James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Kyle Bell is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Ed Bozarth Chevrolet Company, INC. from 2011 to 2018. Outside of his advisory role, he has an investment interest in Perform X Training Systems, a sports training business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Sullivan is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he partners with families to tailor wealth plans that reflect their goals and aspirations. Prior to joining Fidelity Investments, John served as a Private Client Advisor at Schwab Private Client Investment Advisory, Inc. from 2014 to 2021. He began his career in the financial services industry as an Associate Portfolio Consultant at the same firm from 2012 to 2014. Outside of his professional work, John has interests in concerts, music, outdoor adventures, photography, and snowboarding.

Jonathon Watt is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity affiliates since 2013, including Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of investment portfolios and serves in advisory roles to multiple registered investment companies and fund‑of‑funds.

John Jessup is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., and BSW Wealth Partners, as well as teaching at several educational institutions. 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 applying an ESG eligibility framework in its investment process.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Denver, Colorado. He has 20 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, and Allianz Global Investors Managed Accounts LLC. He serves as a board member of the Economic Club of Colorado, where he helps organize events and recruit members related to economics and local business. Robinson is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies combined with ongoing manager selection and internal research, including the use of artificial intelligence, to deliver financial planning and advisory services.

Gabriel Dibildox is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at LPL Financial since 2023 and previously held roles at Bank of the West, BancWest Investment Services, Zions Capital Advisors, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive research tools and a large network of investment adviser representatives.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Ruttenberg is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, and at U.S. Bank and Wells Fargo in earlier roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Jackson Vance is a financial advisor with Ameriprise in Thornton, CO, holding a Series 66 designation and six years of industry experience. He previously worked at Pruco Securities LLC and has experience outside the financial sector with Big Red Golf. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Aidan Mueller is a financial advisor with Fidelity in Lakewood, CO, holding a Series 66 designation. He has held positions at Reynders McVeigh Capital Management, Beauport Financial, and the Town of Rockport, and has experience working at Boston College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its models and utilizes delegated management and oversight to address potential conflicts of interest.

John Mulstay is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mulstay serves as a board member of the Harry L. & Eva J. Puksta Foundation and is involved with Magnolia Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Erik Jackson is a financial advisor with LPL Financial in Denver, CO, holding CFP® and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc for nine years. Outside of his advisory role, he is involved with Voyager Home Health Care, providing home health care services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gordon Sandeman is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models delivered through third-party programs and focuses on matching clients with appropriate investment solutions based on personal and plan information and risk tolerance.

Dwight Steward is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Arvada, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Scott Hurley is a financial advisor with Raymond James & Associates in Denver, Colorado. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining Raymond James in 2019, he worked at TIAA-CREF from 2016 to 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Omar Ramirez is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. He is committed to delivering an exceptional client service experience and focuses on building lasting relationships founded on trust and a thorough understanding of the individual goals and values of his clients and their families. Omar's career at Fidelity Investments includes roles such as Wealth Management Service Specialist, Wealth Management Service Help Desk, Customer Relationship Advocate, and Workplace Planning Consultant, spanning from 2020 to the present. This progression reflects his experience and expertise within wealth management services. Outside of his professional responsibilities, Omar enjoys attending concerts, visiting museums, spending time with pets, running, snowboarding, and practicing yoga.