Grant Lentz is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has prior experience working at Gonzaga Bulletin and Tokki, among other roles. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and relies on third-party program sponsors and managers for investment implementation.

Leigh Cundiff is a financial advisor at UBS Financial Services in Denver, CO, holding Series 63 and Series 66 designations with 25 years of industry experience. Prior to joining UBS, Cundiff worked at Merrill Lynch Pierce, Fenner & Smith, Inc. since 1999. Outside of advisory work, Cundiff holds power of attorney responsibilities for a family member. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of capital markets services.

Kimberly Kennedy is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and having 22 years of industry experience. Her prior work includes five years at Presidential Brokerage, Inc. and nine years at Alliant Credit Union. 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 and financial planning services with both discretionary and non-discretionary management options.

Addison Dobbs is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked with Fidelity Brokerage Services since 2013 and recently began his role at Fidelity Investments in 2025. 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 combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Sarah Bellora is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked in various educational positions and has been involved with animal rescue and dog training organizations. Outside of financial advising, she operates Happy Tales Dog Training. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and centralized operational structure.

Christopher Cobus is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been associated with various Fidelity entities since 2012, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. 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 algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, with notable activities including commodity pool operations and advisory roles to multiple registered investment companies.

Matthew Torro is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Fidelity Brokerage Services LLC since 2014 and has worked within Fidelity Personal and Workplace Advisors and Fidelity Investments since 2018. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and Charitable Gift Funds. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic, model-based investment solutions.

Michael Callan is a financial advisor at Fidelity with five years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he serves as a board member and assists with treasury duties for the Promenade at Lowry homeowners association in Denver, Colorado. 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. The firm manages a range of portfolios including multi-manager and fund-of-funds structures, and utilizes systematic methodologies and long-term asset allocation benchmarks.

David Barry is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 credentials and 22 years of industry experience. He has worked at LPL Financial since 2017 and previously spent four years with Investment Centers Of America, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Victoria Washburn is a financial advisor with Edward Jones in Greenwood Village, CO, holding CFP® and Series 66 credentials and having 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works part-time as a sales associate at the retail women's clothing store Ann Taylor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Cole Hogsett is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 2016 and specializes in areas including Corporate Benefits, Corporate Executive Services, Executive Compensation, and Personal Retirement Planning. Cole's approach focuses on educating clients in everyday language and guiding them systematically to help achieve their financial goals. He holds a Bachelor's degree in finance and accounting from the University of Colorado in Boulder. Cole carries professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His experience includes working with clients who have complex considerations regarding concentrated positions in their companies, collaborating with teams and other professional advisors to develop diversification strategies. Raised in Colorado, where his family has lived for over a century, Cole is involved with community organizations such as Ducks Unlimited, Food Bank of the Rockies, and Habitat for Humanity. Outside of work, he enjoys traveling and outdoor activities including boating, camping, fishing, hunting, and supports the Denver Broncos. He also spends time with his puppy, Murphy.

Sarah Joseph is a financial advisor with Ameriprise in Aurora, Colorado, holding 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1992. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carrie Steinert is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently associated with LPL Enterprise and has previously worked at Steinert Financial Group and Pruco Securities, LLC. Carrie also has involvement in a joint real estate rental business in Littleton, Colorado. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning, advisory, and brokerage services utilizing model portfolios, third-party asset management, and an integrated platform that includes insurance products and collateralized lending programs.

Patrick Crotty is a financial advisor with Fidelity Investments based in Greenwood Village, CO, holding Series 63 and Series 66 licenses and has four years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Vail Resorts and Newell Brands. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to offer discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Sean Radnoti is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His background includes over 19 years of service in the US Marine Corps. He has been associated with various entities under the Raymond James umbrella since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools and supports municipal and public-finance services through a unique affiliation with a municipal advisor.

Lisa Snyder is a financial advisor at Wells Fargo Clearing in Greenwood Village, CO. She holds the CFA® and Series 66 credentials and has been with Wells Fargo Bank and related entities since 2018. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jordan Quinn is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and Series 63 designations and has held positions at firms including Bank of the West, BancWest Investment Services, Personal Capital Corporation, and The Vanguard Group. Quinn is based in Englewood, Colorado. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with a broad range of discretionary and non-discretionary investment management options.

Brian Williams is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Williams is also involved with W Financial LLC, an entity established for tax purposes. 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 broad range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from various sources.

William Callender is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 26 years. Outside of his advisory work, he serves as a minority general partner in a retail service business, Channel Island Self Storage, contributing to business decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment options.

Michelle Rogers is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Charles Schwab and Dave Watson Associates LLC. Outside of finance, she was involved with the Pentecostal Church of God for six years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, supporting both discretionary and non-discretionary advisory roles.