Miles Jones is currently serving as Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he partners with clients to develop, implement, and maintain financial plans that are flexible and customizable. His tenure at Fidelity Investments spans over a decade, beginning in 2013. Throughout his career, he has held several positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various facets of financial consulting and retirement solutions. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Alfred Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He has previously worked at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions.

Maria Barela is a CFP®-designated financial advisor with 30 years of industry experience, currently with LPL Financial since 2009. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Jon Greenfield is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. His earlier experience includes Citigroup Global Markets starting in 2004. Outside of finance, he owns and leases real estate properties through a private company in Fort Collins, Colorado. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analysis to assist clients in developing their financial plans.

Elias Pfeifer is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes business ownership in bookkeeping and accounting through Pfeifer Professional Services, as well as roles in hospitality and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Natalie Pisaro is a financial advisor at Charles Schwab in Denver, CO, holding CFP® and Series 66 designations with 11 years of industry experience. Her work history includes roles at Morgan Stanley and multiple positions within Charles Schwab and its affiliates since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Kassidee Lank is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2014. 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 and manages approximately $2.74 trillion in client assets.

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Heather Coyle is a CFP® professional with 14 years of experience in the financial services industry. She has worked at LPL Financial since 2018 and previously held positions at Transamerica Financial Advisors, World Financial Group, and Transamerica Capital. She operates Elevate Wealth Management as a side business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Fred Wagner Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a business in equipment service and fabrication, as well as an investment real estate company. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized retirement-income consulting team.

Peter Sherlock is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase. Outside of his advisory role, he is a co-organizer and co-manager of Shamrock Moose LLC, a for-profit limited liability company based in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.

Damian Walsh is a CFP®, ChFC®, and Series 66-licensed financial advisor with 28 years of industry experience. He has been with Ameriprise since 2005, including six years at the current Ameriprise entity. Outside of his advisory work, he is involved in independent insurance brokering, including long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their Premier Retirement Income service delivers detailed recommendation reports and ongoing advice, drawing on a combination of investment research, third-party data, and algorithmic tools.

Shelley Herold is a Financial Consultant with Fidelity Investments, serving clients in the greater Denver area since 2022. She brings to her current role a comprehensive background in finance and investments, emphasizing client-centered financial planning. With 37 years of experience, Ms. Herold has held various positions across the financial sector, including roles as a Planning Consultant and Investment Consultant at Fidelity Investments, Central Relationship Manager at Fidelity Investments, and Senior Institutional Equity positions at Noble Capital Markets, Cirrus Research LLC, First Analysis Corp, and A.G. Edwards & Sons, Inc. Her career also includes experience at Merrill Lynch & Co., Inc., and Boettcher & Co., Inc. This extensive experience spans institutional equity, capital markets, private equity, and financial planning, equipping her to develop comprehensive financial strategies for her clients.

Brady Stevens is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab & Co., Inc. and has experience in roles outside finance, including at Ralph Englestad Arena and Aspire Healthy Energy. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Kenton Huff is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in insurance sales through Huff Insurance Services and participates in direct sales of nutritional products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management options.

Doug Griffith is a financial advisor with LPL Financial based in Westminster, CO, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he serves as a trustee for a family fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Terry Olearyhunter is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Lisa Purcell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2013, previously serving as a Financial Consultant. Prior to joining Fidelity, Lisa held various positions at TIAA-CREF from 1995 to 2013, including Wealth Management Advisor, Senior Individual Consultant, Personal Investment & Trust Consultant, and Individual Consultant. Her professional experience spans benefits consulting, financial consulting, wealth management, and individual consulting. Lisa holds insurance licenses in Arkansas and California.

Adam Kinney is a financial advisor at Edward Jones in Englewood, CO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Cengage Group and Fidelity National Information Services. Outside of finance, he is involved in community theatre as a part-time actor and serves as a soloist for Wellshire Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.