. Her experience encompasses various aspects of wealth management and client relationship management. Outside of her professional responsibilities, Jennifer enjoys activities such as spending time at the beach, engaging in family activities, socializing with friends, caring for pets, running, and traveling.

Eric Rupp 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 2018, as well as CIG Financial Services prior to that. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations, fund advisory, and model portfolio delivery.

Shauna Crawford is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and 15 years of industry experience. She has been with RBC Capital Markets since 2015. 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 various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Renee Evashkevich is a financial advisor with LPL Financial in Greenwood Village, CO. She holds a Series 66 designation and has approximately three years of experience, including prior roles at Team K Services and River West Christian Church. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of advisers. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management alongside diverse investment strategies and technology-driven solutions.

Eva Sitinjak is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles across Fidelity Brokerage Services LLC and other diverse positions in retail and marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Spencer Berends is a financial advisor with Fidelity Investments, holding a Series 66 designation. He has one year of industry experience, having joined Fidelity in 2025. Prior to entering the financial advisory field, his career was primarily in the hospitality industry across various roles and companies. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and serves as an advisor to multiple registered funds.

Jonah Freund is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes roles outside finance, such as work at Sunfridge Brewery, Yale School of Medicine, and Syracuse University Ambulance. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Adam Clarke is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Charles Schwab since 2008, including a nine-year tenure at Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options supported by a large, integrated infrastructure and centralized services.

Matthew Koth is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with the Westminster Soccer Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rockford Wirth is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Brokerage Services, JPMorgan Chase, and TD Ameritrade. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investment offerings.

Tse Heng Chan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Chan held various roles including ownership of an online e-commerce business, one6eight LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Crosby Tague is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and PIN Business Network. Charles Schwab 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 a multi-asset investment approach supported by in-house research and alternative investment options.

Andrew Espinosa is a Financial Consultant at Fidelity Investments, where he partners with investors to co-create financial plans aimed at building confidence in their financial futures. He has been with Fidelity Investments since 2020, progressing through roles from Customer Relationship Advocate to his current position as Financial Consultant. His experience at Fidelity includes positions such as Investment Solutions Representative, Investment Management Consultant I and II, and Financial Consultant I. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys attending concerts, fishing, fitness activities, exploring food, snowboarding, and traveling.

Michelle Slagell is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimerfunds Distributor, Inc. for 20 years and Invesco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.