Brent Buckley is a Vice President, Financial Consultant at Fidelity Investments, where he partners with clients and their families to help them define and work toward their personal definition of financial success. He has been with Fidelity Investments since 2013, progressing through various roles including Financial Representative, High Net Worth Full Trader, Retirement Solutions Representative, Retirement Relationship Manager, Planning Consultant, and Financial Consultant before assuming his current position in 2025. Brent holds insurance licenses in Arkansas and California. Outside of his professional role, he enjoys biking, hiking, photography, running, skiing, and traveling.

King Cavalier is a financial advisor at Raymond James Financial, holding a Series 66 credential with 15 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors for five years. Outside of his advisory role, he is president of Eight Winds LLC, a support company related to his affiliation with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning and consulting tailored to client goals, using risk profiling and analytical tools, and supports municipal and public finance work uncommon among large institutional advisors.

Toni Elliott is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 16 years of industry experience. Prior to joining Schwab in 2020, she worked at E*TRADE Securities LLC and Oppenheimerfunds Distributor Inc. Outside of her advisory role, she owns two small businesses: an e-commerce drop shipping firm and a company that creates and delivers cheese and meat boards. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with centrally integrated custody and brokerage services.

Emily Wentworth is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2016. Previously, she spent five years with Young Living. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management alongside financial planning and custody services. The firm is notable for its scale, integrated structure, and a combination of advisory models supported by centralized operations.

Susan Cattand is a financial advisor at Morgan Stanley with six years of industry experience. She holds Series 65 and Series 63 licenses and previously worked for Janus Henderson in various roles from 2007 to 2025. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers diversified services including relationships with investment companies, private funds, and structured-product activities.

Neil Haller is a financial advisor at Charles Schwab with 25 years of industry experience. His prior roles include positions at TD Ameritrade and Scottrade. Outside of his advisory work, he owns and manages rental properties. Charles Schwab 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 solutions supported by centralized custody and a wide range of advisory resources.

Andrew Brest is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His work history includes roles at Charles Schwab & Co., Charles Schwab Bank, Fidelity Investments, Thrivent Investment Management, Lithia Motors, the Department of Defense, and Ponderosa High School. 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 management using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Robert Rothe is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. Outside of his advisory role, he serves on the board of Turnbuckle Distilling, a spirits company based in Broomfield, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and delivers tailored recommendations using proprietary research and tools.

Joseph O'Connor is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and several other companies. Outside of finance, he is engaged in dog walking and pet sitting as an independent contractor. Fidelity, through its Strategic Advisers LLC division, 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.

Zoe Dierks is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, she held various roles in the food and hospitality sectors, including positions at Vibe Foods and Tailgate Tavern and Grill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and investment research resources.

David Fritz is a financial advisor with Morgan Stanley Wealth Management in Greenwood Village, CO, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as an officer in a real estate-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides advisory programs and tailored financial planning to individuals and institutions, utilizing structured planning tools and a broad range of investment and financial services.

Brent Van Heel is a financial advisor with Ameriprise in Castle Pines, CO, holding a Series 66 designation and 18 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Van Heel serves on the Board of Directors for Just Cause Charity. Ameriprise is a large institutional firm that offers retirement-income planning services primarily for individuals with substantial investable assets. Its approach combines research, modeling, and tax-efficient strategies, delivering written recommendations through a centralized consulting team in partnership with client advisors.

Laura Berg is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 63 and Series 66 credentials and has previously worked at Cadaret Grant & Co., Inc., Fidelity Brokerage Services LLC, and Centaurus Financial, Inc. In addition to her advisory work, she is the owner of Laura Berg Creative, LLC and SLR Nelson LLC, both non-investment related businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs including model portfolios, retirement plan consulting, and brokerage services.

Nathan Wankel is a CFP® certificant with two years of industry experience, currently serving at Charles Schwab in Lone Tree, CO. His prior work includes roles at Charles Schwab Bank and New Heights Investment Group, among other positions outside the financial sector. 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 advice and access to discretionary separately managed accounts, supported by centralized custody, brokerage, and alternative investment due diligence.

Bohdan Tostanoski is a financial advisor at Charles Schwab & Co., Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has prior work experience at Fidelity Investments and Allied Universal. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of wrap fee advisory, brokerage, custody, and financial planning services through its integrated wealth management programs. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with ongoing investment reviews.

Sean Flood is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Fidelity Brokerage Services, Envirotech Services, Wing Shack, and Blenkhorn Financial Planning, as well as multiple positions at the University of Northern Colorado and Manitou Cliff Dwellings. 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 combines fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios with oversight of sub-advisers and leveraging systematic methodologies for long-term asset allocation.

Carter Luery is a Financial Consultant at Fidelity Investments, where he has been working since 2026. He assists clients in planning and working towards their financial goals. Prior to his current role, Carter served as a Planning Consultant at Fidelity Investments from 2024 to 2026. He also gained experience as an Investment Solutions Representative II from 2022 to 2024 and as an Investment Solutions Representative from 2020 to 2022, all within Fidelity Investments. Carter holds an Arkansas Insurance License, enabling him to provide insurance-related financial advice. Outside of his professional work, he has interests in comedy, football, golf, and movies.

Paul Osckel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in public service roles at the City of Lakewood and Clear Creek County. Outside of his advisory work, he provides home health care for his son under a state-supported program and rents a family-owned travel trailer to the public. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning across a range of topics. The firm’s approach separates planning from managed-account services and does not accept discretionary trading authority for its planning engagements.

Kenneth Carlson is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity Brokerage Services since 2013. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various fund structures.

Jack Dietel is a financial advisor at Fidelity with six years of industry experience and holds a Series 66 designation. His prior work includes roles at Fidelity Investments and the University of Colorado, as well as a position at Goddess Garden Organics LLC. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.