Thomas Biren is a financial advisor with Eagle Strategies (NY Life) in Broomfield, Colorado, holding the ChFC® designation and Series 63 license. He has 24 years of industry experience, including 12 years with Eagle Strategies and 24 years with New York Life Insurance Company. Outside of his advisory work, he is employed part-time as a handyman providing basic household maintenance and repairs. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

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.

Parker Stanford is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co., Topgolf, and Baton Rouge Country Club. Outside of financial services, he is involved with Stanford Senior Services, LLC, a business focused on elder care. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aron Castrejon is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and two years of industry experience. Before joining Wells Fargo in 2025, he worked at Charles Schwab and was affiliated with the University of Colorado, Denver. 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 employs modern portfolio theory and research from Wells Fargo Investment Institute to evaluate investment options and offers both brokerage and advisory solutions through a large network of advisors.

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.

Elizabeth Gardinier is a Series 66-licensed financial advisor with UBS Financial Services in Boulder, Colorado, where she has worked for 12 years. She has 11 years of industry experience. 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, providing a broad range of capital markets and investment solutions.

Mahyn Mata is a financial advisor with LPL Financial, holding a Series 66 designation and based in Boulder, CO. Mata has no prior industry experience but has worked in diverse roles, including during 2016–2025 at Aspen Skiing Company and the Early Learning Center of Aspen. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment solutions, including model portfolios and institutional platforms, supported by extensive operational and research tools.

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.