Brandon Wann is a financial advisor with LPL Financial in Denver, Colorado, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Alliant Credit Union, Presidential Brokerage, Inc., and Householder Group Estate & Retirement Specialists. Outside his advisory role, he is also licensed as a non-variable insurance agent offering life, long-term care, fixed annuities, and Medicare supplement plans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting through a large national network of investment adviser representatives.

Alexis Berra is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 license. Prior to joining Fidelity, Alexis worked in the Jefferson County School District and was involved with community organizations including the Columbine West Civic Association and Foothills Park and Recreation District. Alexis also operated a home daycare business for two years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies.

Clint Derose is a financial advisor with Raymond James Financial in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Wells Fargo Advisors and operates his own business, C.M.DeRose Wealth Services LLC. 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 institutional clients. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting to client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Thomas Mills is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2013. Outside of his advisory work, he serves as Chairman of the Board for Denver Kids, a child welfare organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of investment products and research-driven strategies.

Thomas Williams is a CFP® with 21 years of industry experience, currently with Wells Fargo Advisors in Denver. He has been with Wells Fargo entities since 2009, including Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Williams is a co-author of investment-related publications focused on cryptocurrency and sentiment analysis. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm combines proprietary research and planning tools with multiple product and referral channels to deliver customized recommendations and solutions.

Stephanie Dalton is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley, Wells Fargo Advisors, and Wells Fargo Bank. She is also affiliated with Vectra Bank in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, financial planning, and retirement consulting, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Erik Sorenson is a CFP® and ChFC® with 20 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., having joined in 2025 after 16 years with LPL Financial, LLC. Sorenson is a partner and passive owner of a barbershop business in Centennial, Colorado. 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 institutional clients. The firm offers non-discretionary planning and investment consulting tailored to client goals and supports clients through various advisory programs and institutional consulting.

Chelsea Schutte is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She supports clients with holistic financial planning needs, focusing on building lasting relationships based on trust and understanding each individual's goals and values. Her experience at Fidelity Investments spans several roles, including Help Desk positions in both Wealth Management Services and High Net Worth divisions, as well as Wealth Management Service Specialist II and High Net Worth Trading Associate. This progression reflects her growing expertise in wealth management and client support. No additional information about education, credentials, personal interests, or community involvement was provided.

Dakota Lewis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2018. 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 its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Gregory Kennedy is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and has prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analyses such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and Corporate Financial Planning agreements.

Robert Shedd is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 66 designations and 16 years of industry experience. His prior work includes positions at U.S. Bancorp Investments, Inc. and First Tech Federal Credit Union. He is also associated with Addison Avenue Investment Services, where he provides financial advice to credit union members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting methodologies and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Graham is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior positions include roles at Key Investment Services LLC, KeyBanc Capital Markets Inc., and Waddell & Reed. In addition to his advisory work, he is involved with Vectra Wealth Advisors and serves as a relationship manager in wealth and fiduciary services. 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 various advisory programs, financial planning, and retirement consulting, incorporating model portfolios, third-party research, and technology-driven strategies.

Brett Houck is an Investment Solutions Representative III at Fidelity Investments. In this role, he collaborates with clients to understand their unique needs, earn their trust, and co-create plans to achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles including Customer Relationship Advocate, Stock Plan Associate, Stock Plan Consultant, and currently, Investment Solutions Representative. His professional experience encompasses client service and stock plan consulting within Fidelity Investments, accumulated over multiple roles since 2021. Brett's approach focuses on building trust and tailoring financial strategies in partnership with his clients. Beyond his professional work, Brett has personal interests in bowling, outdoor adventures, pets, skiing, and traveling.

Steven Gallegos Jr. is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior work history includes positions at Wells Fargo Clearing and Wells Fargo Bank. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Paul Shaddock Jr. is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked in various capacities within Fidelity, including Fidelity Brokerage Services, 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 registered investment companies and charitable funds. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Michael Grodek is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at various divisions within JPMorgan Chase since 2013. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its Institutional Consulting Services program.

Joseph Caras is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been associated with various Fidelity entities since 2010, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to diverse clients, including retail and institutional investors, utilizing a process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a commodity pool operator and provides model portfolios with oversight to address potential conflicts of interest.

James Dwyer is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has a diverse work history including roles at Amazon, United Postal Service, and Fair Winds Logistics. Outside of advising, he works as a delivery driver for Uber Eats. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios utilizing mutual funds, ETFs, and ETPs.

Samantha Stringer is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2024. She has held roles at firms including I.M. Financial, Merit Financial Group LLC, LPL Financial, Fidelity Brokerage Services, and Waddell & Reed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Johnathan Newcomb is a financial advisor with Mass Mutual Investors Services in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to entering financial services, he worked for VIO Med Spa and Clear Creek Endodontics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations typically focused on investment categories and strategies.