Nick Selfridge is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He collaborates closely with clients and their families to develop comprehensive financial plans aimed at simplifying their finances and supporting their long-term financial goals. Nick emphasizes building lifelong relationships with his clients to effectively create, implement, and monitor their financial strategies. Prior to his current position, Nick held several roles within Fidelity Investments, including Investment Consultant (2022-2023) and various levels of Workplace Planning Consultant between 2021 and 2022. He also worked as an Anti-Money Laundering Contractor for Robinhood Financial through AppleOne Employment Services in 2020. Outside of his professional work, Nick has personal interests in activities such as beach outings, fishing, football, golf, and spending time with pets.

Carter Dammen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, as well as having a long tenure with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and committee-driven return estimates.

Dylan Gray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Edward Jones since 2021 and previously spent six years at Stifel Nicolaus & Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

John Hiles is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee's Secular Return Estimates and Monte Carlo simulations.

Noel Wickwar is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2009, as well as prior experience at Citigroup Global Markets and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs for individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Garet Hickman is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for eight years and Financial West Group for one year. He is also involved in tax preparation and accounting through his business, Cleo Hickman, Inc., and has longstanding affiliation with Catholic Health Initiatives - Centura Health - Flight For Life since 2000. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing a range of investment strategies.

Emily Harris is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 18 years of industry experience. Her career includes over two decades at Capital Resource Group, followed by roles at Summit Financial Group and Securities America Advisors before joining LPL Financial in 2018. She is also a notary public in Littleton, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional services supported by technology and a broad network of over 22,800 advisors.

Kimberly Grandinetti is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory and consulting roles at firms including Transamerica Financial Advisors and World Financial Group. She has also led KAG Consulting LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and a diverse suite of investment strategies.

Chad Stimpson is a CFP® and Series 66-registered advisor with Equitable Advisors in Denver, CO, with nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and was employed at BB King's Blues Club for two years. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Aidan Cabraja is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at Amazon and spent time in academic roles at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Summer Verdugo is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Stifel Nicolaus. Outside of her advisory role, she owns and operates SUMoutdoorAdventures, an e-commerce business focused on design. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner guidance and online tools, offering a range of discretionary and non-discretionary investment solutions.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.

Candace Allen is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various roles since 2009. Outside of her advisory work, Allen serves as a power of attorney and trustee for family trusts and estates. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines research and planning tools with flexible implementation options, serving clients who meet specific net-worth criteria.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment approach.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held positions in healthcare, including roles at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and investment services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.