Patricia Weeks is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, she was self-employed and operated a baking business in Denver, Colorado, where she baked and decorated cakes for clients. Fidelity, through its affiliate Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios including multi-manager and fund-of-funds structures and employs systematic methodologies and oversight controls in its investment process.

Amado Delgado Manzanares is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he held roles at LPL Enterprise, The Prudential Insurance Company of America, and Starry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 advisors and offers both brokerage and advisory solutions.

Wayne Windholz is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at E*TRADE Capital Management, E*TRADE Securities, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a range of clients, including retail and institutional investors, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various fund structures and model portfolios and employs systematic methodologies and oversight to address conflicts of interest.

Aaron Storiale is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to his current role, he was employed at Insur Group and King Soopers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a mix of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.

Chester Wallace Jr. is a financial advisor with LPL Financial in Englewood, CO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Securities America Advisors, Inc. and Securities America, Inc. from 2008 to 2020 before joining LPL Financial in 2020. Outside of his advisory work, he is involved with several business entities related to tax and investment purposes. 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 offers a range of advisory programs, financial planning, and retirement consulting services with both discretionary and non-discretionary management options supported by proprietary and third-party research.

Josh Moffatt is a CFP® professional with 26 years of industry experience, currently affiliated with Charles Schwab in Lone Tree, Colorado. He has worked at Charles Schwab since 1999 and has experience with related entities including Charles Schwab Bank. Outside of his advisory role, he is involved with two private limited liability companies, ESJ 418 LLC and 9700 Wagon Trail LLC. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment programs.

Daniel Mozer is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Zions First National Bank/Vectra Bank Colorado and Bank of Colorado, and has prior experience with Raymond James Financial Services. Mozer also serves as a relationship manager for wealth and fiduciary services at ZB, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Logan Van Wyk is a financial advisor at Equitable Advisors with Series 66 credentials and one year of industry experience. His prior work history includes roles outside the financial sector, such as positions at Top Golf and Papa Johns. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Broderick Robbins is a Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2023, he works with a range of private clients and institutional organizations, delivering disciplined financial guidance to help clients make informed decisions with clarity and confidence. Broderick provides expertise in areas such as retirement planning, business succession strategies, investment planning, concentrated stock management, workplace plan optimization, college education planning, divorce transition planning, executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, and personal retirement planning. He focuses on aligning complex financial elements into a cohesive framework to support clients' long-term financial goals. He holds a dual bachelor's degree in Economics and Finance from the University of Delaware and possesses professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Broderick participates in professional organizations such as the Cherry Creek Chamber of Commerce, Global Spine Outreach, Leadership Denver Program, and NuVasive Spine Foundation, and is involved in community initiatives including Global Spine Outreach, Helen Diller Vacation Home for Blind Children, and the NuVasive Spine Foundation.

Linda Bailey is a financial advisor with Merrill, holding a Series 66 designation and 20 years of industry experience. She has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013 and also works with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Miranda Ravin is a financial advisor at Fidelity with 25 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services, LLC since 2019. Her prior experience includes roles at OppenheimerFunds, Distributor, Inc., and operating as a self-employed advisor. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Stephen Moran is a financial advisor with Merrill in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Merrill since 2015. Outside of his advisory role, Moran serves as a Commissioner on the Greenwood Village Planning & Zoning Board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Benjamin Harvey is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Stanley Black and Decker and was involved with Top Hat Valet / Kwik Park. 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, utilizing multi-asset model portfolios and a centralized operational structure.

David Rhode is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with RBC Capital Markets since 2009. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile and investment preferences.

William Simmermon is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Woodbury Financial Services and M Financial Group. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Bryce Brandvold is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity, he was involved with Ocumulgee Brewpub and Chick-Fil-A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, with oversight controls and a focus on addressing conflicts of interest.

Baron Schwaninger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Merrill and Charles Schwab & Co., Inc. Outside of his advisory role, he also works part-time as a food delivery driver in Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

William Larkin Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he has been a basketball official since 2010. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various asset classes.

John Giacobbe Jr. is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 1991. Merrill, together 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, pension plans, corporations, and charitable organizations.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.