Clare Deschler is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked in media promotions and education. Outside of her advisory role, she is involved as an employee at a yoga studio in Denver. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad range of assets.

David Jones is a financial advisor at Raymond James Financial with 47 years of industry experience. He holds Series 63 and Series 66 designations and has been with various Raymond James entities since 2009. Outside of his advisory role, he is an independent contractor owner of Fortner Cannon Group, a support company based in Greenwood Village, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad network of advisors alongside specialized municipal and SIMPLE IRA advisory services.

Cody Vinton is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory work, he operates a small woodworking business on Etsy, creating handcrafted wooden products. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by dedicated research and alternative investment options.

John Kelleher is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Bestlogic Staffing and the University of North Carolina at Chapel Hill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Joshua Means is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 65 licenses and six years of industry experience. He has held positions at several firms including Wells Fargo, Edward Jones, and Bank of America. Joshua is also a commissioned Notary Public for the State of Colorado. 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. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and advanced technologies.

Kimberly Taggart is a financial advisor with Edward Jones in Englewood, CO, holding ChFC® and Series 66 designations and bringing 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Brenden Urban is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Empower Trust Company, LLC for four years and OppenheimerFunds for three years. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and role in managing multiple registered investment companies and model portfolios.

Madison Gore is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and GPS Wealth Strategies Group, LLC. Outside of advisory roles, she is president of Corgi Financial Inc., a support company related to her investment business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings including municipal and public finance advisory services.

Nicholas Dotson is a financial advisor at Fidelity with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Robinhood Markets, Merrill Lynch, and Ameriprise Financial Services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including advisory work for funds and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Alison Dooher is a financial advisor at Charles Schwab with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated Schwab Wealth Investment Advisory Inc. since 2015. 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 discretionary separately managed accounts, supported by centralized custody and a formal alternative-investment process.

Madison Woodham is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones. Prior to joining Edward Jones, Madison held roles at Bank of America, Merrill, Charles Schwab, and other organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large nationwide network of advisors and branch offices and operates under a fiduciary standard.

William Meyer is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on implementing planning strategies for clients. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments from 2024 to 2025 and began his career at the company as a CRA from 2023 to 2024. William holds an Arkansas Insurance License. Outside of his professional work, he has personal interests in baseball, beach activities, fitness, golf, skiing, and tennis.

Gary McDaniel is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He supports families in their pursuit of living the life they want to live. He has been with Fidelity Investments since 2007, progressing through several roles including Investments Representative, Portfolio Specialist, PAS Investment Consultant, Financial Consultant, and Vice President, Financial Consultant before his current role. This extensive experience has provided him with a broad understanding of wealth planning and financial consulting. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Connor Makis is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Canvas Credit Union for nine years and Domino's Pizza for two years. Outside of his advisory role, he supports an advisor through Canvas Advisors in a sales assistant capacity and is commissioned as a notary in the state of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Melissa De Lodder is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including LPL Financial and Summit Brokerage Services. She has been associated with various Cetera entities since 2019. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Robert Stack is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for seven years. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Russell Simmons III is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His career includes roles at TD Ameritrade and Schwab Private Client Investment Advisory, as well as 18 years of service in the U.S. Army Reserve. Outside of finance, he manages farming finances and livestock decisions for his family farm, Small Farm USA, LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash-sweep services through various wrap fee programs and managed accounts. The firm’s approach combines non-discretionary client guidance with access to affiliated discretionary strategies and a formal alternative-investment program.

Amy Wick is the Vice President and Branch Leader at Fidelity Investments. In her role, she focuses on creating an environment that supports the success of both employees and clients. She is committed to helping others by fostering connections, providing feedback, and offering necessary resources. Amy values Fidelity's client-first approach in decision-making. Amy has been with Fidelity Investments since 2021. Prior to this, she served as Director of Advisory Solutions at Allianz Life Insurance Company from 2014 to 2021.

Tovah Fair is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent over a decade at Walgreens. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Edward Rosenberg is a financial advisor with Cetera in Greenwood Village, CO, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Metlife Securities Inc., MassMutual Life Insurance Co., and Mass Mutual Investors Services. He is a 50% owner of Step By Step Financial DBA Cetera Business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and access to third-party money managers.