Laura Chester is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes positions with the Archdiocese of Denver and Jeffco Public Schools. Outside of advising, she works as a math tutor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and custody, operating on a tiered wrap-fee structure.

Daniel Marks is a financial advisor with Morgan Stanley in Englewood, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Daniel has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and a structured discovery process supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions through a large national network of financial advisors.

Grant Hilding is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with individuals and families to develop, implement, and maintain financial plans tailored to their long-term goals. Grant emphasizes the importance of creating financial plans that are straightforward and investment strategies that align with client objectives. Prior to his current role, Grant held positions at Fidelity Investments as a Relationship Manager from 2022 to 2025 and as a Customer Relationship Advocate from 2021 to 2022. His experience across these roles has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Grant enjoys skiing, hiking, and camping with his girlfriend and their dog, Riley. He also has interests in the beach, board games, cooking and baking, and football.

Levi Kautz is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Kurt Bethke. Outside of his advisory work, he serves as an assistant basketball coach for the Byers High School boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Bedford is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 42 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, and previously held roles at Western Wealth Management LLC, LPL Financial, and has operated Bedford Insurance Services and Bedford & Associates Inc. since the early 1990s. Bedford is also the originator and author of a scholarly website focused on education and public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of discretionary and non-discretionary investment approaches across multiple platform arrangements.

Patrick O’Connell is a financial advisor with LPL Financial in Thornton, CO, holding Series 63, Series 65, and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Chase Investment Services Corp., and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services with a focus on customizable investment strategies supported by advanced operational tools.

Isabela Tilles is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to her current role at Morgan Stanley since 2019, she worked at lululemon athletica in a customer service capacity and had positions at Citizens Securities, Inc., Citizens Bank, and Ann Taylor. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets through various financial planning and investment services.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.

Hunter Blevins is a financial advisor at Edward Jones in Aurora, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Cognizant for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Caitlin Walsh is a financial advisor at UBS Financial Services in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include a position at E*TRADE Securities LLC and diverse experience outside finance, such as work in education and hospitality. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets operations.

Corrine Novak is a CFP®-designated financial advisor at LPL Financial with 11 years of industry experience. She previously worked at Edward Jones for 11 years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Catherine Maddox is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 structured planning tools supported by its Global Investment Committee.

Tyler Hirsch is a financial advisor at Morgan Stanley in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. His background also includes roles at Boca Woods Country Club and Florida Atlantic University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and market analysis to develop tailored strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Alec Weber is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior professional experience at Alteryx and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kendra Thibault is a CFP®-credentialed financial advisor with Edward Jones, based in Aurora, CO, and has 10 years of industry experience. She previously worked at Transamerica Capital Inc for four years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bonnie Gibbs is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 63 license and 41 years of industry experience. She has worked at UBS since 2011 and previously held roles at Morgan Stanley and its affiliates from 1999 to 2011. Outside of her advisory work, she serves as a trustee managing a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of solutions including fee-based financial planning, portfolio management, and capital markets services, supported by proprietary research and asset allocation models.

Gary Gibson is a financial advisor with MassMutual Investors Services in Denver, CO, holding CFP® and Series 66 credentials with 11 years of industry experience. He has been with Massachusetts Mutual Life Insurance Co and MML Investors Services LLC since 2014. Outside of advisory work, he owns oil and gas mineral rights. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, focusing on collaborative, goal-oriented engagements.

Daniel Zufall is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at TIAA and Cetera Financial. Outside of his advisory work, he serves as an assistant high school girls basketball coach for the Byers School District. J.P. Morgan Securities LLC 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 guide its recommendations.

Hunter Rowland is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022, with prior experience at Bank of America and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor financial plans. The firm integrates institutional trading capabilities with wealth management and offers a broad range of capital markets and advisory services.