Mingmar Sherpa is a financial advisor at Cetera with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked with firms including Fidelity Brokerage Services and First Allied Securities. Outside of finance, he is the owner of a small DIY crafts business. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and varied program structures.

Austin Healy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and at The Vanguard Group from 2018 to 2019. Healy serves as President of a homeowners association in Edgewater, Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Valory Mier is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Valory worked at American Financing Corporation and Cherry Creek Mortgage Co. No additional outside activities are noted. Fidelity's Strategic Advisers LLC, where Valory is based, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

Benjamin Burrows is a financial advisor with Raymond James & Associates in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James in 2019, he worked at S&P Global for five years. He serves as a board member and finance/investment committee member of the Cherry Creek Schools Foundation, a nonprofit organization. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

John Booren is a financial advisor with LPL Financial in Greenwood Village, Colorado, holding the Series 66 designation and 14 years of industry experience. He previously worked with Prosperion Planning, LLC from 2016 to 2020. Outside of his advisory role, he is an author with a book available on Amazon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.

Jessie Smith is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Jessie held various roles across education, retail, and gig economy companies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jack Pierre is a financial advisor at Edward Jones in Denver, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Pruco Securities LLC and The Prudential Insurance Company of America, as well as positions at the University of Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Ryan Molloy is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2019, following prior roles at Bank of America and Merrill. Molloy also operated Ryan Financial Inc. for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside various model portfolios and research resources.

Thomas Finnerty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. His prior work includes roles in public service with the U.S. House of Representatives and Monroe County Parks Department, as well as positions in hospitality and education. Fidelity's Strategic Advisers LLC serves a diverse client base, including retail and institutional investors, offering services such as discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool management and model portfolio delivery.

Carrie Aburto is a CFP® professional with 20 years of experience in financial advising, currently with LPL Financial since 2009. Prior to her current role, she worked at Core Wealth Management from 2013 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Christopher Bowland is a financial advisor with Edward Jones in Greenwood Village, CO, holding the ChFC® designation and a Series 66 license. He has eight years of industry experience, including eight years at Logic Integration prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide, with approximately $1.01 trillion in assets under management.

Juan De Dios Hernandez is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, he held roles in various companies including T-Mobile US Inc and Best Buy Co Inc. Outside of finance, he is involved in music distribution as an individual recording artist. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies to construct model portfolios.

Dione Jones is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, Jones worked at Cherry Creek Mortgage and Gateway First Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and manages model portfolios for intermediary platforms.

Kyle Schaffer is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop comprehensive wealth planning strategies focused on their goals and priorities. Kyle emphasizes the importance of financial education and is dedicated to helping clients grow, manage, and protect their wealth. Prior to joining Fidelity Investments in 2025, Kyle held positions as a Lead Sales Consultant at T. Rowe Price from 2018 to 2025 and as an Internal Wholesaler at Jackson National from 2014 to 2018. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kyle engages in activities such as biking, cooking and baking, family activities, fitness, attending social events with friends, and solving puzzles.

Susie Kaufman is a financial advisor with Wells Fargo Advisors in Denver, CO, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche offerings such as business-owner transition and special-needs analysis, and delivers tailored recommendations using proprietary research and planning tools.

James Obrien is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Ameriprise since 2016. Obrien serves on the Board of Directors for the Legacy Society. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with tax-aware withdrawal strategies and ongoing advice.

Jason Yevak is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and three years of industry experience. His work history includes roles at Fidelity since 2023 and entrepreneurial experience operating a pet sitting business from 2012 to 2019. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also manages multiple registered investment companies and delivers model portfolios using AI and algorithmic methods.

Susan Hunter is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC since 2006. Hunter is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and overlays distinctive features such as commodity pool operation and the use of AI tools in research.

Judith Yeoman is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at Merrill, Edward Jones, Fidelity Brokerage Services, and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

David Mitchell is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Empower Retirement, the State of Colorado, and TIAA-CREF. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment products including insurance-related vehicles and bank deposit sweep options.