Mark Mcculloch Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has previously worked at Morgan Stanley and founded Evergreen Wealth Management, where he serves as CEO. In addition to his advisory role, he is an independent contractor with Prevender Financial Services. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dylan Gould is a financial advisor with Fidelity, holding a Series 66 designation and five years of industry experience. His previous roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and The Jager. Fidelity’s Strategic Advisers LLC, where he is based, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund advisory, and manages model portfolios delivered to intermediary platforms.

Owen Weber is a Series 66-licensed financial advisor with Fidelity in Lakewood, CO, bringing three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles for multiple registered investment companies.

Nathan Smith is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 63 designation and has worked at Fidelity Brokerage Services since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Ian Nicholson is a financial advisor at Fidelity with six years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following roles at Bank of America and Merrill. His background includes diverse positions outside finance, such as with Lexington Legends Baseball and Indianapolis Motor Speedway. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, deploying model portfolios consisting of mutual funds, ETFs, and ETPs.

Shawn Irwin is a financial advisor at Fidelity with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at Fidelity Investments since 2024. His prior work history includes positions at WR Grace, Trinity Consultants, and Evonik Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Sharon Rusin is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and having four years of industry experience. Prior to joining Morgan Stanley in 2022, she worked for Denver Public Schools from 2016 to 2022. Outside of her advisory role, she manages a rental property as a sole proprietor. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and proprietary investment models in its financial planning process.

Kevin Pater is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies, employing systematic methodologies and AI-driven research tools.

Jennifer David is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has previously worked at Robert Half and Associates Office Team and Presidential Wealth Management / Forta Financial. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products while operating under a fiduciary standard.

Stephen Maloney is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized offerings such as an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Jessica Reid is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2021 and has held various roles including Planning Consultant and Investment Consultant. Prior to joining Fidelity, she was a Registered Person at Vanguard Group from 2019 to 2021. Jessica's work focuses on assisting clients in pursuing their financial goals by building relationships and analyzing their overall financial picture to develop financial strategies. She holds insurance licenses for Arkansas and California.

Sydney Bornstein is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Sydney worked at firms including Upstream Investment Partners, MassMutual, Prudential, S&P Global, KPMG, IBM, and iHeartMedia Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research from LPL Research and third-party subadvisors, with both discretionary and non-discretionary management options.

Lauren Hernandez currently serves as a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has multiple years of experience within Fidelity Investments, progressing through roles including Planning Consultant, Wealth Management Service Specialist I, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 onward. Lauren holds insurance licenses in Arkansas and California. Her approach to financial consulting emphasizes building unique relationships, maintaining open communication, and transparency throughout her process. Outside of her professional career, Lauren enjoys outdoor activities such as camping, fishing, football, lake-related pursuits, outdoor adventures, and traveling.

Karl Slivon is a financial advisor at Stifel with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Stifel in 2020, he worked at Wells Fargo Securities and several other firms. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Amanda Soucie is a financial advisor at Fidelity with four years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Fidelity, she worked at Alliance Data and Nordstrom FSB. Outside of her advisory role, she manages a small side business selling honey. Fidelity’s affiliate, Strategic Advisers LLC, 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 diversified portfolios.

Nicholas Anderson is a CFP® professional with 17 years of industry experience, currently serving at Ameriprise in Denver, CO. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory work, he is writing a book titled *Modern Day Nirvana: Lead with Health to Create Financial Independence*, which includes planned website and social media activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Justin Dicken is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. since 2004, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Brymer is a financial advisor with Equitable Advisors in Greenwood Village, Colorado. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including five years at AXA Advisors LLC. Brymer serves as a board member for the Global Initiative For Talented Students and is an advisory committee member for the digital marketing program at Texas A&M University-Texarkana. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of advisory models and third-party asset managers to deliver its services.

Julia Oh is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at Sigma Financial Corporation, Wells Fargo Clearing, and Charles Schwab & Co., Inc. Outside of advisory work, Oh is involved in tax preparation and client relationship management through Upstream Tax Partners and holds notary credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Dwayne Walker is a financial advisor with Fidelity, holding the Series 66 and Series 63 designations and five years of industry experience. His prior work includes roles at T. Rowe Price and Wide Open West (WOW!). Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.