James Hare is a CFP® with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 and utilizes research and analytics from its Investment Institute alongside third-party databases to evaluate investment options based on diversification and modern portfolio theory.

Destiny Morales is a financial advisor with Fidelity, holding Series 66 and Series 63 licenses and three years of industry experience. Their prior work includes positions at FYM Financial, Assurance, and a nine-year tenure at US Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers services ranging from discretionary portfolio management to fund advisory and uses systematic methodologies to build model portfolios from mutual funds, ETFs, and ETPs.

Michael Kohn is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2019, progressing through several positions including Investment Management Consultant II, Investment Management Consultant I, Investment Solutions Representative, and Customer Relationship Advocate. Michael focuses on partnering with clients to help them work toward their financial goals through comprehensive planning. He holds insurance licenses in Arkansas and California. Outside of his professional responsibilities, Michael has personal interests in football, golf, hiking, pets, skiing, and traveling.

Sean Willitts is a financial advisor with Stifel, holding a Series 66 credential and one year of industry experience. Prior to joining Stifel, he worked at Equitable Advisors and has held various positions in education and banking. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation guidance developed by its Investment Strategy Group.

Scott Rose is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silverhawk Asset Management, LLC, Agh Capital, LLC, and Independent Financial Group, LLC. Rose is also president of Summit Business Advisors LLC, a consulting and coaching business that is currently inactive. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary portfolio management. The firm offers planning in areas such as retirement, tax, estate, and business continuation, with options to combine planning and managed accounts under consolidated billing.

Ilona Slavkin is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 designations and 19 years of industry experience. She has worked at Charles Schwab since 2006 and concurrently at BMH CORP. since 2017. Charles Schwab & Co., Inc. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and formal alternative investment processes.

Hayley Tuggle is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB since 2020, with prior experience at University of Kansas Athletics. 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 a centralized operational structure supporting its large client base.

Daniel Bergay is a Financial Consultant currently working with Fidelity Investments since 2025. He has held various roles within the financial services industry, including positions such as Financial Consultant 1, Benefits and Planning Consultant - Executive Services at Fidelity Investments, and Financial Solutions Advisor at Merrill Edge. His career in financial services began in 2015 and has encompassed experience in retirement solutions, investment solutions, and brokerage services. Daniel's approach to financial planning involves understanding each client's priorities to develop tailored strategies in areas such as retirement preparation, wealth accumulation, and planning for significant life events. He holds insurance licenses in Arkansas and California, supporting his capability to advise clients comprehensively. Outside of his professional role, Daniel engages in personal interests including attending concerts, fitness activities, outdoor adventures, spending time with pets, traveling, and volunteering.

Justin Buenaventura is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Holthouse, Carlin, & Van Tright LLP and self-employment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

Logan Fair is a financial advisor at Fidelity with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Brokerage Services LLC since 2017. Outside of finance, he contributes original artwork to Getty Images. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and systematic portfolio construction, with a focus on model portfolios and oversight of sub-advisers.

Robert Evans is a financial advisor at Fidelity with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fidelity Investments since 2011, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. 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 employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Tyler Wofford is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 credential and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and US Bank. Prior to his advisory roles, he was involved with That's Natural Marketing and Consulting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party research, and advanced technologies.

Jerry Daniels is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO. He holds Series 63 and Series 66 designations and has eight years of industry experience. Daniels has been with Wells Fargo Clearing since 2018 and has held a role with Wells Fargo Bank, N.A. since 2015. 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 and offers both brokerage and advisory solutions.

Samuel Nixon is a financial advisor at Fidelity with Series 63 and Series 66 designations and five years of industry experience. He has been with Fidelity Investments since 2020, working at their Strategic Advisers LLC division since 2025. Prior to this, his work history includes roles outside the financial sector. 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 combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage fund advisory services.

Kiaran Stewart is a Planning Consultant at Fidelity Investments, where he currently provides financial guidance to clients. He has held multiple roles at Fidelity Investments, including Workplace Planning Leader, Workplace Planning Help Desk, and Workplace Planning Consultant from 2022 through 2025. Kiaran's areas of expertise include retirement planning, tax efficient investing, and income planning. He employs a holistic and collaborative approach to help clients navigate complex financial decisions, aiming to create clarity and confidence in their financial futures. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kiaran has interests in fitness, socializing with friends, reading, and traveling.

Andrew Duggan is a CFP® with five years of industry experience, currently working at Charles Schwab. His prior roles include positions at Charles Schwab Bank, International Car Wash Group, Project Resources Group, and the University of Alabama. 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, supported by centralized custody and order routing.

Megan Obbards is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Outside of her advisory role, she is involved as an employee in a restaurant and bar business in Castle Rock, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Amber Kimbley is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has previously worked at E*TRADE Capital Management, E*TRADE Securities, Bank of America, and Merrill Lynch. In addition to her advisory roles, she is involved with Enchanting Crystals, an entrepreneurial venture she has been associated with since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning arrangements.

Jordan Winterfeld is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, where he has been since 2020, following prior roles at UBS Financial Services and Invesco Advisers, Inc. 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 including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Natalie Mahler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at Merrill for 23 years and Stifel Nicolaus & Co Inc for four years before joining LPL Financial in 2024. 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 financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.