Blake Spencer is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. His prior work includes roles at MG Stover & Co. and Rogue Mountain LLC, as well as time at the University of Colorado-Boulder. Spencer has been with Charles Schwab since 2019. 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 and employs a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Derek Boldrin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2012 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides both discretionary and non-discretionary portfolio management and financial planning services.

Vincent Palisi is a financial advisor with LPL Financial based in Denver, CO. He holds a Series 66 designation and has been in the industry since 2025. Prior to joining LPL Financial, he worked at Stifel Financial Services and has experience in the hospitality and automotive industries, including managing MyHouse Sports Bar. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

Taylor Hoelscher is a financial advisor with Fidelity Investments, holding a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Hoelscher held various roles outside the financial sector, including positions at Amazon and in education. 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 to manage portfolios that include mutual funds, ETFs, and ETPs.

Jim Tobin is the Vice President, Wealth Planner. He consults with high net worth families and businesses to help build customized financial plans. Jim has held various roles at Fidelity Investments, including Vice President Financial Consultant from 2017 to 2022, Financial Consultant from 2013 to 2017, Investment Representative from 2012 to 2013, Private Client Specialist in 2012, and Financial Representative from 2011 to 2012. Prior to Fidelity, he worked as an Account Executive at North American Bancard from 2007 to 2008 and as a Senior Account Executive at Southstar Funding LLC from 2004 to 2007. He holds an Arkansas Insurance License.

Sureyya Kennedy is a financial advisor at Merrill with Series 63 and Series 66 credentials and 22 years of industry experience. She previously worked at Charles Schwab & Co., Inc. for 14 years before joining Merrill in 2023. Kennedy volunteers as the founder of the Denver Chapter for the Global Equity Organization, a professional network focused on equity compensation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katherine Sullivan is a financial advisor with LPL Financial based in Denver, CO. She holds a Series 66 designation and has three years of industry experience. Her prior roles include positions at Zions Bank, Edward Jones, and Wintrust Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Eric Proctor is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 66 designations and has 14 years of industry experience. Prior to joining Schwab, he worked at TIAA and TIAA-CREF for 11 years. Outside of his advisory role, Proctor manages and performs in a band. 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 and offers a multi-asset model portfolio approach supported by the Schwab Center for Financial Research.

Camden Heck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co., 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 and discretionary investment guidance using multi-asset model portfolios, supported by centralized custody and operational infrastructure.

Jake Fidler is a Financial Consultant at Fidelity Investments, a position he has held since 2023. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. He has also served as a Paraplanner - Financial Planner at Larson Financial Group, LLC from 2020 to 2022, and as a Senior Client Service Manager at the same firm from 2018 to 2020. Jake collaborates with his clients to develop comprehensive financial plans tailored to their personal goals and aspirations. He emphasizes understanding clients' priorities and aims to create a collaborative environment that empowers them to navigate their financial lives with confidence. Outside of his professional work, Jake enjoys gardening, hiking, outdoor adventures, running, and skiing.

David Provolt is a financial advisor at Fidelity with 23 years of industry experience. He holds a Series 66 designation and has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and fund advisory services.

Stephanie Nakajima is a financial advisor with Charles Schwab based in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include seven years at OppenheimerFunds and two years at Junbugg Enterprises. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kent Engel is a CFP® professional with six years of industry experience, currently associated with LPL Enterprise. His prior experience includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and New York Life. Engel also teaches at the University of Colorado. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers and insurance products through affiliated entities.

Britton Brooks is a Series 66-credentialed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Thomson Reuters for 15 years and at Workiva for two years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor and branch networks in the industry.

Joshua Bailey is a financial advisor at Fidelity with 18 years of industry experience. He has held various roles within Fidelity and its affiliated entities since 2007, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Bailey holds Series 63 and Series 66 designations. 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 systematic investment process combining proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Nicholas Dunham is a financial advisor with LPL Financial and holds the PFS™ designation. He has been with LPL Financial since 2026 and has eight years of experience co-managing Zimmerman & Dunham. He also previously operated ND Sports LLC for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of advisors.

Brady Bruns is a financial advisor with Charles Schwab who holds the Series 63 and Series 66 designations and has 25 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank, SSB since 2006. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios, centralized custody, and a formal alternative investment process.

Warren Anderson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he spent 24 years at Charles Schwab and Co., Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Jonathan Kaiser is a financial advisor with Fidelity in Greenwood Village, CO. He holds a Series 66 designation and began his advisory career in 2025. His prior work experience includes roles in education and data services, including at Aurora Hills Middle School and Automatic Data Processing. 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 blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Max Rasmussen is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity since 2018, including roles with Fidelity Brokerage Services LLC and Fidelity Investments. Prior to entering the financial sector, he spent eleven years at Comcast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.