Broker Check
Mountain

AZ, CO, KS, MT, ND, NE, NM, SD, West Texas, WY

Brian Leonard

Brian Leonard

Internal Sales Consultant, Mountain Region

Mike Jenco, AIF, BFA

Mike Jenco, AIF®, BFATM

Vice President - Mountain Region

Plan Name | Plan Type | SDBA Provider

Arizona Publice Service | SDBA | Fidelity BrokerageLink

Banner Health | SDBA | Fidelity BrokerageLink

Bridgestone | SDBA | Fidelity BrokerageLink

CenturyLink | SDBA | Schwab PCRA

City of Glendale | SDBA | Schwab PCRA

City of Mesa | SDBA | Schwab PCRA

City of Peoria | SDBA | TDAmeritrade SDBA

City of Phoenix | SDBA | Nationwide w/ Schwab PCRA

City of Tempe | SDBA | Schwab PCRA

Dignity Health | SDBA | Fidelity BrokerageLink

Freeport-McMoRan Copper | SDBA | Schwab PCRA

General Dynamics | SDBA | Fidelity BrokerageLink

Honor Health | SDBA | Prudential SDBA

Intel (401k only) | SDBA | Fidelity BrokerageLink

John C. Lincoln Health/Hon | SDBA | Prudential SDBA

Mesa Public Schools/Mesa | SDBA | Schwab PCRA

Pandora Media, Inc. | SDBA | Fidelity BrokerageLink

PepsiCo, Inc. | SDBA | Fidelity BrokerageLink

Pinnacle West Capital Corporation - ArizonaPublic Service (APS) | SDBA | Fidelity BrokerageLink

State of Arizona DCP / Arizona StateRetirement System | SDBA | Schwab PCRA

Tucson Electric & Power | SDBA | Fidelity BrokerageLink

Tuscon Medical (TMC Healt | SDBA | Schwab PCRA

University of Arizona Syste | SDBA | Fidelity BrokerageLink

University of Arizona | SDBA | TIAA SDBA & Fidelity BrokerageLink

US Airways, Inc. | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

AT&T | SDBA | Fidelity BrokerageLink

Avaya | SDBA | Fidelity BrokerageLink

Banner Health | SDBA | Fidelity BrokerageLink

Cargill, Inc. | SDBA | TDAmeritrade SDBA

Centura Health | Non-Discretionary | Fidelity BrokerageLink

CenturyLink | SDBA | Schwab PCRA

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Colorado Pera | SDBA | TDAmeritrade SDBA

Colorado State Univ. | SDBA | Fidelity BrokerageLink

CoorsTek | SDBA | Fidelity BrokerageLink

Delta Airlines | SDBA | Fidelity BrokerageLink

Denver Health | SDBA | Fidelity BrokerageLink

DirecTV | SDBA | TDAmeritrade SDBA

Echostar | Non-Discretionary | Fidelity BrokerageLink

Fire Police Pension Association | SDBA | Fidelity BrokerageLink

Frontier Airlines | SDBA | Schwab PCRA

Google Inc. | SDBA | TDAmeritrade SDBA

Great-West | SDBA | TDAmeritrade SDBA

Harley-Davidson | SDBA | Fidelity BrokerageLink

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Home Depot | SDBA | Schwab PCRA

Intel (401k only) | SDBA | Fidelity BrokerageLink

Kaiser Permanente | SDBA | Fidelity BrokerageLink -OR- TDAmeritrade SDBA

Lockheed Martin Corporation | SDBA | TDAmeritrade SDBA

McKesson Corporation | SDBA | Fidelity BrokerageLink

Mednax | SDBA | Fidelity BrokerageLink

Medtronic | SDBA | Alight (Hewitt) SDBA

National Renewable Energy Laboratories | SDBA | Schwab PCRA

Northrop Grumman Corporation | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

Regis University | SDBA | Schwab PCRA

SCL Health | SDBA | Fidelity BrokerageLink

Southwest Airlines (pilots only) | SDBA | Schwab PCRA

State of Colorado - Colorado PERA | SDBA | TDAmeritrade SDBA

The Charles Schwab Corporation | SDBA | Schwab PCRA

United Airlines | SDBA | Schwab PCRA -OR- Fidelity BrokerageLink

University of Colorado | SDBA | TIAA SDBA

University of Colorado Health System | SDBA | Fidelity BrokerageLink

University of Colorado Plans | SDBA | TIAA SDBA

University of Denver | SDBA | TIAA SDBA

Vail Resorts | SDBA | Empower Brokerage Services

Western Union | SDBA | Schwab PCRA

Xcel Energy | SDBA | TDAmeritrade SDBA

Plan Name | Plan Type | SDBA Provider

Ascension health | SDBA | Schwab PCRA

Black & Veatch | SDBA | Schwab PCRA

Cerner | SDBA | Fidelity BrokerageLink

CSC (Computer Services Cor | SDBA | Fidelity BrokerageLink

HOK Group | SDBA | Schwab PCRA

Home Depot | SDBA | Schwab PCRA

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

RR Donnelly | SDBA | Alight (Hewitt) SDBA

St. Lukes Hospital | SDBA | Schwab PCRA

State of Missouri MOSER | SDBA | TDAmeritrade SDBA

State Street Corporation | SDBA | Fidelity BrokerageLink

Stormont-Vail Healthcare | SDBA | Schwab PCRA

Time Warner Cable | SDBA | Fidelity BrokerageLink

United Healthcare Group | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Billings Clinic | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Microsoft | Non-Discretionary | Fidelity BrokerageLink

Trinity Health Care | SDBA | Schwab PCRA

Aetna | SDBA | TIAA SDBA

Plan Name | Plan Type | SDBA Provider

Aurora Health | SDBA | Schwab PCRA

Cargill Meat Solution | SDBA | TDAmeritrade SDBA

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

TD Ameritrade | SDBA | TDAmeritrade SDBA

Unitypoint Health | SDBA | Fidelity BrokerageLink

Baird Holm | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

Cheyenne Regional Medical | SDBA | TDAmeritrade SDBA

Intel (401k only) | SDBA | Fidelity BrokerageLink

Los Alamos National Securit | SDBA | Fidelity BrokerageLink

State of New Mexico - New Mexico DeferredComp | SDBA | Schwab PCRA

Univ. of New Mexico | Core Overlay | TIAA-CREF and Fidelity

Plan Name | Plan Type | SDBA Provider

3M | SDBA | Schwab PCRASD | 3M | SDBA | Schwab PCRA

Avera Hospital | SDBA | Fidelity BrokerageLink

Terex | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

American Airlines | SDBA | Fidelity BrokerageLink

Apple | SDBA | Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink

Baylor Scott & White | SDBA | TDAmeritrade SDBA

Chevron | SDBA | Fidelity BrokerageLink

Electric Reliability Council o | Non-Discretionary | Fidelity BrokerageLink

Electronic Arts (EA) Sports | SDBA | Schwab PCRA

Fluor Enterprise | SDBA | TDAmeritrade SDBA

Google Inc. | SDBA | TDAmeritrade SDBA

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatin | SDBA | TDAmeritrade SDBA

Lyondell Bassell | SDBA | Fidelity BrokerageLink

Marathon Oil | SDBA | Fidelity BrokerageLink

Memorial Hermann | SDBA | Fidelity BrokerageLink

NuStar | SDBA | Schwab PCRA

NXP Semiconductor | SDBA | Fidelity BrokerageLink

PepsiCo | SDBA | Fidelity BrokerageLink

Rice University | SDBA | Fidelity BrokerageLink

Samsung | SDBA | Fidelity BrokerageLink

Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA

Shell Oil Provident Plan | SDBA | Fidelity BrokerageLink

Southern Methodist Univer | SDBA | Schwab PCRA

Southwest Airlines - Pilots | SDBA | Schwab PCRA

State of Texas - Texa$aver 4 | SDBA | Schwab PCRA

Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink

Texas A&M University | SDBA | Fidelity BrokerageLink

Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink

Texas Tech Univ. | SDBA | Fidelity BrokerageLink

Toyota | SDBA | Fidelity BrokerageLink

Tyler Technologies | SDBA | Fidelity BrokerageLink

United Technologies | SDBA | Alight (Hewitt) SDBA

University of North Texas | SDBA | TIAA CREF SDBA

University of Texas (most pl | SDBA | Fidelity BrokerageLink, TIAA SDBA, Schwab andTDA

Visa | SDBA | Fidelity BrokerageLink

Plan Name | Plan Type | SDBA Provider

University of Wyoming (403b & 457 only, not 401a) | SDBA | TIAA SDBA

Plan Name | Plan Type | SDBA Provider

ACCENTURE LLP | SDBA | Alight (Hewitt) SDBA

Adobe Systems | SDBA | TDAmeritrade SDBA

Adventists Health (AHRP) | SDBA | Alight (Hewitt) SDBA

AEGON USA, LLC | SDBA | Schwab PCRA

Air Products and Chemicals, | SDBA | Fidelity BrokerageLink

Alaska Airlines Co. (pilots o | SDBA | Fidelity BrokerageLink

Alcatel-Lucent | SDBA | Alight (Hewitt) SDBA

Alcoa Inc. | SDBA | Schwab PCRA

Allianz of America Corporat | SDBA | Alight (Hewitt) SDBA

Amazon | Non-Discretionary | Fidelity BrokerageLink

America West Holdings Cor | SDBA | Fidelity BrokerageLink

American Airlines | SDBA | Fidelity BrokerageLink

American BAR Association | SDBA | TDAmeritrade SDBA SDBA

AOL Inc. | SDBA | Fidelity BrokerageLink

AON Corporation | SDBA | Alight (Hewitt) SDBA

Apple, Inc. | SDBA | Schwab PCRA

Asante Health | SDBA | Schwab PCRA

AT&T | SDBA | Fidelity BrokerageLink

Atlas Air | SDBA | Fidelity BrokerageLink

Avaya, Inc. | SDBA | Fidelity BrokerageLink

BAE Systems, Inc. | SDBA | Alight (Hewitt) SDBA

Banner Health | SDBA | Fidelity BrokerageLink

Baxter International, Inc. | SDBA | Schwab PCRA

BB&T | SDBA | TDAmeritrade SDBA

Blue Cross/Blue Shield (cert | SDBA | Fidelity BrokerageLink

Booz Allen Hamilton, Inc. | SDBA | TDAmeritrade SDBA

Brown & Brown Insurance | SDBA | Schwab PCRA

Cadence Design Systems, Inc. | SDBA | JP Morgan / CISC

Caterpillar, Inc. | SDBA | Alight (Hewitt) SDBA

CenturyLink/Qwest CommunicationsInternational Inc. | SDBA | Schwab PCRA

Chevron | SDBA | Fidelity BrokerageLink

Chick-Fil-A | SDBA | Fidelity BrokerageLink

Cisco Systems, Inc. | SDBA | Fidelity BrokerageLink

Clorox | SDBA | TDAmeritrade SDBA

Constellation Brands | SDBA | TDAmeritrade SDBA

Continental Airlines, Inc. | SDBA | Alight (Hewitt) SDBA or Schwab PCRA

Danaher Corporation | SDBA | Fidelity BrokerageLink

Deere & Company | SDBA | Fidelity BrokerageLink

Delta Air Lines, Inc. (All Pla | SDBA | Fidelity BrokerageLink

Devon Energy Corporation | SDBA | Fidelity BrokerageLink

DIRECTV | SDBA | TDAmeritrade SDBA

Dow Chemical | SDBA | Fidelity BrokerageLink

Duke Energy Corporation | SDBA | Fidelity BrokerageLink

Eastman Chemical Company | SDBA | Fidelity BrokerageLink

Electronic Arts (EA) Sports | SDBA | Schwab PCRA

Electronic Data Systems, LLC | SDBA | Schwab PCRA

Eli Lilly and Company | SDBA | Alight (Hewitt) SDBA

Energy Future Holdings Cor | SDBA | Fidelity BrokerageLink

Engility Corp | SDBA | TDAmeritrade SDBA

Expedia, Inc. | SDBA | Fidelity BrokerageLink

Fair Isaac | SDBA | Fidelity BrokerageLink

Fluor Corporation | SDBA | Alight (Hewitt) SDBA

Fortive Corporation | SDBA | Fidelity BrokerageLink

Frontier Communications | SDBA | Fidelity BrokerageLink

Fujitsu Management Servic | SDBA | Fidelity BrokerageLink

General Dynamics | SDBA | Fidelity BrokerageLink

General Mills, Inc. | SDBA | Alight (Hewitt) SDBA

Georgia-Pacific | SDBA | Alight (Hewitt) SDBA

Goodrich Corporation | SDBA | Fidelity BrokerageLink

Google Inc. | SDBA | TDAmeritrade SDBA

Grady Memorial Hospital (4 | SDBA | Schwab PCRA

Groupon | SDBA | Fidelity BrokerageLink

H&R Block, Inc. | SDBA | Fidelity BrokerageLink

Harley-Davidson | SDBA | Fidelity BrokerageLink

Harris Corp. | SDBA | Fidelity BrokerageLink

Hewlett-Packard Company | SDBA | Fidelity BrokerageLink

Hilton Hotels | SDBA | Schwab PCRA

Home Depot | SDBA | Schwab PCRA

Home Depot, Inc. | SDBA | Schwab PCRA

Humana, Inc. | SDBA | Schwab PCRA

Ingersol-Rand | SDBA | Fidelity BrokerageLink

Ingram Micro | SDBA | Fidelity BrokerageLink

Interna  onal Paper Compan | SDBA | Empower Brokerage Services Brokerage Services

Intuit, Inc. | SDBA | Schwab PCRA

JetBlue | SDBA | Schwab PCRA

Kimberly-Clark Corporation | SDBA | Alight (Hewitt) SDBA

Kinder Morgan | SDBA | Empower Brokerage Services

Koch Industries Inc. | SDBA | Alight (Hewitt) SDBA

Kodak | SDBA | Schwab PCRA

Lam Research | SDBA | Fidelity BrokerageLink

Lawrence Livermore Labs (L | SDBA | Fidelity BrokerageLink

Legacy Health Service | SDBA | TDAmeritrade SDBA

Limited Brands, Inc. | SDBA | Alight (Hewitt) SDBA

LinkedIn Corporation | SDBA | Fidelity BrokerageLink

Lockheed Martin Corporatio | SDBA | TDAmeritrade SDBA

Marathon Petroleum Comp | SDBA | Fidelity BrokerageLink

Mastercard | SDBA | TDAmeritrade SDBA

Mayo Clinic | SDBA | Fidelity BrokerageLink

McKesson Corporation | SDBA | Fidelity BrokerageLink

MedAmerica, Inc. | SDBA | Schwab PCRA

Mednax | SDBA | Fidelity BrokerageLink

Medtronic | SDBA | Fidelity BrokerageLink

Merck | SDBA | Fidelity BrokerageLink

Micron Technologies | SDBA | Fidelity BrokerageLink

Rural Electric Cooperative Association (NRECA - most co-ops) | SDBA | TDAmeritrade SDBA

Nationwide Mutual Insuran | SDBA | Fidelity BrokerageLink

NCR | SDBA | Fidelity BrokerageLink

Nestle USA, Inc. | SDBA | TDAmeritrade SDBA

Netflix, Inc. | SDBA | Fidelity BrokerageLink

Newell- Rubbermaid | Non-Discretionary | Fidelity BrokeageLink

Nike | SDBA | Fidelity BrokerageLink

NOKIA, INC. | SDBA | Fidelity BrokerageLink

Northeast Utilities Service | SDBA | Fidelity BrokerageLink

Northrop Grumman Corpor | SDBA | Fidelity BrokerageLink

Nucor Corporation | SDBA | Fidelity BrokerageLink

NuStar GP, LLC | SDBA | Schwab PCRA

NVIDIA | SDBA | Fidelity BrokerageLink

Office Depot | SDBA | Fidelity BrokerageLink

Oldcastle Materials, Inc. | SDBA | Fidelity BrokerageLink

Oracle Corporation | SDBA | Fidelity BrokerageLink

OrbitalATK | SDBA | Fidelity BrokerageLink

Piedmont Hospital (401k) | SDBA | Fidelity BrokerageLink

Qualcomm 401k | SDBA | Fidelity BrokerageLink

QVC, Inc. | SDBA | Fidelity BrokerageLink

RBC USA Holding Corporatio | SDBA | Fidelity BrokerageLink

Reed Elsevier, Inc. | SDBA | Empower Brokerage Services

Reynolds American, Inc. | SDBA | Fidelity BrokerageLink

Roche & Genentech, Inc. | SDBA | Fidelity BrokerageLink

Sanmina | SDBA | Fidelity BrokerageLink

Sanofi U.S. Inc. | SDBA | Schwab PCRA

SAP America | SDBA | TDAmeritrade SDBA

Schlumberger Technology C | SDBA | Alight (Hewitt) SDBA

Sears, Roebuck and Co. | SDBA | Alight (Hewitt) SDBA

Shell Oil Company | SDBA | Fidelity BrokerageLink

Siemens Corporation | SDBA | Alight (Hewitt) SDBA

Smiths Group Services Corp | SDBA | Fidelity BrokerageLink

Southwest Airlines Co. (Pilo | SDBA | Schwab PCRA

Spirit Airlines (Pilots only) | SDBA | Schwab PCRA

Sprint Nextel Corporation | SDBA | Fidelity BrokerageLink

SRA International, Inc. | SDBA | Fidelity BrokerageLink

State Street Corporation | SDBA | Fidelity BrokerageLink

Taylor Made | SDBA | Schwab PCRA

Teledyne Technologies Inco | SDBA | Fidelity BrokerageLink

Tenet Healthcare Corporati | SDBA | Fidelity BrokerageLink

Teradyne, Inc. & Subsidiarie | SDBA | Fidelity BrokerageLink

Texas Instruments Incorpor | SDBA | Fidelity BrokerageLink

The American National Red | SDBA | Alight (Hewitt) SDBA

The Charles Schwab Corpor | SDBA | Schwab PCRA

The Goodyear Tired & Rubb | SDBA | Schwab PCRA

The Interpublic Group of Co | SDBA | Empower Brokerage Services

The McGraw-Hill Companie | SDBA | Alight (Hewitt) SDBA

The Permanente Medical Gr | SDBA | Fidelity BrokerageLink

The Permanente Northwest | SDBA | Fidelity BrokerageLink

The Progressive Corporation and ItsParticipating Subsidiaries | SDBA | Fidelity BrokerageLink

The Travelers Companies, Inc. | SDBA | Fidelity BrokerageLink

The Williams Companies, Inc. | SDBA | Fidelity BrokerageLink

Time Warner Cable, Inc. | SDBA | Fidelity BrokerageLink

Time Warner, Inc. | SDBA | Fidelity BrokerageLink

Unilever United States, Inc. | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (all ot | SDBA | Fidelity BrokerageLink

United Air Lines, Inc. (Pilots | SDBA | Schwab PCRA

United Healthcare Group | SDBA | Fidelity BrokerageLink

United Launch Alliance | SDBA | TDAmeritrade SDBA

UPS (most plans) | SDBA | TDAmeritrade SDBA or Fidelity BrokerageLink

US Airways, Inc. | SDBA | Fidelity BrokerageLink

Visa Inc. | SDBA | Fidelity BrokerageLink

VMWare | SDBA | Fidelity BrokerageLink

Whole Foods Market | SDBA | Fidelity BrokerageLink

Workday, Inc. | SDBA | Fidelity BrokerageLink

Xilinx | SDBA | Schwab PCRA