Michael Reither is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. His prior work includes eight years at RBC Capital Markets and six years at Wells Fargo Advisors LLC. Outside of his advisory role, he is the managing member of Regal Roses LLC, where he oversees rental property management activities. 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, offering a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts.

Carah Mcauliff is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2017. Her prior experience includes roles at Northwestern Mutual, Centura Health, Vera Bradley, and the University of Denver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary management along with model portfolios constructed from mutual funds, ETFs, and ETPs.

Robyn Goodenow is a financial advisor with Edward Jones in Parker, CO, holding CFP®, ChFC®, and Series 66 credentials, and has five years of industry experience. Prior to joining Edward Jones in 2020, she worked at Pure Romance for 13 years. Outside of her advisory role, she is a property owner in Fountain, CO. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a network of more than 23,700 advisors. The firm offers a range of investment advisory programs and maintains affiliated capabilities beyond advisory services, including a trust company and proprietary mutual funds.

Josh Gableman is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2022, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant I and II, before his current position starting in 2024. His professional experience centers on investment consulting and workplace planning. Josh holds an Arkansas Insurance License, supporting his work within the financial services sector. He focuses on collaborating with clients to develop personalized financial plans tailored to their individual goals and challenges, emphasizing trust and transparency in client relationships. Outside of his professional role, Josh's personal interests include biking, camping, hiking, running, swimming, and caring for pets.

Carol Lawson is a financial advisor with OSAIC in Denver, CO, holding a Series 66 credential and 22 years of industry experience. Prior to joining OSAIC in 2025, she worked at Lincoln Financial Advisors for nine years. Outside of her advisory role, Lawson manages LEAFY LAWSON, LLC, a business focused on selling and growing indoor plants online and at farmers markets. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, utilizing various portfolio construction tools and third‑party platforms.

Lauren O'Donnell is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of her advisory role, she is also a self-employed video game streamer based in Denver. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios across a range of investment vehicles.

Penny Bartlett is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational infrastructure.

Ryan Leahey is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity and its related entities since 2012. Outside of his advisory work, he assists in managing his wife's at-home art studio and website, which sells fine art. Strategic Advisers LLC, a Fidelity Investments company, 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 deliver model portfolios consisting of mutual funds, ETFs, and ETPs.

Brenton Jakins is a financial advisor at Fidelity with 4 years of industry experience. He holds the Series 66 designation and has served as CEO of Bento Creative, a cardboard packaging production company. Prior to joining Fidelity, his background includes roles in various companies and educational settings. 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 systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Michael Hyzny is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Morgan Stanley Smith Barney LLC, and Pensco Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and combines brokerage and advisory solutions supported by in-house and third-party research.

Ronald Hooper is a financial advisor at Charles Schwab in Lone Tree, Colorado, with 17 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 options, using multi-asset model portfolios and due diligence on alternative investments within an integrated, large-scale operational structure.

Simon Barshay is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Zynex Medical and several other companies before joining Fidelity. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a variety of portfolios, including multi-manager and fund-of-funds structures.

Daniel Mayer is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 44 years of industry experience. His career includes long-term roles at Cetera Wealth Services, self-employment in financial services since 1991, and work in the life insurance sector dating back to 1981. He also operates as an independent insurance agent focusing on life, accident, health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Joseph Halpin is a CFP® professional with 12 years of industry experience, all of which has been with Edward Jones since 2014. He holds the Series 66 designation and is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and other investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Valeria Lopez is a financial advisor with Strategic Advisers, Inc., a Fidelity Investments company, where she has worked for 11 years. She holds Series 63 and Series 66 licenses. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it is noted for its role as a commodity pool operator and advisor to multiple registered investment companies.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Maria Solis is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Prior to her current role, she has worked in various organizations, including DoorDash and Denver Public Schools. Outside of her advisory work, she is also employed as a babysitter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Travis Loock is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Loock is a 50% co-owner of an optometry office, Loock Perfect Image Eyecare, in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and services through a nationwide network of financial advisors.

Jennifer Cuce is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management teams to develop comprehensive financial plans tailored to clients' present and future needs. She focuses on establishing strong relationships through communication and understanding to support clients in achieving their financial objectives. Jennifer has been with Fidelity Investments since 2020, progressing through roles including Central Relationship Advocate, High Net Worth Associate, and Central Relationship Manager before assuming her current position in 2023. Her experience encompasses various aspects of wealth management and client relationship management. Outside of her professional responsibilities, Jennifer enjoys activities such as spending time at the beach, engaging in family activities, socializing with friends, caring for pets, running, and traveling.

Eric Rupp 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 2018, as well as CIG Financial Services prior to that. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in commodity pool operations, fund advisory, and model portfolio delivery.