Zachary Blakemore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at JPMorgan Chase Bank and Alcom Business Solutions as well as earlier work in nonprofit and educational settings. J.P. Morgan Securities 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 inform its recommendations.

Nicholas Bode is a financial advisor with UBS Financial Services in Erie, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Matthew Kollmorgen is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of advisory roles, he owns BK's Honey Co LLC, an online retail business where he handles bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Ken Taga is a Series 66-licensed financial advisor with Edward Jones in Westminster, CO, where he has worked since 2020. He has five years of industry experience and previously worked for seven years with Denver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, with a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Melissa Lester is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments during two periods totaling 25 years, with additional experience at Robinhood and Empower. Fidelity’s Strategic Advisers LLC 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 systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered funds.

Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

David Sprague is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at Charles Schwab and Schwab Investment Advisory and is involved with On Tap Credit Union in an investment and wealth management capacity. Additionally, he operates Baldur Wealth Management as a home-based business for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, combining model portfolios, research, and advanced technology in its investment approach.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer for the Timber Fox Condo Association in Winter Park, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. 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 large network of financial advisors and branch offices nationwide.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Emma Comiskey is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience beginning in 2021. Prior to joining Edelman Financial Engines, she worked at Northwestern Mutual and Umpqua Bank. She also spent five years at Oregon State University and four years at Montgomery High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on 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.

Brett Bengtson is a financial advisor with Ameriprise in Arvada, Colorado, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His career includes roles at LPL Financial, Investment Centers of America, and Jackson National Life Distributors. He owns and operates an LLC established to manage his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.