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.

Matthew Williams is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, where he has worked since 2009. He has 22 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and models.

Jeffrey Gore is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 66 designations and nearly 29 years of industry experience. Prior to joining Raymond James in 2025, he spent 24 years at LPL Financial, LLC. Outside of his advisory role, he is involved in tax preparation and consulting through his ownership of Optima Financial, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and also has notable municipal advisory capabilities and specialized employer advisory programs.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Vickie Adams is a CFP® and Series 63 licensed financial advisor with 33 years of industry experience. She has worked at Cetera since 2025 and previously spent over three decades with Avantax Advisory Services and its affiliates. In addition to her advisory work, Adams owns a business consulting practice as a Certified Divorce Financial Analyst and provides tax preparation services. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management and a comprehensive suite of affiliated partners.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Charles Schwab serves primarily 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and operational infrastructure.

Alex Osmond is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His prior roles include positions at Equitable Advisors, Axa Advisors, and All Season Financial Advisors. Osmond also operates under the trade name Axiom Wealth Alliance as a financial planner. Cambridge Investment Research Advisors is a large SEC-registered firm providing financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers various investment strategies through multiple platform arrangements and emphasizes both proprietary and third-party model solutions tailored to client objectives.

Aubrey Jones is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. Before joining Edward Jones, Jones worked as a volleyball coach at Rise Volleyball Club and held various roles including positions with the Colorado State Public Defender and Colorado Mesa University. Jones’s outside activities include coaching volleyball in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services and investment options supported by a nationwide network of approximately 23,701 financial advisors.

Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has prior experience at Bank of America, Wells Fargo, and Northwestern Mutual, and has held roles outside the financial industry including positions at Hastings College and Best Buy. Merrill provides managed account services to fiduciary clients of Bank of America through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Logan Pesses is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Morgan Stanley and Carnegie Companies, LLC. He serves as a trustee of an irrevocable life insurance trust established for his father. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, utilizing proprietary capital market assumptions and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a diverse platform that includes financial planning, portfolio management, and capital markets activities.

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.

Brendan Rishavy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with individuals and their families to identify and achieve life goals through financial planning, aiming to provide clients with peace of mind regarding their financial well-being. He has held several positions at Fidelity Investments since 2022, including Investment Solutions Representative II, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. This progression reflects his experience in financial services and client support within the company. Outside of his professional work, Brendan's personal interests include attending concerts, cooking and baking, reading, skiing, and writing.

Cristina Torres Medina is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Balistreri Vineyards and Denver Human Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and systematic methodologies in portfolio management.

Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Kasey Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Taylor worked at First Western and Regions Bank. The advisor is based in Lakewood, Colorado. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research and analytics to support portfolio diversification and modern portfolio theory.

Grant Mitchelmore is a CFP® and CFA® with 27 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 1997 and also spent 18 years with Financial Growth Resources, Inc. Grant does not have notable outside business activities reported. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by comprehensive operational and research tools.

Thomas Mury Jr. is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Robert Burch is a CFP® and Series 66-registered advisor with Charles Schwab in Denver, CO, and has 21 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2016. Outside of his financial advising career, he owns and operates Lance Burch Photography. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, providing both non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

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.

Paul Atkinson is a financial advisor at UBS Financial Services with 31 years of industry experience. He previously worked at Merrill from 2005 to 2015 and Morgan Stanley from 2002 to 2005. He holds Series 63 and Series 65 credentials. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to support client strategies.