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.

Bruce Dibiase is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Benjamin Bolt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Broomfield, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary solutions, including a notable range of insurance-related investment options.

Jody Mcnerney is a financial advisor at LPL Financial with 22 years of industry experience. She holds a Series 66 designation and has worked at BMO Bank NA since 2014, as well as BancWest Investment Services from 2014 to 2023. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elena Bogomolova is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and has prior experience at Ross Stores Inc. and Wells Fargo Bank, N.A. 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 approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tiffany Lusk is a Series 66-registered financial advisor with J.P. Morgan Securities, where she has worked since 2019. She has seven years of industry experience and prior tenure at JP Morgan Chase Bank NA from 2004 to 2018. Outside of her advisory role, she is a partial owner of Marco Polo Properties, LLC. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with multiple regulatory registrations, delivering non-discretionary advice supported by an in-house manager solutions team and due diligence framework.

Brett Schmit is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Planning Consultant before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Brett has gained experience in financial planning and client relationship management. His work focuses on collaborating with clients to create tailored financial strategies that support their long-term objectives. Further information regarding his education, credentials, or personal interests has not been provided.

Andrew Haagensen is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2025, he worked at Fidelity Investments from 2023 to 2025. His background also includes experience in education and various non-financial roles. 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 management using multi-asset model portfolios supported by centralized operational and supervisory arrangements.

Brittany Jarocki is a financial advisor with LPL Financial who holds the Series 66 designation and has nine years of industry experience. She worked at Level Four Wealth Management before joining LPL Financial in 2017. Outside of her advisory role, she is an author of a book titled *If You Give a Girl a Chardonnay* and is involved in entrepreneurial activities through Dubl Development, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Patrick Millsap is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple Cetera entities since 2014 and was previously with First Allied Securities. Cetera Investment Advisers LLC is an SEC‑registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, retirement plan services, and financial planning options through a multi-manager platform that includes affiliated and third-party managers.

Peter Contino is a CFP® professional with 22 years of industry experience, currently with Wells Fargo Clearing since 2016. His prior experience includes a year at Wells Fargo Advisors, LLC. He holds the Series 63 and Series 65 licenses and is based in Fort Collins, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Nadim Quarshie is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked previously at U.S. Bancorp Investments, Inc. and US Bank. He is a co-owner of a family rental property business outside of his advisory role. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Smooke is a financial advisor with LPL Financial based in Denver, Colorado. He holds a Series 66 designation and has 22 years of industry experience, including over two decades with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting supported by research and various portfolio management options.

Steven Hendrix is a financial advisor at Thrivent Investment Management in Denver, CO, with one year of industry experience. He holds the Series 66 designation and has prior work experience at 5280 Insurance Agency, Eaton Corporation Satellite, and Group Dynamix. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Tucker Lamping is a Benefits and Planning Consultant within the Executive Services division at Fidelity Investments, a role he has held since 2024. In this position, he partners with clients to develop comprehensive strategies that support their financial goals, addressing both short-term objectives and long-term aspirations. Prior to this, Tucker held several roles at Fidelity Investments, including Investment Solutions Representative II (2023-2024), Investment Solutions Representative I (2022-2023), Retirements Representative (2022), and Customer Relationship Advocate (2021-2022). Throughout his career at Fidelity, Tucker has focused on strengthening financial plans through thoughtful planning, clear guidance, and dedicated service. He emphasizes building strong relationships and earning the trust of his clients and their families. Outside of his professional responsibilities, Tucker's personal interests include fitness, hiking, music, running, skiing, and volunteering.

Richard Romlin is a CFA® charterholder based in Littleton, Colorado, with one year of industry experience. He currently serves as an associate and portfolio manager at Garrison Financial Group and is affiliated with Raymond James Financial Services Advisors, Inc. His prior roles include positions at LPL Financial, Johls Wealth Management, and United Capital. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its affiliation with a municipal advisor.

Mary Conneen is a financial advisor with Charles Schwab in Littleton, CO, holding a Series 66 designation and 10 years of industry experience. She has been with Charles Schwab since 2014 and is currently affiliated with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a large integrated operational structure.

Franklin Laden is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Alliance Capital Management and Sanford C. Bernstein from 2001 to 2018. Outside of his advisory role, he serves as treasurer for Epiphany Episcopal Church in Denver. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions.

Richard Jacobson is a financial advisor at Charles Schwab in Denver, Colorado, with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory guidance with access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Britton Allison is a CFP® and ChFC® credentialed financial advisor with Edward Jones, where he has worked since 2014. He has 12 years of industry experience and also serves as an instructor at the University of Phoenix. Outside of his advisor role, Allison is a board member of Golf 4 The Disabled, a nonprofit organization based in Denver, CO, and co-manages a family farm in Wray, CO. Edward Jones is a full-service wealth management firm that serves 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 advisors and branch offices nationwide.