Jennifer Rolf is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kelly Meyers is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She previously worked at LPL Financial, Firestone Financial Group, and Fusion Financial Group. Between 2011 and 2021, she took a hiatus from her career to raise her three children. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Jose Galvan Vazquez is an Investment Solutions Representative III at Fidelity Investments, where he supports individuals and families in achieving their financial goals. He has held several roles within Fidelity, progressing from Customer Relationship Advocate in 2022 to his current position since 2025. His experience spans various capacities within investment solutions, including roles as Investment Solutions Representative I and II, as well as working with high net worth clients. Jose focuses on cultivating strong client relationships and addressing financial concerns to help clients feel confident in their financial journeys. Outside of his professional responsibilities, Jose enjoys camping, fitness, and outdoor adventures.

Maxwell Wilson is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked with various divisions of Fidelity since 2005, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity's Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Dustin Payne is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations and previously worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, featuring model portfolios, retirement plan consulting, and technology-driven investment solutions.

Lauren Hanna is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including Charles Schwab & Co., Inc., Edward Jones, and Surety Bank. Outside of her advisory work, she pursues painting as a monetized hobby. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a variety of portfolios including multi-manager and fund-of-funds structures, and employs systematic methodologies supported by proprietary technology.

James Molloy is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at LPL Financial since 2019 and has held roles at Waddell & Reed, Mile High, and various insurance carriers. In addition to his advisory work, he engages in selling long-term care, Medicare supplement, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Charley Heard is a financial advisor with Cetera, holding a Series 63 designation and 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades before joining Cetera in 2025. Outside of advising, he is involved in tax preparation and accounting through Heard Financial Solutions and serves as an administrative assistant for his local homeowners association. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies and program structures.

Christopher Sweet is a financial advisor with Fidelity, holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. His prior roles include positions at TIAA from 2006 to 2022 and at Miracles of Health from 2022 to 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, including fund advisory and delivery of model portfolios, and is noted for its use of AI and systematic methodologies in portfolio management.

Thomas Gunnersen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Wells Fargo in 2017. Outside of his advisory work, he co-owns and manages two investment-related LLCs focused on property repair and management in Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Yves Dunnebeil is a financial advisor with Ameriprise in Greenwood Village, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2024, Yves worked at Bank of America Merrill Lynch and Bank of America NA in various roles from 2016 to 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients approaching or in retirement, providing written recommendation reports and ongoing tax-aware retirement income planning advice.

Stephen D'Alto is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He works to help turn clients' complex financial needs into simple solutions. Stephen has extensive experience within Fidelity Investments, having served in several positions including Advisory Services Team Leader from 2021 to 2025, PAS Portfolio Specialist from 2018 to 2021, Client Management Representative from 2014 to 2018, Investment Representative in 2014, and Account Executive from 2012 to 2014. He holds an Arkansas Insurance License. Outside of his professional duties, Stephen has interests in cars, food, football, golf, motorcycles, and skiing.

Christopher Owen is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2022. In his current role, he partners with clients and their families to understand their unique financial goals and develop plans aimed at achieving long-term financial success. Christopher emphasizes building lifelong partnerships by understanding clients' backgrounds and priorities. His professional experience includes positions at Fidelity Investments since 2021, progressing from Investment Consultant to Financial Consultant and now Vice President. Prior to this, he worked at Janus Henderson Investors from 2012 to 2019 in roles including Director of the Advisor Solutions Group and Internal Sales Consultant. He began his financial career as a Financial Advisor at LPL Financial from 2010 to 2012 and previously worked as a teller at Wells Fargo. Christopher holds insurance licenses in Arkansas and California. Outside of his professional work, he enjoys golf, hiking, traveling, and volunteering.

Sopha Liu is a financial advisor at Fidelity with 21 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at TIAA for 22 years before joining Fidelity in 2026. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Daniel Marks is a financial advisor with Morgan Stanley in Englewood, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Daniel has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and a structured discovery process supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Scott Tschappat is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2012 and has also been self-employed since 2002. Outside of his advisory role, he is involved as a basketball coach. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and proprietary as well as third-party model strategies, with an approach that allows customization to client objectives.

Anna Yarger is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and has worked at several firms, including Nektor Media Inc and Northwestern Mutual. Outside of advising, she has experience working in customer service roles at Starbucks. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a systematic investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. 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.

Craig Arfsten is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. He has been with LPL Financial since 2009 and also provides financial planning and consulting services through Prosperion Corporate Wellness, a separate registered investment advisory firm he has operated since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from both internal and third-party sources.

Andrew Hoysick is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Investment Services LLC and Foresters Advisory Services LLC. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.