Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Christopher Martin is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses and is based in Erie, Colorado. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Lance Styer is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in several business ventures including manufacturing, ranching, and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, CO, holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a diverse set of investment strategies supported by proprietary and third-party research.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Ronald Larsen is a CFP® with 39 years of experience in the financial services industry. He is currently with OSAIC and has held roles at Fortis Investors, Inc., Larsen, Cheran & Associates, and Larsen Financial Services. Outside of his advisory work, he owns Larsen Financial Services, a sole proprietorship involved in insurance sales and servicing client accounts. OSAIC serves a diverse range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and multi-asset portfolios managed on discretionary or non-discretionary bases.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. Outside of advisory services, she owns and operates Redding Tax Strategies, LLC, a tax-related business. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 18 years of industry experience. She previously worked for Wells Fargo Advisors Financial Network LLC for 10 years before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a wide network of independent professionals. The firm offers multiple portfolio management options and combines proprietary and third-party strategies to tailor solutions to client objectives.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has worked with Cambridge since 2020 and previously spent 10 years at Wells Fargo Advisors Financial Network LLC. Outside of his work with Cambridge, he serves as president of RICH TURNER FINANCIAL CORP. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services, utilizing a range of portfolio management approaches and both proprietary and third-party strategies tailored to client objectives.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.