Jesse Climer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Brinker International in a non-financial role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. 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 nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

Joel Rothe is a CFP® professional with 29 years of experience in the financial advisory industry. He has worked at LPL Financial since 2024 and previously spent 14 years at Sagepoint Financial, Inc., and one year at OSAIC. Outside of advisory roles, he maintains a business entity for tax and investment purposes unrelated to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, providing both discretionary and non-discretionary management options.

Amy Norder is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2014. She holds a Series 66 license and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Eric Butler is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stadion Money Management and Fiduciary Investment Trusts. In addition to his advisory role, Mr. Butler is an independent insurance agent, transacting in insurance products including annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, supported by model portfolios and research from internal and third-party sources.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Melissa Ardourel is a financial advisor with Wells Fargo Clearing in Louisville, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process 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.

Billy Stone is a financial advisor at Edward Jones in Longmont, CO, holding CFP® and ChFC® designations with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as vice president and board member of the Coloradans Car Club, is involved with the Skyline Kiwanis Club and its foundation, and owns a small real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of more than 23,000 financial advisors.

Heather Allison is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley, H&R Block, and the University of Colorado. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Cody Adams is a financial advisor with Edward Jones in Broomfield, CO, holding the CFA® designation and Series 66 license. He has five years of industry experience, including prior roles at Ameriprise, Duff and Phelps LLC, and PwC. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Russell Kyncl is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Cambridge since 2008. In addition to his advisory role, he is involved in life coaching and business exit planning, and he is an author, educator, and speaker. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platform arrangements and maintains proprietary model strategies alongside access to unaffiliated strategists.

Serban Maracine is a CFP®-designated financial advisor with Edward Jones in Erie, Colorado, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, Maracine serves as a non-compensatory board member for Artbeat Media, providing advisory input on business strategy. 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 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.

Adam Ingram is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2007, progressing through various positions including Vice President and Branch Leader, Regional Planning Consultant, and Financial Consultant. His career at Fidelity reflects extensive experience in financial consulting and client relationship management. Adam specializes in guiding clients through Fidelity's planning process to assist with complex financial decisions. He focuses on building and maintaining long-term relationships with clients and team members. Outside of his professional role, Adam enjoys fitness, golf, parenthood, reading, running, and writing. He lives in Colorado with his wife and three children.

Gustin Fox Smith is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He founded Fox-Smith Wealth Management, LLC, which provides financial services and advisor transition consulting, and is also an author of an estate planning workbook. Smith has been affiliated with Cetera since 2013 in various capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Eric Gill is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.