Stephen Babin is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He specializes in developing personalized financial strategies aimed at helping individuals and families achieve their financial goals. Prior to this position, he served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Throughout his career at Fidelity Investments, Stephen has focused on simplifying complex financial decisions and making financial guidance accessible to a wide range of clients. His approach centers on empowering clients to take control of their financial wellbeing, regardless of their starting point. Outside of his professional responsibilities, Stephen enjoys comedy, family activities, fitness, football, gardening, and spending time with pets.

Paul Stratton is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Blaize Kreuger is an Investment Consultant at Fidelity Investments, a role held since 2026. Blaize focuses on collaborating with clients to develop financial plans tailored to their specific needs and goals. Blake's work emphasizes enabling clients to take control of their financial futures through personalized strategies. Blaize has been with Fidelity Investments since 2022, progressing through roles including Financial Representative from 2022 to 2024, Workplace Planning Consultant from 2024 to 2025, and Planning Consultant from 2025 to 2026. This experience has provided Blaize with a broad understanding of financial planning and investment consulting. Outside of their professional responsibilities, Blaize engages in activities such as fitness, social events, golf, reading, traveling, and volunteering.

Quinston Daugherty is a Series 66 designated financial advisor at Wells Fargo Clearing with seven years of industry experience. Prior to joining Wells Fargo in 2023, he worked at MWA Financial Services Inc and held roles including contract consulting and residential property appraisal in Littleton, CO. Outside of financial advising, he has experience as a contract appraiser providing legal descriptions and market data for residential properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Brian Zivicky is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, and previously spent 17 years at JPMorgan Chase Bank and JP Morgan Securities. Outside of his advisory work, he is a partner at 10110 LLC, a consulting business. 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 and financial planning services, utilizing structured planning tools and models to support client goals.

Ryan Kelty is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Denver. He has been with Merrill for nearly 20 years, including roles as a Wealth Management Banker in Philadelphia and Florida before assuming his current position in 2013. Ryan primarily works with individual families across the United States, focusing on connecting all aspects of their financial lives to help prioritize and pursue their most important goals. His areas of expertise include education planning, employee financial health, liquidity management, managing new wealth, portfolio management services, and retirement income. Ryan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bloomsburg University. He integrates authentic engagement and a deep understanding of clients’ aspirational goals as a core part of his wealth advising process. Outside of his professional work, Ryan is a loyal husband, father, and friend. He married his wife, Karen, in 2010, and they have two children. The family enjoys the outdoor lifestyle in Colorado. Ryan’s personal interests include football, golfing, music, running, skiing, and yoga.

Adam Pettyes is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He supports clients in navigating financial planning by adopting a holistic approach to understand their complete financial situation. He emphasizes trust and accountability in his work to help clients achieve confidence and peace of mind regarding their personal, professional, and financial objectives. Prior to his current position, Adam held several roles at Fidelity Investments including Program Manager for Sales Facilitation (2018-2020), Senior Regional Investment Consultant (2015-2018), and Internal Sales Representative (2014-2015). He began his financial services career as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional responsibilities, Adam's personal interests include attending concerts, hiking, outdoor adventures, skiing, and swimming.

Karlynn Schramm is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Gallagher Fiduciary Advisors, LLC, Triad Advisors, and Kestra Financial Services, Inc. She has also been involved in retirement plan consulting in leadership roles at Gallagher Benefit Services, Inc. and Gallagher Fiduciary Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing diverse portfolio management styles supplemented by firm research and model manager options.

Brian Roskamp is a financial advisor at Ameriprise in Denver, CO, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at TIAA-CREF from 2018 to 2022. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Max Demby is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Albert Frei and Sons, Inc. and Ernst and Young, LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a broad range of advisory and brokerage services. The firm offers various financial planning and investment management options, including access to third-party asset managers and institutional platforms.

Constantine Leonida is a financial advisor with LPL Financial based in Lakewood, CO, holding a Series 63 designation and 40 years of industry experience. He has worked at multiple firms including Securities America and CTL Financial Group, where he spent over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Matthew Watson is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Salesforce, Mobile Epiphany, and Keyence Corporation of America. Outside of his advisory work, he has no active business responsibilities related to a rental property owned by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Matthew Forrest is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AE Wealth Management, Madison Avenue Securities, and Edward Jones. Forrest is also involved with Ltcpro LLC, a company focused on federal benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to support clients approaching or in retirement.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Timothy Gomez is a financial advisor with LPL Financial in Wheat Ridge, Colorado, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and has operated his own business, Timothy P Gomez, LLC, since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Leigh Cundiff is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining UBS, Cundiff worked for 21 years at Merrill Lynch Pierce, Fenner & Smith, Inc. Since 2024, Cundiff has held power of attorney responsibilities for a family member. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of financial planning, portfolio management, and capital markets solutions through its extensive network of advisors.

Charles Wham is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Talkot Capital LLC and Rocky Mountain Industrials Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.