Solomon Chou is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has six years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019. Prior to his financial services career, he was employed by Strive Preparatory Schools for two years. J.P. Morgan Securities LLC 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 recommendations.

Nathan States is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he held positions at Liberty Ford Inc. and various educational institutions, including the University of Tennessee and Walters State Community College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of discretionary and non-discretionary investment solutions.

Luke Engel is a financial advisor with Fidelity in Greenwood Village, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Fidelity, he worked at FCB Global and has a background that includes freelance video editing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing a variety of portfolios including registered investment companies and fund‑of‑funds.

Anna Tenzek is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 63 designation and has previously worked at Wells Fargo Bank, NA, TBK Bank, and held various positions outside finance including roles in retail and hospitality. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Paul Stratton is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Giovannina Casias is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. She previously worked at TIAA-CREF from 2016 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling as part of its financial planning process.

Lisa Lo is a CFP® with 26 years of industry experience. She is currently with Stifel Nicolaus & Co Inc, where she has worked since 2022, following prior roles at City National Bank and RBC Capital Markets. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and allocation guidance for financial planning.

Braedon Straub Crawford is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 licenses and having eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while offering both brokerage and advisory solutions.

Michael Stanford is a financial advisor at Fidelity Investments with two years of industry experience. He holds Series 66 and Series 63 credentials. His prior work experience includes roles at Total Quality Logistics, AutoPay, American Income Life, and Brown Note Productions. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Charlotte Nelson is a financial advisor at Fidelity with Series 63 and Series 66 designations and eight years of industry experience. She has been with Fidelity Brokerage Services since 2017 and joined Fidelity Investments in 2025. Prior to her career in finance, she worked at BusinesSolver and AT&T DirecTV. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers advisory services to multiple registered investment companies.

Elijah Teerapenun is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he was involved in multiple entrepreneurial ventures including roles with several LLCs related to food service and martial arts. Fidelity’s Strategic Advisers LLC, where Elijah is based, provides investment management and advisory services to retail and institutional clients. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a variety of investment products and model portfolios.

Eric Haines is a CFP®-credentialed financial advisor with 10 years of industry experience. He is currently with LPL Financial and has previously worked at Destra Capital Advisors and Janus Henderson-related firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Paul Levett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with Cambridge Investment Research, Inc. since 2008. Levett is also the owner of Legacy Benefit Services, a third-party administrator for retirement plans, and is active as an independent insurance agent. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with multiple investment platforms and both discretionary and non-discretionary strategy implementations.

Najuk Jain Brown is a financial advisor at Fidelity with 15 years of industry experience and holds Series 63 and 66 licenses. Prior to his current role at Fidelity Investments since 2025, he has worked with Fidelity Brokerage Services, LLC since 2013. Outside of his advisory work, he serves as a trustee for the Jefferson County Public Library and as vice chairwoman of the Board of Directors for the Boys and Girls Clubs of Metro Denver. Fidelity’s affiliate, Strategic Advisers LLC, offers 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 is noted for its use of model portfolios, oversight of sub-advisers, and formal advisory roles with multiple registered investment companies.

Constantine Leonida is a financial advisor at LPL Financial with 40 years of industry experience. He holds the Series 63 designation and has worked at firms including Securities America and CTL Financial Group. Leonida is also involved in CTL Financial, LLC, an entity related to his LPL business, which includes non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Kevin Pierce is a financial advisor at Fidelity with 7 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2019. Prior to joining Fidelity Investments in 2025, his background includes roles in real estate and the food service industry, as well as studies at the University of Colorado - Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of model portfolios constructed through a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm serves a diverse client base and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Terry Bevan is a CFP® professional with 17 years of industry experience, currently with Raymond James Financial. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network for three years and Ameriprise for ten years. Outside of his advisory role, Bevan owns and operates Bevan Wealth Management as an independent contractor. 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, institutions, and charitable organizations. The firm emphasizes non-discretionary planning tailored to client goals and supports a range of advisory programs while maintaining specialized municipal advisory services.

Amy Knapp is a CFP®-credentialed financial advisor at Ameriprise with 31 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has business interests connected to an eyecare practice co-owned with her husband, who is an optometrist. Ameriprise is a large institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Andrew Bartlett is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked in various capacities within Fidelity’s affiliates since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory roles to multiple registered investment companies, and documented use of algorithmic methods and AI in portfolio management.

Matthew Forrest is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AE Wealth Management, Madison Avenue Securities, and Edward Jones. Forrest is also involved with Ltcpro LLC, a company focused on federal benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to support clients approaching or in retirement.