Omar Ramirez is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. He is committed to delivering an exceptional client service experience and focuses on building lasting relationships founded on trust and a thorough understanding of the individual goals and values of his clients and their families. Omar's career at Fidelity Investments includes roles such as Wealth Management Service Specialist, Wealth Management Service Help Desk, Customer Relationship Advocate, and Workplace Planning Consultant, spanning from 2020 to the present. This progression reflects his experience and expertise within wealth management services. Outside of his professional responsibilities, Omar enjoys attending concerts, visiting museums, spending time with pets, running, snowboarding, and practicing yoga.

Daniel Smart is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously spent 18 years at Citigroup/Citibank and has been with J.P. Morgan Securities since 2026. He holds a Series 66 designation and is based in Denver, CO. 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 an ESG eligibility framework in its investment recommendations.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Timothy Solon is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the National Center for Construction Education and Research and Pearson Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Jonathan Yeh is a financial advisor at Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 licenses with 15 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management from 2018 to 2023, and before that, he spent five years at Northstar Realty Securities. Outside of his advisory work, he coaches tennis and strings racquets through his business, Precision Racquet Work. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm uses structured planning tools and investment models developed by its Global Investment Committee to assist clients, offering services through a combination of direct individual plans and Corporate Financial Planning agreements.

Brett Dammeyer is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 credential and has worked at Merrill since 2020. Prior to that, he was with O'Connell Group, LLC for two years and has experience outside finance in the restaurant industry at Julian's Pizza Bar & Kitchen. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment strategies from its Chief Investment Office and third-party managers within Bank of America's corporate platform.

Dylan Cleary is a financial advisor with Morgan Stanley in Denver, Colorado, holding the CFP® designation along with Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at Maia Wealth, LLC before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is a capital contributor to Hang 10x LLC, an investment group formed to invest in the private company Goodsurf. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques, while clients remain responsible for implementing and updating their plans.

Robert Brezen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary models, serving clients through both direct and corporate financial planning agreements.

Glenn Rose is a CERTIFIED FINANCIAL PLANNER™ with 25 years of industry experience. He is currently with LPL Financial and has held prior roles at Trilogy Capital, Trilogy Financial Services, and National Planning Corp. In addition to his advisory work, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with access to model portfolios, third-party research, and advanced portfolio management tools.

Morgan Harris is a Planning Consultant at Fidelity Investments, where they collaborate with Financial Consultants to deliver comprehensive financial planning services. Morgan is dedicated to cultivating trust and providing reliable support to clients and their families. Morgan joined Fidelity Investments in 2020, holding positions including High Net Worth Service Associate and Relationship Manager before becoming a Planning Consultant in 2023. Their experience spans various roles within the company, contributing to their expertise in financial planning and client service. Outside of work, Morgan enjoys golf, outdoor adventures, skiing, surfing, and traveling.

Julie Shoemaker is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved in a technology-related business based in Castle Pines, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Julie Gilewicz is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Morgan Stanley. In addition to her advisory work, she is an independent travel advisor for Cruise Planners-Voyage Vacations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including portfolio management, financial planning, and capital markets activities.

Michael Malarney Jr. is a financial advisor with Ameriprise in Denver, CO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated firms since 2010. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Julian Ka is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work history includes roles at Bank of America, Best Buy, University of Colorado Boulder, Chick-fil-A, and Sand Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brandon Dill is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has been with RBC since 2005, formerly known as RBC Dain Rauscher. Outside of his advisory role, Brandon is involved in community and artistic activities, including composing music for theatrical productions and serving as Choir Director at Immaculate Heart of Mary Roman Catholic Church. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through multiple managers and emphasizes integrated portfolio management solutions.

Zachary Ziccardi is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Bank SSB since 2011. Outside of his advisory role, he is involved in residential real estate as a homeowner who has rented a property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alexander Macfarlane Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he is involved in public speaking through Zen of Abundance and operates a Long COVID Relief Program providing consultations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Peter Mac Millan is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Mangione is a Financial Consultant at Fidelity Investments, where he works to develop and foster meaningful relationships to better understand clients' needs. He collaborates with clients to develop strategies aimed at helping them pursue their financial goals. Aaron has held several roles at Fidelity Investments, beginning as a Financial Representative in 2022. He then served as a Relationship Manager from 2022 to 2023, followed by a position as Planning Consultant from 2023 to 2024 before assuming his current role in 2024. This progression reflects his experience within the financial services industry. Outside of his professional work, Aaron's personal interests include biking, cooking and baking, fishing, football, outdoor adventures, and parenthood.

Samantha Harvey is a financial advisor at Morgan Stanley in Denver, CO, holding Series 65 and Series 63 licenses with 11 years of industry experience, all spent at Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analytic models.