Mark Rowe is a Financial Consultant currently working at Fidelity Investments since 2026. He has built his career in the financial services industry, previously holding roles at Charles Schwab & Co. Inc. from 2016 to 2026, progressing from Licensed Financial Representative to Associate Financial Consultant, and then to Financial Consultant. Mark's professional approach emphasizes education and personalized client engagement, adopting a holistic perspective that focuses on the client and their loved ones to address their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Mark has interests in baseball, concerts, food, football, pets, and traveling.

Erik Larson is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank since 2024. His prior roles include positions at Travis Henderson State Farm and Rocky Mountain Cancer Centers. 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 multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Bernard Lau is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. 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 institutional accounts.

Scott Shuler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Raymond James and Morgan Stanley. His current tenure at Wells Fargo Advisors began in 2026 following multiple prior roles within Wells Fargo and its affiliates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to deliver tailored recommendations, with clients deciding how to implement them through various programs.

Michael Larsen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, Larsen is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Rames is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Alexander Kagan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the Sachem's Head Yacht Club and Guilford Racquet and Swim Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

James Hare is a CFP® with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 utilizes research and analytics from its Investment Institute alongside third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Destiny Morales is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Their prior work includes positions at FYM Financial, Assurance, and a nine-year tenure at US Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services ranging from discretionary portfolio management to fund advisory and uses systematic methodologies to build model portfolios from mutual funds, ETFs, and ETPs.

Michael Kohn is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through several positions including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. Michael focuses on partnering with clients to help them work toward their financial goals through comprehensive planning. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael has personal interests in football, golf, hiking, pets, skiing, and traveling.

Sean Willitts is a financial advisor with Stifel, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors and has held various positions in education and banking. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group.

Scott Rose is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silverhawk Asset Management, LLC, Agh Capital, LLC, and Independent Financial Group, LLC. Rose is also president of Summit Business Advisors LLC, a consulting and coaching business that is currently inactive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers planning in areas such as retirement, tax, estate, and business continuation, with options to combine planning and managed accounts under consolidated billing.

Ilona Slavkin is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006 and concurrently at BMH CORP. since 2017. Charles Schwab & Co., Inc. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and formal alternative investment processes.

Hayley Tuggle is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB since 2020, with prior experience at University of Kansas Athletics. 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 centralized operational structure supporting its large client base.

Justin Buenaventura is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Holthouse, Carlin, & Van Tright LLP and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Logan Fair is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Outside of finance, he contributes original artwork to Getty Images. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.

Laura Olmedo is a financial advisor with Mass Mutual Investors Services in Denver, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior experience includes roles at Five Peaks Capital Group, Eagle Strategies, and New York Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, using firm-approved tools to provide goal-based recommendations through ongoing collaborative relationships.

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.

Tyler Wofford is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 credential and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and US Bank. Prior to his advisory roles, he was involved with That's Natural Marketing and Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

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.