Colin Gray is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and ARGI Financial Group for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Dennis Hein is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera before joining Centaurus in 2024. Hein is also president of Hein Financial Services, Inc., a non-investment business focused on life and health insurance sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary strategies, using a range of analytical approaches and model overlay programs.

Tabrenia Davidson is a CFP®-credentialed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Bank of the West from 2011 to 2017. Outside of her advisory role, she holds a 50% ownership in FOURD, LLC, where she collaborates occasionally with property management companies. 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 advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Bertsch is a financial advisor with Wells Fargo Advisors in Erie, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including retirement, education, and business-owner transition planning, leveraging Wells Fargo research and tools to develop tailored recommendations.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Zachary O'hayre is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Fidelity since 2025 and previously held roles at TIAA, Scottrade, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios managed through systematic methodologies.

Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jason Price is a financial advisor with Wells Fargo Clearing in Arvada, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2006. Outside of his advisory role, he is involved with the Rocky Mountain Angling Club, where he serves as a member services representative and organizes fishing trips. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Schuchard is a financial advisor at Thrivent Investment Management with 36 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation and is based in Northglenn, Colorado. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Zuzana Balzerova is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Equitable Advisors. Outside of her advisory role, she owns several rental properties managed by third parties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Magali Lutz is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she is involved with Northfield Commons, a real-estate development investment in Boulder, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sean Laws is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, and prior to that spent seven years with VOYA Financial Advisors. Outside of advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services across various program structures.

Danielle Patnode is a financial advisor at Edward Jones in Lafayette, Colorado, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. UBS Financial Services Inc. 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kim Winn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015, working out of Westminster, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Pietro Mariani is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Workplace Planning Consultant at the same company from 2021 to 2023. In his current position, Pietro focuses on understanding clients' unique financial situations and supporting them in meeting their financial goals through personalized planning and strategies. Throughout his tenure at Fidelity Investments, Pietro has developed expertise in investment consulting and workplace financial planning. He emphasizes a client-centered approach, aiming to create easy-to-understand plans tailored to individual needs. Pietro is committed to helping clients feel confident and satisfied with their financial decisions.

Jill Bischoff is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014 across multiple periods. Outside of her advisory role, she owns a jewelry-making business in Broomfield, CO. 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 supported by a large network of financial advisors and branch offices across the country.

Eric Imker is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports delivered through a centralized consulting team in partnership with advisors like Imker.

Jeremiah White is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Jeremiah utilizes a needs-based planning approach combined with his diverse career experience and CFP credential to address the unique needs of individuals and families. He focuses on creating customized client experiences by developing personalized financial roadmaps. His professional background centers on financial consulting and investment guidance within Fidelity Investments.