Mark Halfhill is a financial advisor at Fidelity with 10 years of industry experience. He has been with Fidelity Investments since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and delivery of model portfolios built through 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 formal advisory roles to multiple registered investment companies.

Ariel Lyddane is a Planning Consultant at Fidelity Investments, LLC, a role held since 2023. Prior to this, Ariel gained extensive experience within Fidelity Investments, serving as a Relationship Manager in 2022-2023, High Net Worth Associate in 2022, and Customer Relationship Advocate from 2021 to 2022. Ariel also worked as a Registered Representative at Gabelli Funds, LLC from 2012 to 2021. With over 13 years in the financial industry, Ariel focuses on developing personalized financial plans that consider clients' overall financial well-being, including their Fidelity accounts. Ariel holds insurance licenses in Arkansas and California. Outside of work, Ariel's interests include attending concerts, engaging in family activities, outdoor adventures, caring for pets, reading, and traveling.

Stephanie Stremick is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and previously worked at UBS from 2016 to 2017. Outside of her advisory role, she is the sole proprietor of Cha Cha LLC, a wholesale and manufacturing business based in Centennial, Colorado. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and analysis methods.

Evan Lombardo is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado, holding a Series 66 credential and three years of industry experience. Prior to joining Schwab in 2026, he worked at Morgan Stanley for four years and held positions at Ideal Home Loans and Zenith Home Loans. 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 relationships and access to affiliated discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Justin Hussion is an Investment Solutions Representative III at Fidelity Investments. In this role, he partners with clients to help strengthen their financial well-being. Justin has been with Fidelity Investments since 2021, progressing through roles from Investment Solutions Representative I to his current position. His experience at Fidelity spans several years, during which he has developed expertise in investment solutions and client partnership. Outside of his professional responsibilities, Justin's personal interests include baseball, beach activities, football, golf, and surfing.

Ashley Randall is a financial advisor with Charles Schwab, holding a Series 66 designation and 17 years of industry experience. She has worked extensively with USAA-affiliated companies before joining Charles Schwab and is based in Lone Tree, Colorado. 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 non-discretionary advice and access to discretionary separately managed accounts. The firm is noted for its large client base, integrated service model, and structured approach to multi-asset portfolio management and alternative investments.

Leopoldo Nava is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he was involved with The Reloading Zone and served the City and County of Denver. Outside of financial advising, Nava owns a business that buys and resells items from reloading estate sales. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages a range of advisory and consulting services.

William Tryon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, he owns and operates two wealth management-related businesses based in Denver, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm employs an IPS-driven approach grounded in modern portfolio theory and includes insurance-related products and bank deposit sweep options among its investment offerings.

Shane Cohen is a financial advisor with Fidelity Investments in Greenwood Village, Colorado, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He has been associated with Fidelity Brokerage Services LLC since 2015 and joined Fidelity Investments in 2025. Outside of his advisory role, Cohen performs magic, including at children’s birthday parties and on stage. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction for discretionary and non-discretionary mandates.

Michael Hill is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. His prior work history includes roles at WoodForest National Bank and various positions within Fidelity Investments. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a process combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and deliver advisory solutions.

Christopher Bryant is a financial advisor at Raymond James & Associates based in Denver, CO, holding a Series 66 designation with 17 years of industry experience. He previously worked at RBC Capital Markets for 11 years before joining Raymond James in 2023. Outside of his advisory role, Bryant serves as an assistant coach and treasurer for Colorado Crush Fastpitch Inc., a nonprofit softball organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jonathan Rogers Peckham is a financial advisor with Primerica Advisors in Castle Rock, CO, holding a Series 65 designation and two years of industry experience. He has been with Primerica Advisors since 2023 and is also the owner of nSuite Consulting, a non-investment-related business. Peckham’s background includes roles at Primerica Financial Services and Genuine Parts Company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Kean Boucher is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 66 designations and over 30 years of industry experience. He has been with LPL Financial and its predecessor since 2006. LPL Financial serves individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and access to model portfolios and research from multiple sources.

Dustin Voag is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory work, he is involved in insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tools such as Monte Carlo simulations and automated asset allocation to inform collaborative, annual financial planning relationships.

Cameron Eades is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc., The Walt Disney Company, and Lululemon. He works with 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 proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves a range of clients including registered investment companies and an IRS-qualified Charitable Gift Fund.

Jennifer Gilbert is a financial advisor at Charles Schwab with industry experience spanning two years. She holds the Series 63 and Series 66 designations. Prior to joining Schwab, she worked at Zyia Active and has held various roles in the financial services sector. Charles Schwab 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 due diligence from its Center for Financial Research.

Mary Bredemeier is a financial advisor at Fidelity with 34 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and RBC Capital Markets Corporation. She is affiliated with 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 proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Omar Urueta is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. since 2021, and prior experience at T. Rowe Price from 2017 to 2021. He also worked with Los Angeles City Citywide Aquatics from 2013 to 2017. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research from the Schwab Center for Financial Research.

Trevor Lopkoff is a financial advisor with Fidelity Investments in Greenwood Village, CO, holding a Series 66 designation and four years of industry experience. His prior work includes roles at CellularSales Verizon and Premier Roofing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and formal advisory roles uncommon among large institutional peers.

Patrick Mekled is a Series 66-credentialed advisor at Fidelity with three years of industry experience. His career includes roles at Fidelity Investments and LPL Financial, along with work outside finance in the hospitality and retail sectors. Mekled is also involved with Adventures Elevated, a separate business activity. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a variety of funds and model portfolios.