Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

Staci Heath is a financial advisor with Edward Jones in Lakewood, Colorado, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Terumo BCT and Karl Storz Endoscopy-America, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Richard Blanco is a financial advisor at Edward Jones with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Bancwest Investment Services, Wells Fargo Clearing, A.G. Edwards & Sons, Morgan Stanley Dw Inc., and UBS Financial Services. He is based in Littleton, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Matthew Lancaster is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Next Financial Group. Outside of his advisory role, he is involved with Bridge Portfolio Management LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by research and technology tools.

Kenton Huff is a financial advisor with LPL Financial in Evergreen, Colorado, holding Series 63 and Series 65 licenses and over 37 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors and 1717 Capital Management Company. In addition to his advisory role, Huff is involved in non-variable insurance sales, including fixed annuities and life, health, disability, and long-term care insurance. 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 investment management services through its extensive network of advisors and utilizes model portfolios, third-party subadvisors, and customized strategies.

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 LPL Financial, holding a Series 66 credential and 11 years of industry experience. She previously worked at Edward Jones for 11 years and spent three years affiliated with Earth Treks Climbing Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Christopher Lawyer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2016, preceded by roles at MSI Financial Services, Inc. and New England Securities. Outside of his advisory work, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with research, technology, and a broad array of financial products.

Marc Rossouw is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 designation and operates out of Evergreen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Jody Mcnerney is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked previously at BMO Bank NA, BancWest Investment Services, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Brittany Jarocki is a financial advisor with LPL Financial in Littleton, CO, holding a Series 66 designation and nine years of industry experience. She previously worked at Level Four Wealth Management before joining LPL Financial in 2017. Outside of her advisory role, she is an author of the book *If You Give a Girl a Chardonnay* and is involved in entrepreneurial activities through Dubl Development, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by investment adviser representatives using a combination of proprietary research, third-party managers, and customized approaches.

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, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, Robinhood Financial, and Fidelity Brokerage Services. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Trey Fisher is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. His prior work experience includes roles at Traverse Wealth Management, San Jose State University, Ohlone College, and Moreau Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Jay Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Wells Fargo and JPMorgan Chase Bank and also serves as a group fitness instructor at Bladium Fitness Gym. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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 financial advisor with Wells Fargo Advisors in Evergreen, CO, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and Waddell & Reed. Outside of his advisory role, Curtis owns Fulfillment Wealth Management Corporation, a financial planning practice based in McAllen, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs. The firm utilizes proprietary research and tools to develop tailored recommendations, with clients deciding how to implement them through brokerage or advisory programs.

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 Lakewood, CO, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with Primerica Advisors since 1994 and previously worked with Primerica Financial Services starting in 1993. In addition to her advisory role, she owns Wanda Archer, LLC, which is involved in the sale of investment-related products and provides referrals for home security and automation services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Colin Lancaster is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Woodbury Financial Services, Alpine Planning Group, and OSAIC. He is also involved with LifeWealth Planning Group, a business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining technology-driven tools with a broad service platform.