Corey Kemplin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Fidelity in various capacities from 2016 to 2020. Outside his advisory role, he is a partner and owner of K Company LLC, a real estate holding and management business. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence.

Mary Bredemeier is a financial advisor at Fidelity with 34 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and RBC Capital Markets Corporation. She is affiliated with 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 model portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Trevor Lopkoff is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at CellularSales Verizon and Premier Roofing. 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, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Patrick Mekled is a Series 66-credentialed advisor at Fidelity with three years of industry experience. His career includes roles at Fidelity Investments and LPL Financial, along with work outside finance in the hospitality and retail sectors. Mekled is also involved with Adventures Elevated, a separate business activity. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.

Brandon Dornseif is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at various Wells Fargo entities since 2007, including Wells Fargo Bank NA and Wells Fargo Advisors LLC. 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 approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Geneva Steinway is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, she worked at Zynex Medical, Trompeau Bakery, and Starbucks. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and its use of advanced technologies in portfolio management.

Gwendolyn Yanish is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, she worked at Wells Fargo Advisors and has been associated with Huiting Wealth Management Group since 2013, where she also serves as an officer in supporting roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports a broad advisor network with specialized programs in municipal finance and employer advisory services.

Megan Alfaro is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she held various roles including work with Jefferson County Human Services and positions in hospitality and education sectors. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves a broad client base with discretionary and non-discretionary advisory services.

Koren Vining is a CFP® professional with 25 years of industry experience, currently working with Cetera since 2019. Prior to Cetera, Vining was with Foresters Financial and also owns Ascend Planning Partners LLC. Outside of advising, Vining serves as treasurer of the Denver Christian School Parent Association, has held leadership roles in professional and community organizations, and teaches financial education classes as chapter president for the American Financial Education Alliance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers, operating a multi-manager platform with discretionary and non-discretionary programs.

Joshua Griffin is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Fidelity Investments and its affiliates since 2015. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from mutual funds, ETFs, and ETPs.

Kendra De Lisa is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 66 designation and has worked with firms including Oppenheimerfunds Distributor, Inc. and several Cetera entities since 2019. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and a multi-manager platform to provide discretionary and non-discretionary investment solutions.

Matthew Nichols is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2013, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, and Retirement Solutions Representative. His professional experience is centered on financial consulting and portfolio management. Matthew holds insurance licenses in Arkansas and California. He emphasizes building relationships based on trust and communication, aiming to develop financial plans that align with clients' evolving priorities and family situations. Outside of his professional work, Matthew enjoys comedy, concerts, food, football, and traveling.

Jeffrey Kim is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at CharterUP, New America School Thornton, Earthtreks Englewood, and DSST College View High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, often delegating day-to-day management to sub-advisers and utilizing systematic methodologies.

Andrew Hass is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Fidelity brokerage Services LLC since 2015. Outside of his advisory role, he operates a pet sitting business and serves as Secretary on the Board of Directors for his condominium association. 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Godfrey is a Benefits & Planning Consultant within Executive Services. He collaborates with clients to help them utilize their corporate benefits and build customized financial plans aimed at meeting their unique goals. Forming strong relationships with clients and their families is a priority for him, and he focuses on maintaining trust, reliability, and competency in his work. Matthew's professional experience includes serving as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He brings expertise in benefits utilization and personalized financial planning to his role. Outside of his professional responsibilities, Matthew engages in various personal interests such as social events, playing musical instruments, outdoor adventures including surfing and tennis, and volunteering.

Kyle Duran is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2019. He focuses on helping clients make thoughtful decisions to manage and protect their wealth by providing straightforward education and guidance tailored to their specific financial goals. Before his current role, Kyle worked as a Mortgage Loan Originator at Mac5 Mortgage from 2017 to 2019. His experience in both financial consulting and mortgage lending contributes to his understanding of different aspects of financial planning. Outside of his professional career, Kyle has interests in camping, comedy, and fishing.

Trevor Sebolt is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at technology and retail companies including Splunk and Recreational Equipment, Inc. He is based in Denver, CO. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Mark Owens is a financial advisor at Fidelity with five years of industry experience. He holds the Series 66 and Series 63 designations. Prior to his current role, he has worked in education and community organizations, including Mathnasium of Cherry Hills, Mile High United Way, the University of Denver, and Central United Methodist Church. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios from a broad investable universe, and it also serves as an advisor to multiple registered investment companies and fund-of-funds.

Casey Holechek is a Financial Consultant at Fidelity Investments, a position held since 2026. In this role, Casey focuses on building long-term relationships with clients and their families, partnering with them to work towards their financial goals. Casey has been with Fidelity Investments since 2021, progressing through various roles including Client Relationship Advocate, Investment Solutions Representative, Planning Consultant, and currently Financial Consultant. This experience has provided Casey with a broad understanding of financial planning and investment solutions. Casey holds insurance licenses in Arkansas and California.

Jacob Day is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and has previously held positions with Northwestern Mutual in various wealth management and investment roles. Outside of finance, he worked at NRG Motorsports from 2019 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.