Lake Michotte is a Series 66-registered financial advisor with six years of industry experience. He has been affiliated with Fidelity Investments since 2020, including his current role at Strategic Advisers LLC. Prior to joining Fidelity, he held positions at Janus Henderson Distributors and Janus Management Holdings Corp. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Alexander Hazel is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, he held various positions in the hospitality and service industries and worked at Centre College. 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 uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Elizabeth Micallef is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been affiliated with Primerica in various capacities since 2003 and is also involved with MELCO and Melcointernational, LLC. Outside of advisory activities, she participates in business related to home security and automation product referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies largely on model-delivery strategies managed by unaffiliated asset managers and provides a range of investment models including recently added options with cryptocurrency ETFs.

Jack Messler is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Home Depot and State Farm, as well as time spent in education at the University of Colorado at Boulder and Evergreen Country Day School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of brokerage, advisory, custody, and financial planning services. The firm’s approach includes non-discretionary client relationships supported by strategic asset allocation, access to discretionary separately managed accounts, and a structured process for alternative investments.

Tyler Adams is a financial advisor at LPL Enterprise with a Series 66 credential and less than one year of industry experience. Prior to joining LPL Enterprise, he worked as a freelance piano and keyboard technician and has been a self-employed freelance musician since 2003. He is also the owner of two music-related businesses, Adams Vintage Keyboard Services and The Jauntee, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management programs through both advisory and brokerage channels.

Thomas Eyers is a financial advisor at Fidelity with 28 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at various Fidelity entities since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management and fund advisory. The firm’s investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Joe Slattery is an Investment Solutions Representative III at Fidelity Investments. In his current role, he is focused on understanding each client's unique priorities and circumstances to provide personalized financial guidance. He simplifies complex financial topics to help individuals and families make informed decisions aligned with their objectives. Joe has held multiple roles at Fidelity Investments, progressing from Client Relationship Advocate in 2023 to his current position. His experience includes serving as a High Net Worth Service Associate and advancing through various Investment Solutions Representative roles. Outside of his professional work, Joe has personal interests in football, hiking, and snowboarding.

Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Kristina Teller is a financial advisor at Merrill with 11 years at the firm and a total of 16 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Merrill, Kristina worked at South Suburban for 10 years. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tyler Krushensky is a Planning Consultant at Fidelity Investments, where he collaborates with clients to navigate their unique financial situations through comprehensive financial planning. He utilizes Fidelity's market research and technology resources to support his approach. Tyler has experience in various roles within the financial services industry, including positions at Charles Schwab as a Senior Specialist in Partner Support and High Net Worth Active Trader Services, as well as a Brokerage Service Representative. He also worked as a Financial Advisor at North Star Resource Group. Outside of his professional work, Tyler has interests in golf, reading, tennis, and traveling.

Wendy Massmann is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2020. Prior to joining Fidelity, she was employed at Athleta Gap Inc for over a decade. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Abdul Jaleel Awini is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Charles Schwab, he worked at Empower Financial Services, NYLIFE Securities, and New York Life Insurance Company, among other roles. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 in-house research and alternative investment options.

Krista Davis is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 66 and Series 63 licenses and 25 years of industry experience. She previously worked at OppenheimerFunds Distributor, Inc./Invesco for 19 years before joining Fidelity Brokerage Services LLC in 2019. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Edward Blackman IV is a financial advisor with Stifel, Nicolaus & Co., Inc. in Greenwood Village, CO. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 25 years with Stifel. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Ryan Garrison is a financial advisor at Charles Schwab with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Charles Schwab since 2017, following four years at United Capital Financial Advisers, LLC. Outside of his advisory role, he serves as a trustee, managing support payments, tax filings, and trust distributions. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by centralized operational resources.

Tyler Jordan is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 66, Series 63, and Series 65 credentials and has worked in various roles within Wells Fargo affiliates since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Joshua Shuster is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Teachers Insurance Annuity Association and Nuveen Asset Management and Securities, where he worked for 12 years. 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 an ESG eligibility framework to support client decision-making.

Lauren Taylor is a financial advisor with Merrill in Greenwood Village, CO, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill since 2012. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, and discretionary portfolio management. The firm integrates investment management with banking and capital markets through its affiliation with Bank of America, emphasizing managed account and manager-selection capabilities.

Chris Wall is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Fidelity, Wall worked in the medtech sector and spent five years at Colorado State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Blake Spencer is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. He previously worked at MG Stover & Co. and Rogue Mountain LLC, and attended the University of Colorado-Boulder. 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 advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a comprehensive alternative-investment program.