Kali Schulte is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2017. Prior to that, she was employed at Nate Ladsten State Farm Agency and The Cooper's Tavern. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a broad investable universe.

Eric Durnell is a financial advisor with Ameriprise in Westminster, CO, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in real estate ownership. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research and modeling with tax-smart strategies to deliver non-discretionary, written recommendations through a centralized consulting team.

Isaiah Dixon 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 Canvas Credit Union, Santander Consumer USA, Golf Galaxy, and AMB Group. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Michael Fusi is a financial advisor with Thrivent Investment Management based in Littleton, CO. He holds Series 66 and Series 63 credentials and has seven years of industry experience. His prior roles include positions at Grove Point Investments, Medallion Financial Group, and Principal Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing client portfolios or institutional accounts.

Will Anderson serves as a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2024. He works closely with clients to develop customized financial plans aimed at achieving their individual financial goals. Prior to his current role, he was a Financial Consultant at Fidelity from 2020 to 2023. Before joining Fidelity, Will held several positions at Charles Schwab, including Vice President, Financial Consultant from 2006 to 2020, Active Trader Sales from 2005 to 2006, Specialized Sales from 2003 to 2005, Business Development Specialist from 2000 to 2003, and Customer Service Representative from 1997 to 2000. He holds insurance licenses in Arkansas and California.

Matthew Brizes is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and one year of industry experience. His work history includes varied roles outside of finance, such as marketing services and ski and snowboard instruction. 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 and offers multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

David Murphy is a financial advisor with Fidelity in Greenwood Village, CO, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Fidelity Investments in various capacities since 2006, 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, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its advisory role to multiple registered investment companies and use of systematic methodologies to deliver model portfolios.

David Burton is a financial advisor at Fidelity with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2025, with prior experience at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a blend 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 its formal advisory role to multiple registered investment companies and fund-of-funds.

Andrea Flood is an Investment Consultant at Fidelity Investments, where she collaborates with clients to pursue long-term financial goals. She has been with Fidelity Investments since 2021, progressing through several roles including Planning Consultant, Relationship Manager, Financial Representative, Retirements Representative, and Customer Relationship Advocate. Her experience spans various aspects of client relationship management and financial planning within Fidelity Investments. Andrea's career demonstrates a continuous commitment to supporting clients in investment and retirement planning. Outside of her professional role, Andrea enjoys cooking and baking, fitness activities, socializing with friends, hiking, kayaking, and spending time with her pets.

Martin Stevens Jr. is a financial advisor at Stifel in Denver, CO, with 38 years of industry experience. He has been with Stifel since 1994 and holds Series 63 and Series 66 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Read Otto is a financial advisor at Osaic Wealth Inc. with 12 years of industry experience. He holds Series 65 and Series 63 designations and previously worked at First Command Advisory Services and affiliated First Command entities from 2014 to 2023. He is the owner and founder of NMRC LLC dba Escape Velocity Financial Planning and is a licensed insurance agent specializing in fixed insurance and annuity products. Otto is also a Colorado public notary, providing notary services to his clients. Osaic Wealth Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Robyn Vincent is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2007 and 2014, respectively. Outside of her advisory role, she has a small real estate and property management business. 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 offers a blend of non-discretionary and discretionary investment options supported by centralized custody, order routing, and due diligence on alternative investments.

Isaac Greene is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Greene is also involved with Every Season Wealth Partners as an Investment Adviser Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and investment platforms.

James Metcalf Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and was previously associated with LT Securities Inc. since 1987. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Austin Lewis is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including a prior role at Mattress Firm. He has been with Charles Schwab since 2017. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment due diligence within an integrated operational structure.

Beau Smith is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones for nine years before joining Wells Fargo Advisors. Smith owns two investment-related businesses in Colorado, including a sole proprietorship and an LLC. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a wide range of financial planning services and investment options, using proprietary research and tools to develop tailored recommendations for clients.

Ryan Nathan is a financial advisor with Edward Jones in Castle Rock, CO, holding Series 63 and Series 66 licenses. He has 25 years of industry experience, including 10 years with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and maintains a large network of advisors and branch offices, with approximately $1.01 trillion in assets under management.

David Artusi is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Charles Schwab since 2007 and Charles Schwab Bank since 2010. Outside of his advisory role, he serves as president of The AdAmAn Club, an organization that organizes an annual climb up Pikes Peak on New Year’s Eve, and is a board member of the Trails and Open Space Coalition in Colorado Springs. 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, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and integrated custodial and brokerage services.

Robert Bastiaans is a financial advisor with Ameriprise in Parker, Colorado, holding Series 63 and Series 65 licenses and 48 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brittney Leppien is a financial advisor at Thrivent Investment Management with three years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at Fidelity Investments and participation in the United States Antarctic Program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a broad range of topics without implementation services, allowing clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”