Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Maisie Jones is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She develops engagement strategies to support each client's unique planning and relationship needs. Jones has worked in various roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate. Prior to joining Fidelity, she completed a Financial Planning Internship at New England Professional Planning Group in 2019.

Alexander Bauer is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, holding various roles including Investment Management Consultant, Central Relationship Manager, and positions focused on high net worth clients. His experience encompasses comprehensive financial services and client relationship management within the investment industry. As a Certified Financial Planner4 practitioner, Alexander approaches financial planning by understanding his clients' individual goals and priorities. He emphasizes trust, transparency, and tailored recommendations while taking a holistic view of personal and family finances to empower clients in making informed decisions. Outside of his professional role, Alexander has interests in art, comedy, concerts, cooking and baking, and fishing.

Joseph Sartini is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MarketChief.io and DR Microgrid. 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 broad range of integrated brokerage, custody, and advisory services.

Vinchenza Burney is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. She has held various roles within Cetera and associated firms since 2017. Outside of financial services, Burney is involved in youth development as a leader and vice chair of the Good News 4-H Club, a nonprofit focused on 4-H youth activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.

Darcy Armstrong is a financial advisor at Merrill in Denver, CO, with 14 years of industry experience. He has been with Merrill since 2013. Armstrong holds Series 63 and Series 65 designations. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devon White is a financial advisor at Stifel based in Denver, Colorado, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Merrill Lynch and Bank of America. Outside of finance, he has experience at Core Power Yoga. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Reid Johnson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is involved in scuba training as a dive master and participates as a principal trumpet performer with the Front Range Youth Symphony and as a volunteer student leader with Colorado Ambassadors of Music. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Casey Minnick is a Series 66-licensed financial advisor with UBS Financial Services in Denver, CO, with four years of industry experience. Prior to joining UBS Financial Services in 2021, Minnick worked at UBS from 2016 to 2021. Minnick serves on the board of directors for the USO in Colorado and Wyoming, where responsibilities include event planning, speaking about military experience, and assisting with fundraising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-based asset allocations.

William Miller is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at 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 IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roger Dael is a Series 66-credentialed financial advisor with 22 years of industry experience. He has worked at Ameriprise Financial Services since 2018 and previously held roles at Wells Fargo Advisors, Clearbridge Investments, and Legg Mason Wood Walker. Dael serves on the Board of Directors for Colie's Closet and is involved with the Boulder Mountain Bike Alliance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ross Blount is a financial advisor with LPL Financial in Broomfield, Colorado, holding a CFP® designation and Series 66 license. He has 13 years of industry experience, including prior roles at U.S. Bancorp Investments, First National Bank, Raymond James Financial Services, Bancwest Investment Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Alex Wind is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 licenses and having eight years of industry experience. His work history includes multiple roles within JPMorgan Chase and J.P. Morgan Securities since 2016. Outside of his advisory role, Alex occasionally works as a DJ at nightclubs. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Colin Bowman is a financial advisor with LPL Financial based in Denver, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, and OppenheimerFunds. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across discretionary and non-discretionary accounts.

John Burks is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has recent experience at Becknell Industrial LLC and Kimley-Horn and Associates, Inc. prior to joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Rachael Beres is a Planning Consultant at Fidelity Investments, where she supports Wealth Planners by helping clients translate complex financial concepts into clear, actionable strategies. She is involved in plan implementation and ongoing client support to ensure a seamless experience throughout their financial journey. Rachael joined Fidelity Investments in 2019 and has held several roles within the company, including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021.

Sara Roy is a Certified Financial Planner™ with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2022 and previously spent 11 years with JP Morgan Institutional Investments Inc. and JPMorgan Asset Management Inc. in institutional investment roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Julie Miller is the Vice President and Branch Leader at Fidelity Investments' Denver North investor center. In her current role, she leads Financial Consultants in assisting clients with pursuing their financial goals through holistic financial planning guidance. Julie has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, High Net Worth Representative, Relationship Manager, Financial Consultant, Assistant Branch Leader, and now Vice President and Branch Leader. Her experience encompasses client relationship management and leadership within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Olivia Rey is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop financial plans that align with their goals and preferences, leveraging Fidelity's extensive experience in financial strategies and services. Her professional background includes progressive roles within Fidelity Investments, starting as a Financial Representative in 2022, advancing to Relationship Manager in 2023, Investment Consultant in 2024, before assuming her current position. Prior to joining Fidelity, Olivia worked as a Financial Advisor in Training at Ameriprise Financial from 2021 to 2022.