Brendan Rishavy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with individuals and their families to identify and achieve life goals through financial planning, aiming to provide clients with peace of mind regarding their financial well-being. He has held several positions at Fidelity Investments since 2022, including Investment Solutions Representative II, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his experience in financial services and client support within the company. Outside of his professional work, Brendan's personal interests include attending concerts, cooking and baking, reading, skiing, and writing.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.

Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Thomas Mury Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Robert Burch is a CFP® and Series 66-registered advisor with Charles Schwab in Denver, CO, and has 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016. Outside of his financial advising career, he owns and operates Lance Burch Photography. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing both non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Paul Atkinson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Merrill from 2005 to 2015 and Morgan Stanley from 2002 to 2005. He holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client strategies.

Ethan Callaway is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets functions.

Anthony Baldassari is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 credential with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2018. Prior to his career in finance, he worked in the restaurant industry and spent a year engaged in extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and proprietary tools.

Abiye Okuchaba is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2009, progressing through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he was a Financial Advisor at Edward Jones from 2007 to 2009. With over 17 years of experience in the financial services industry, Abiye focuses on creating and maintaining personalized financial plans to support clients and their families. He emphasizes building long-term relationships and managing life changes alongside clients. Abiye holds insurance licenses in Arkansas and California. Outside of his professional work, Abiye is interested in family activities and running.

Mackenzie Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Roberts worked at Swiftly, Salsify, Foundry Brands, Amazon, and Fred Meyer Jewelers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Deborah Mccann is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Cathy Anderson Hyams is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of her advisory work, she is an active owner of a family farm. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies based on each client’s Advisory Risk Profile.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Tyler Gauthier is the Vice President and Branch Leader at Fidelity Investments, where he currently leads and motivates associates to deliver an exceptional client experience and support the community's financial planning needs. He has held various roles at Fidelity Investments since 2014, including Branch Leader, Planning Consultant, Relationship Manager, Investment Consultant, and Financial Representative. Tyler's professional experience spans over a decade in the financial services industry, with prior positions at Envestnet from 2012 to 2014, including Jr. Operations Specialist, Jr. Portfolio Specialist, Portfolio Specialist, and Institutional Client Service Specialist. His extensive background encompasses client relationship management, investment consulting, and branch leadership. Outside of his professional career, Tyler has interests in fitness, football, golf, movies, running, and snowboarding.

James Jacobson is a financial advisor at Edward Jones in Westminster, CO, holding CFP® and Series 66 designations with five years of industry experience. His prior roles include positions at Fannie Mae and SunTrust Bank. Outside of his advisory work, he serves on the Building Fund Board and chairs the Capital Campaign Committee for the Bal Swan Children's Center, a private school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Nicholas Hughes is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Hilltop Securities, TIAA, and Amazon, as well as academic roles at Butler University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Haley Neely is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, she held various roles outside the financial sector, including positions in the restaurant industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Kevin Palm is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Solutions Representative III and Workplace Planning Consultant I and II. Prior to joining Fidelity, Kevin worked as a Client Service Associate at Financial Steward Associates and as a Financial Representative Intern at Northwestern Mutual. Kevin holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and focuses on understanding their short- and long-term financial goals to develop customized financial plans. Outside of his professional work, Kevin has interests in fitness, food, football, golf, and skiing.

Jeffrey Hood is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 66 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at Janus Capital Management and 361 Capital LLC. He serves on the board and finance committee of Stanley British Primary School, advising on budget and endowment matters. 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 applying an ESG eligibility framework in its recommendations.