Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Trevor McIntyre is an Investment Consultant at Fidelity Investments, where he currently assists clients in managing and protecting their wealth. He employs Fidelity's holistic and comprehensive planning approach to collaborate with clients in developing actionable plans to work towards their financial goals. Trevor joined Fidelity Investments in 2020 and has held various roles within the company, including Customer Relationship Advocate, Relationship Manager, Planning Consultant, before his current position as Investment Consultant in 2026. Through these roles, he has gained experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Geoffrey Sweezy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors, Inc. from 2007 to 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mollie Lehman is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has worked with MML Investors Services since 2019, and Mass Mutual Life Insurance Company since 2018. Outside of her advisory role, she is the sole member of Strategic Wealth Coaching Group LLC, a pass-through business for tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and does not have discretionary authority in financial planning.

Erin Boice is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at Colorado State University and CrossFit Terra Nova. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.

Brittany Urband is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2005. Outside of her advisory role, she serves on the investment committee of the Children's Hospital of Colorado Foundation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Zachary Campbell is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he spent one year at Colorado State University. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Nimrit Kaur is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at EquiQuant, Charles Schwab, and Charter Communications. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Scott Elwell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011. In his current role, he partners with high-net-worth and ultra-high-net-worth families to develop customized financial plans. Scott emphasizes a collaborative process to understand clients' unique financial goals and needs, aiming to create strategies that are straightforward and tailored to each individual. With more than 15 years of industry experience, Scott has held various positions at Fidelity Investments, progressing from Financial Representative to his current leadership role. He focuses on building lasting relationships with clients and delivering personalized financial advice. Outside of his professional work, Scott enjoys art, family activities, golf, hiking, skiing, and tennis.

Richard Parker is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously employed at Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

Amy Brown is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2023, she worked with the Chicago Cosmetologists Association, Inc. and the Park Ridge School District 64. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Brittany Larson is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. She has worked at multiple firms including Avantax and currently operates Larson Wealth Planners. In addition to her advisory work, Larson is involved in accounting and tax preparation through Larson Accounting Services LLC and Larson Tax and Financial, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Jason Lewis is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Raymond James & Associates Inc. for eight years and is also active as a realtor with LIV Sotheby's International Realty. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and a variety of management options.

John Carnes Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including over a decade with Raymond James. Outside of advising, he owns a small residential rental property used to support his college-aged son. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced risk profiling and modeling tools, supporting implementation through various advisory programs.

Christian Goebel is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2007, with a brief tenure at Wells Fargo in 2022. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Kelsey Joan Berryman is a financial advisor at UBS Financial Services in Denver, Colorado, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Arlette Gurrola Morales is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2017. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. 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 an ESG eligibility framework to support its recommendations.