Marcia Wooley is a CFP®-certified financial advisor with 24 years of industry experience, currently with MassMutual Investors Services in Lakewood, CO. She has worked at MassMutual and its affiliates since 2017 and previously spent 17 years with Metlife Securities, Inc. and Metropolitan Life Insurance Co. MML Investors Services, LLC, where she is employed, is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop client recommendations without discretionary authority.

Sage Polio is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Prior to joining Schwab, Polio held positions at Mindlance Inc, Lululemon, and Original Chop Shop. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

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.

Gabriel Walker is a CFA charterholder with 11 years of industry experience. He is currently with OSAIC and has previously worked at Woodbury Financial Services, Inc. He also maintains a marketing affiliation with Alpine Planning Group in Littleton, Colorado. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm uses a range of asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers.

Sean Marrin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. Prior to joining Cetera in 2026, he worked at Raymond James Financial Services from 2013 to 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party managers.

Tyler Oglesby is a financial advisor at Edward Jones in Golden, CO, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Kevin Arvidson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual, Wealth Strategies Group, Park Ave Securities, and Guardian. He serves as a board member of the Douglas County Community Foundation in Lone Tree, 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 advisory programs and investment strategies under a fiduciary standard.

Jeffrey Newell is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for 16 years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of services including financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Sean Regnier is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in advertising and insurance roles, including positions at Bayard Advertising and Goosehead Insurance. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bernard Taillon III is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is a practicing CPA and sole shareholder of BTS, Inc., through which he provides tax preparation, tax advice, and bookkeeping services. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Commercial Federal Bank, and Waddell & Reed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Wilson is a financial advisor at Osaic Wealth Inc with 19 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Principal Financial Services, John Hancock, and DNVR Financial. Outside of his advisory role, he serves as president of a wealth management firm where he reviews and sells insurance plans. Osaic Wealth Inc serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using advanced tools for portfolio construction and management.

Huy Nguyen is a financial advisor at Fidelity with credentials including Series 66 and Series 63 and four years of industry experience. His prior roles include positions at Charles Schwab and the Tennyson Center for Children. He was also involved with the Vietnamese Eucharistic Youth Movement for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is known for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Kristina Baca is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity since 2010, progressing through various roles including Investment Consultant, Retirement Relationship Manager, and Financial Representative. Kristina works with clients to guide and empower them through all phases of wealth planning, focusing on goal-oriented and life-centered planning. Her approach centers on helping clients pursue their financial dreams while enabling them to spend less time worrying about money and more time enjoying what matters most. Kristina's extensive experience within Fidelity has provided her with a broad perspective on investment and retirement solutions. Outside of her professional career, Kristina enjoys family activities, hiking, scuba diving, skiing, tennis, and traveling.

Brock Storfa is a CFP®-designated financial advisor with Edward Jones in Littleton, CO, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 15 years at Rubicon International. Storfa is a co-owner of Storfa Properties, LLC, a rental property business managed remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating a nationwide network of financial advisors and managing approximately $1.01 trillion in assets.

Jadan Orgeron is a financial advisor with J.P. Morgan Securities in Englewood, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Edward Jones. Outside of finance, he has been involved with Casino Party USA for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Slavi Fildishev is a financial advisor at Edward Jones in Lakewood, CO, holding the CFA® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.