Matthew Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group, Inc., Woodbury Financial Services INC, and OSAIC. Outside of his advisory work, he is involved with Bridge Portfolio Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. 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 a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Caitlyn Dunbar is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015 and is also involved with Earth Treks Climbing Center outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Christopher Lawyer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and with 21 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with several insurance agencies and referral services. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non‑discretionary management supported by in-house and third-party research.

Marc Rossouw is a CFP® and Series 66-licensed financial advisor with Edward Jones, where he has worked since 2015. He has 10 years of industry experience. Outside of advising, he is involved with MRMM Properties LLC, a real estate business based in Dallas, TX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jody Mcnerney is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at BMO Bank NA since 2014, as well as BancWest Investment Services from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brittany Jarocki is a financial advisor with LPL Financial who holds the Series 66 designation and has nine years of industry experience. She worked at Level Four Wealth Management before joining LPL Financial in 2017. Outside of her advisory role, she is an author of a book titled *If You Give a Girl a Chardonnay* and is involved in entrepreneurial activities through Dubl Development, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Guy Acerra is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, Acerra serves on the Board of Directors for The Reserve at Cub Creek Ranch HOA in Evergreen, CO. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Straub is a financial advisor with J.P. Morgan Securities in Littleton, CO, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at Robinhood Financial and Fidelity Brokerage Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm operates within the broader J.P. Morgan organization and integrates an ESG eligibility framework in its recommendations.

Trey Fisher is a financial advisor at LPL Financial with a Series 66 credential and one year of industry experience. Prior to joining LPL Financial, he worked at Traverse Wealth Management and held teaching positions at San Jose State University, Ohlone College, and Moreau Catholic High School. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.

Jay Maldonado is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously at Wells Fargo Clearing and Wells Fargo Bank. Outside of finance, he is a group fitness instructor at Bladium Fitness Gym. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Colleen Thompson is a financial advisor with Edward Jones in Evergreen, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for nine years at MolsonCoors Beverage Company. She also teaches a project management course as an adjunct professor at the University of Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Curtis is a Series 66–licensed financial advisor at Wells Fargo Advisors with 16 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, he is the owner of Fulfillment Wealth Management Corporation and manages two commercial rental properties in McAllen, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored investment recommendations using proprietary research and planning tools.

Aaron Gerdes is a financial advisor at Edward Jones in Littleton, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Illumina, Roche Diagnostics, and Accelerate Diagnostics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Wanda Archer is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she operates Wanda Archer, LLC, which focuses on investment-related activities connected to Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Colin Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and two years of industry experience. His work history includes roles at LPL Financial, OSAIC, Woodbury Financial Services, and Alpine Planning Group. He is also involved with LifeWealth Planning Group, which he has been associated with since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research, model portfolios, and technology-driven investment solutions.

Gregory Dellinger is a financial advisor at Primerica Advisors with 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. His credentials include Series 63 and Series 65 licenses. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure.

Cody Foster is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2017, following a brief tenure at Investment Centers of America. Foster is also involved as a managing director and co-owner of a real estate rental business in Conifer, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing research from LPL Research as well as third-party subadvisors and technology-driven strategies.

Claudia Rivers is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2008. She is based in Littleton, CO, and owns Rivers Wealth Partners LLC, as well as founding Rivers Wealth Management. Rivers also volunteers as a coach for Wings for Widows, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary as well as third-party strategies tailored to client objectives.