Robert White is a financial advisor at Fidelity with a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight on delegated day-to-day management and a focus on addressing conflicts of interest.

Andrew Pahl is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a local financial advisory team based in Denver, Colorado. He works primarily with business owners, corporate executives, and affluent families, focusing on delivering a comprehensive wealth management strategy tailored to individual client needs. His approach integrates experience and knowledge with dedicated service and genuine care, aiming to build transparent and trusting relationships that support clients in achieving their personal and professional financial goals. Andrew's expertise encompasses college education planning, executive and equity compensation services, family wealth management, legacy planning, personal retirement planning, and retirement income strategies. He emphasizes a disciplined, goals-based wealth management process that prioritizes proactive risk and reward management, customized portfolio planning, and swift implementation of innovative strategies. His team offers consistent service and dynamic portfolio management supported by extensive research and the global resources of Merrill Lynch. Andrew holds a Bachelor’s degree from the University of Oregon and carries the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). A Colorado native, Andrew grew up in Castle Rock and now resides in Colorado with his wife and two children. They enjoy traveling, skiing, golfing, and spending time with family and friends.

Geoffrey Laughlin is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds a Series 66 designation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using a variety of strategies, including discretionary management and separately managed accounts, and provides municipal advisory and public finance services alongside its investment and trust capabilities.

James Johnson is a financial advisor with Thrivent Investment Management in Greenwood Village, Colorado, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, Johnson serves on the Board of Directors for the Parker Chamber of Commerce and is a self-published author of a children’s book. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics. The firm delivers planning through a network of advisors without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”

David Evans is a financial advisor at RBC Capital Markets with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and previously at City National Bank from 2020. Evans has acted as trustee for the Mary Snowden Trusts, a family trust related to his late wife’s aunt. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a variety of advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

Valerie Joseffy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2014 and is currently affiliated with Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory through systematic methodologies and long-term asset allocation strategies.

Grant Sander is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His prior experience includes roles at Robinhood Financial, LLC, and Open to the Public Investing, Inc. He also worked at Drake University for four years before entering the financial advisory field. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Donna Boyette is a financial advisor at Wells Fargo Advisors in Denver, Colorado, with 36 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Todd Jackson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2019, followed by positions with Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Peter Horstman is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2014, including a period at Prosperion Financial Advisors from 2015 to 2019. Outside of his advisory role, he is involved with Horstman Advisors, LLC, a business entity unrelated to investment activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research from multiple sources.

William Nadler is a financial advisor with Raymond James Financial in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Raymond James since 2006 and is also involved with Cherry Creek Wealth Advisors LLC, where he provides financial planning. Additionally, he serves as a trustee for an IRA in his capacity at Nadler Jim. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Matthew Indge is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at BJ's Restaurant & Brewhouse and the University of Colorado Boulder. Charles Schwab & Co., Inc. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive integrated structure that combines advisory relationships with access to affiliated discretionary investment management.

Mark Weiss is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked for Ameriprise Financial Services, Inc. for 20 years before joining Cambridge in 2019. Weiss is also involved in entrepreneurial ventures, including ownership of Wolf Creek Capital and part ownership of an LLC holding a franchise. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, delivering both discretionary and non-discretionary investment strategies across multiple platforms.

Daniel Hellman is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2015 and at Charles Schwab Bank since 2017. 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 affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Arvin Shandiz is a financial advisor at Fidelity with Series 66 and Series 65 designations and seven years of industry experience. His prior roles include positions at Silver Spur Capital, Morgan Stanley, and the University of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across multiple investment vehicles. The firm also serves as an advisor to registered investment companies and delivers model portfolios to intermediary platforms.

Mingmar Sherpa is a financial advisor at Cetera with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked with firms including Fidelity Brokerage Services and First Allied Securities. Outside of finance, he is the owner of a small DIY crafts business. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and varied program structures.

Austin Healy is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services since 2019 and at The Vanguard Group from 2018 to 2019. Healy serves as President of a homeowners association in Edgewater, Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Roy Straub is a financial advisor with LPL Financial in Castle Rock, CO, holding CFP® and Series 63 licenses and bringing 45 years of industry experience. He has been with LPL Financial since 2020 and previously worked 12 years at Securities America Advisors, Inc. and Securities America, Inc. He also operates Straub Financial Inc., a firm he founded in 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services, supporting both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced technologies.

Valory Mier is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, Valory worked at American Financing Corporation and Cherry Creek Mortgage Co. No additional outside activities are noted. Fidelity's Strategic Advisers LLC, where Valory is based, offers investment management and advisory services to retail and institutional clients. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, managing a range of portfolios including multi-manager and fund-of-funds structures.

John Booren is a financial advisor with LPL Financial in Greenwood Village, Colorado, holding the Series 66 designation and 14 years of industry experience. He previously worked with Prosperion Planning, LLC from 2016 to 2020. Outside of his advisory role, he is an author with a book available on Amazon. 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 of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by research and model portfolios.