Samuel Grizzle is a financial advisor at OSAIC with 11 years of industry experience and holds a Series 66 designation. He previously worked at LPL Financial for 11 years and has been associated with GPS Wealth Strategies Group since 2017. In addition to his role at OSAIC, he provides investment advisory services through GPS Wealth Strategies Group, an independent registered investment advisor. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Alexis Herman is a financial advisor at Raymond James Financial with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Crux Wealth Advisors and Presidential Brokerage, Inc. Herman is a member of Elevation Wealth Partners LLC, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, as well as institutional and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers a broad range of advisory programs and institutional consulting services.

Daniel Byrd is a Series 66 licensed financial advisor with seven years of industry experience, currently advising at Fidelity. His prior roles include positions at Equitable Advisors, AXA Advisors, and Any Weather Capital. He serves as a member of the University of Denver Daniels Alumni Advisory Board and participates on the finance committee of Mile High United Way. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is noted for its use of algorithmic portfolio construction and its advisory role to registered investment companies and fund-of-funds.

Carlina Duggan is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including United Planners, Summit Global Investments, and Transamerica Financial Advisors. Duggan has also been involved in multiple business ventures, including ownership of Gray Tiger Properties, LLC, and roles related to insurance and wealth management. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and nonprofit organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

John Deloera is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Charles Schwab since 2010 and at Charles Schwab Bank since 2014. 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 both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational infrastructure.

Purnima Poojary is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and beginning her advisor career in 2025. Prior to joining Wells Fargo Clearing, she held positions at Wells Fargo Bank, Walmart, Winnowpro, Netbiz Systems, and Smartstay.com. 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 combines brokerage and advisory solutions with research from Wells Fargo Investment Institute and third-party sources.

Robert Chapin III is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, NA since 2015. Outside of his advisory role, he owns a garment business called Colorado Customer Cuffs and Collars. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jody Hinsey is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. Prior to joining LPL Financial in 2020, Hinsey worked at First Allied Advisory Services and First Allied Securities from 2012 to 2020, as well as at Kestra Investment Services and other firms earlier in their career. Hinsey is involved in educational activities related to investments, including participation in the SmartVestor Pro program through Dave Ramsey. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Brody Northcott is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and having nine years of industry experience. He previously worked at Oppenheimer & Co. Inc. and SCOTTRADE. Outside of his advisory role, he umpires slow-pitch softball games for local recreational leagues. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options along with centralized custody and brokerage services.

Raeann Wills is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to her current role, she worked in healthcare and hospitality sectors, and she is also a part-time trivia sub host for Geeks Who Drink. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a broad client base, using a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Matthew Steenbock is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments, FIDELITY Brokerage Services LLC, Lyft, and Transamerica Capital Inc. Outside of his advisory role, he has worked as an independent contractor driver for Lyft. Strategic Advisers LLC, part of Fidelity Investments, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Brittany Duran is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. 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 is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Brad Hanson is a CFA® charterholder and holds a Series 63 license, with 27 years of experience in the financial industry. He has worked at Fidelity Investments since 2020 and was previously with Feltl And Company for 16 years. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides 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 deliver model portfolios and advisory services.

Scott Dittrich is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2018 and at Charles Schwab Bank, SSB since 2020. Prior to his financial services career, he spent time with the Deerfield Police Department. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Gregory Clinard is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked with Ameriprise since 2005, with a four-year break between 2018 and 2022. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Joshua Blain is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 10 years of industry experience. He has worked within various Fidelity divisions since 2015, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and serves as a formal advisor to multiple registered investment companies.

Cameron Kostecki is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His background includes roles at Fidelity Investments and TGA Sports, as well as experience at Gates Corporation and in academic settings at the University of Colorado Boulder, Leeds School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Amy Stevenson is a financial advisor with Primerica Advisors in Castle Rock, Colorado, holding Series 63 and Series 65 licenses and nine years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services since 2017, as well as earlier employment at TJ Maxx and Domino's. She is also involved in sales of non-investment home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based investment strategies managed by unaffiliated asset managers.

Kristian Knudtson is a CFA® charterholder with Series 66 registration and two years of industry experience. He currently works at Strategic Advisers LLC, a Fidelity Investments company, where he has been employed since 2021. His prior experience includes roles at Charles Schwab Investment Management and Empower Retirement. Strategic Advisers provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model solutions.

Addison Leinen is a financial advisor at Fidelity with 5 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021. Prior to joining Fidelity, he had roles at Nolan Transportation Group and Enterprise Rent-A-Car. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors as well as registered investment companies. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including discretionary and non-discretionary advisory services.