Joseph Jachimiak is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Oppenheimer & Co., New York Life, and as a principal at Jachimiak Peterson, LLC. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by RBC’s broad capital-markets capabilities.

Jacqueline Johnson is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and 65 licenses and bringing 37 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she is involved with Joys Kitchen, a 501(c)(3) organization focused on addressing food insecurity and food waste. RBC Wealth Management serves a diverse client base, including individual and institutional investors, offering customized investment strategies through various advisory programs that combine in-house and third-party managers, with integrated services spanning portfolio management, financial planning, and custody.

Jane Yu is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has worked at Fidelity Investments since 2025 and has been associated with FIDELITY Brokerage Services LLC since 2021. Prior to her career in finance, she was employed at Colorado Springs Orthopaedic Group from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides 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 assets and deliver model portfolios.

Joshua Brungardt is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on building trusted relationships with clients and their families, emphasizing open communication and transparency to help them achieve their financial goals. Prior to his current role, Joshua gained experience at Fidelity Investments in various positions, including Planning & Advice Help Desk from 2022 to 2025 and Investment Solutions Representative from 2020 to 2022. Before joining Fidelity, he worked as a High Net Worth Client Case Representative, Senior Associate at The Vanguard Group from 2018 to 2020. He holds an AR Insurance License. Outside of his professional work, Joshua enjoys family activities, football, hiking, outdoor adventures, pets, and running.

Judith Ritchie is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 license and has worked in various capacities within Cetera-affiliated entities since 2014. Outside of finance, she serves as a health coach for a weight loss program. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program options and third-party managers.

Rachel Tavlarides is a financial advisor with Morgan Stanley Wealth Management, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at JP Morgan Chase Bank, N.A. and J.P. Morgan Securities over a decade before joining Morgan Stanley in 2022. Outside of her advisory work, she has a contractor role with BeautyCounter, a retail and online store. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Noah Hinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and TIAA. Outside of finance, he has experience with 5280 Community Waste Solutions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive services.

Mouhammad Ouedraogo is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at several firms including Bank of America and Thrivent Financial. 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.

Patrick Mullins is a financial advisor with LPL Financial in Englewood, CO, holding Series 63 and Series 65 designations and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, Key Investment Services, Raymond James & Associates, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of finance, he is involved in teaching and performing music through his business, Patrick Mullins Music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting with access to model portfolios and research from both internal and third-party sources.

Dennis Clark is a financial advisor with Cambridge Investment Research Advisors in Littleton, Colorado. He holds the Series 63 and Series 65 credentials and has 42 years of industry experience. Clark has been with Cambridge Investment Research Advisors and its affiliated entity since 2011. He also serves as a board member for Preferred Partners, an office of supervisory jurisdiction. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Catherine Martin is a Financial Consultant at Fidelity Investments, where she currently specializes in co-creating financial plans with clients to help them pursue success. She has been with Fidelity Investments since 2020, progressing through roles including High Net Worth Service Associate and Workplace Planning Consultant before assuming her current position in 2024. Prior to joining Fidelity, Catherine worked as a Financial Representative at Mint Financial Strategies from 2016 to 2020. She holds insurance licenses in Arkansas and California, supporting her work in financial consulting. Outside of her professional career, Catherine enjoys biking, cooking and baking, fitness, hiking, kayaking, and music.

Michael Burke is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and 10 years of industry experience. His career includes multiple roles at Fidelity in various capacities since 2013, as well as a position at Carvana from 2020 to 2021. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including funds and model portfolios delivered to intermediary platforms.

John Turner is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Robinhood in various capacities since 2020. Outside of his advisory role, he is a certified public remote notary. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Andrew Goldberg is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Goldberg is also the sole proprietor of West Dover Associates, an investment-related business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Ali Yousaf is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameriprise Financial Services since 2011, following roles at First Allied Securities and Capital Investment Management. Yousaf is also involved in independent insurance brokering and annuity services with Prudential, ING, and AXA Equitable. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written retirement income recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Daniel Miele is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Workplace Planning Consultant, and Financial Consultant 1. Daniel holds insurance licenses in Arkansas and California. He focuses on partnering with clients to create holistic financial plans that align their personal values and goals with their financial strategies. Outside of his professional work, Daniel enjoys spending time at the beach, playing board games, golfing, watching movies, playing soccer, and traveling.

Jack Scherer is a Financial Advisor at UBS Financial Services with the Series 66 designation and no prior industry experience. His work history includes roles at UBS Financial Services, Arrowhead Golf Course, Indiana University, and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Terrance Nugent is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he advises his son on managing a sports-related LLC that receives endorsement income. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Veronica Alvarez is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2021. In this role, she focuses on coaching and developing associates while assisting executives in creating durable financial plans. Veronica emphasizes building lasting relationships with executives and utilizing a comprehensive wealth planning approach to deliver strategies that empower clients and enhance associates' skills. Prior to her current role, Veronica served as Associate Branch Leader at Morgan Stanley from 2017 to 2021. Her professional experience centers on leadership and executive financial services. Outside of her professional responsibilities, Veronica enjoys camping, family activities, outdoor adventures, and exploring food, as well as spending time with her pets.

Veronica Russell is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles in advising registered investment companies, use of AI and algorithmic methods in research, and formal governance procedures.