Yvonne Kamstra is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked extensively within Wells Fargo entities since 1993, including Wells Fargo Bank and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Adam Ingram is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2007, progressing through various positions including Vice President and Branch Leader, Regional Planning Consultant, and Financial Consultant. His career at Fidelity reflects extensive experience in financial consulting and client relationship management. Adam specializes in guiding clients through Fidelity's planning process to assist with complex financial decisions. He focuses on building and maintaining long-term relationships with clients and team members. Outside of his professional role, Adam enjoys fitness, golf, parenthood, reading, running, and writing. He lives in Colorado with his wife and three children.

Gregory Fesperman is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2017, including Charles Schwab Bank SSB since 2019. Prior to that, he worked at Braunfels Labs from 2015 to 2019. 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 employs a multi-asset model portfolio approach supported by centralized custody and operational systems.

Gustin Fox Smith is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He founded Fox-Smith Wealth Management, LLC, which provides financial services and advisor transition consulting, and is also an author of an estate planning workbook. Smith has been affiliated with Cetera since 2013 in various capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Brandon Lee is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He partners with clients to clarify their financial priorities and develop strategies for retirement preparation and confident investing. Prior to this, he held several positions at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2023-2025), and Financial Representative (2022-2023). Before joining Fidelity, Brandon worked at TTCU Federal Credit Union where he served as a Mortgage Loan Originator from 2020 to 2022 and as a Branch Manager from 2018 to 2020. His experience spans investment consulting, financial planning, relationship management, mortgage lending, and branch operations. Outside of his professional career, Brandon has personal interests in comedy, family activities, museums, music, and parenthood.

Devin Kellenberger is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed at Enterprise Holdings for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Patrick Hill is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Denver, CO. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for the past 10 years and spent nine years at UBS Financial Services prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and a variety of investment solutions.

Nicholas Harris is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan in various capacities since 2015. Outside of his advisory role, he serves on the Finance Committee of Good Shepherd Catholic Church in Denver. 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 a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by centralized due diligence and ESG eligibility processes.

Kiley Haberstroh is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Based in Denver, CO, Kiley has been with Fidelity since 2025, following brief roles at several other firms and completing ten years of education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies and fund-of-funds.

Austin Trevino is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and eight years of industry experience. Before joining UBS in 2017, he served five years in the United States Air Force. He is also the Treasurer for the United States Air Force Academy Association of Graduates Denver Chapter, where he helps manage the budget for alumni networking events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a wide range of services including fee-based planning, portfolio management, and capital markets activities.

Helene Naftali is a financial advisor at RBC Capital Markets with 45 years of industry experience. She previously worked at UBS Financial Services for 30 years before joining RBC Capital Markets in 2024. Outside of her advisory role, she is the founder and coach at OneTrueZone, where she provides career coaching and training to high school and college students, and she also consults on strategic business development through Match Point. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and access to both in-house and third-party managers.

Jason Gocke is a CFP® professional with 18 years of industry experience, all of which have been with Edward Jones since 2008. He holds a Series 66 designation and is based in Thornton, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jason Lord is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the board of directors for The Garage, a nonprofit community workspace supporting rural entrepreneurs in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and offering a broad suite of financial products and services.

Jonah Daul is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to empower clients and maintain strong relationships with Fidelity. Prior to his current position, Jonah served as an Investment Solutions Representative 2 specializing in Fixed Income from 2025 to 2026, and as an Investment Solutions Representative 1 from 2024 to 2025. He began his career at Fidelity Investments as a Customer Relationship Advocate from 2023 to 2024. Jonah holds the CERTIFIED FINANCIAL PLANNER4 designation, which supports his expertise in financial planning and benefits consulting.

Jake Owens is a financial advisor at Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2013 and joined Osaic Wealth, Inc. in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment products on both discretionary and non-discretionary bases.

Kate Palmer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and INV3RT. Outside of her advisory work, she serves as a board member of the Porsche Club of America’s Rocky Mountain Region. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support clients’ financial goals and offers a broad range of investment and planning solutions.

Angella Wright is a Series 66-credentialed financial advisor with Morgan Stanley in Denver, Colorado, and has 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services through its extensive platform.

Kyle Zeller is a financial advisor with Morgan Stanley based in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, he has held positions at several firms and organizations including Eccentric Stone and the University of Colorado. Outside of his advisory work, he is also a musician and DJ operating under the name Emerald Wells. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning services.

Scott Gill is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held positions at Charles Schwab Bank and Massachusetts Mutual Life Insurance. Gill is also involved in independent insurance sales and owns SNPG Advisory Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Adam Manguno is a financial advisor at OSAIC in Denver, CO, with eight years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Edward Jones. Outside of financial advising, he is involved in a translation business focused on mining and energy products, assisting as an intermediary for Spanish language translation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platform options to construct portfolios across various investment types.