Shauna Crawford is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and 15 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Renee Evashkevich is a financial advisor with LPL Financial in Greenwood Village, CO. She holds a Series 66 designation and has approximately three years of experience, including prior roles at Team K Services and River West Christian Church. LPL Financial is a national investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a broad network of advisers. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management alongside diverse investment strategies and technology-driven solutions.

Eva Sitinjak is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Her prior work includes roles across Fidelity Brokerage Services LLC and other diverse positions in retail and marketing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves multiple registered investment companies and delivers model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Spencer Berends is a financial advisor with Fidelity Investments, holding a Series 66 designation. He has one year of industry experience, having joined Fidelity in 2025. Prior to entering the financial advisory field, his career was primarily in the hospitality industry across various roles and companies. 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 employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of portfolios and serves as an advisor to multiple registered funds.

Jonah Freund is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His background includes roles outside finance, such as work at Sunfridge Brewery, Yale School of Medicine, and Syracuse University Ambulance. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

Adam Clarke is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. He has worked at Charles Schwab since 2008, including a nine-year tenure at Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment options supported by a large, integrated infrastructure and centralized services.

Matthew Koth is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with the Westminster Soccer Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Rockford Wirth is a financial advisor at Charles Schwab with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Brokerage Services, JPMorgan Chase, and TD Ameritrade. Charles Schwab 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, combining non-discretionary advisory with access to discretionary separately managed accounts and alternative investment offerings.

Tse Heng Chan is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Fidelity, Chan held various roles including ownership of an online e-commerce business, one6eight LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios.

Crosby Tague is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TIAA-CREF and PIN Business Network. Charles Schwab 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 a multi-asset investment approach supported by in-house research and alternative investment options.

Andrew Espinosa is a Financial Consultant at Fidelity Investments, where he partners with investors to co-create financial plans aimed at building confidence in their financial futures. He has been with Fidelity Investments since 2020, progressing through roles from Customer Relationship Advocate to his current position as Financial Consultant. His experience at Fidelity includes positions such as Investment Solutions Representative, Investment Management Consultant I and II, and Financial Consultant I. Andrew holds insurance licenses in Arkansas and California. Outside of his professional work, Andrew enjoys attending concerts, fishing, fitness activities, exploring food, snowboarding, and traveling.

Michelle Slagell is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimerfunds Distributor, Inc. for 20 years and Invesco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Rowe is a Financial Consultant currently working at Fidelity Investments since 2026. He has built his career in the financial services industry, previously holding roles at Charles Schwab & Co. Inc. from 2016 to 2026, progressing from Licensed Financial Representative to Associate Financial Consultant, and then to Financial Consultant. Mark's professional approach emphasizes education and personalized client engagement, adopting a holistic perspective that focuses on the client and their loved ones to address their financial goals. He holds an Arkansas Insurance License. Outside of his professional work, Mark has interests in baseball, concerts, food, football, pets, and traveling.

Erik Larson is a financial advisor at Charles Schwab with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank since 2024. His prior roles include positions at Travis Henderson State Farm and Rocky Mountain Cancer Centers. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Bernard Lau is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill, along 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, and institutional accounts.

Scott Shuler is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Raymond James and Morgan Stanley. His current tenure at Wells Fargo Advisors began in 2026 following multiple prior roles within Wells Fargo and its affiliates. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and uses proprietary research and tools to deliver tailored recommendations, with clients deciding how to implement them through various programs.

Michael Larsen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, Larsen is involved in managing rental properties jointly owned with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Aaron Rames is a financial advisor at Fidelity with 8 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Waddell & Reed. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Andrew Halverson is a financial advisor at Edward Jones in Greenwood Village, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Hotel Engine for eight years and owns Halv Enterprises LLC, a business involved in a peer-to-peer car sharing network where he oversees vehicle operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and maintains a large nationwide network of advisors and branch offices.

Alexander Kagan is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at the Sachem's Head Yacht Club and Guilford Racquet and Swim Club. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.