Julie Miller is the Vice President and Branch Leader at Fidelity Investments' Denver North investor center. In her current role, she leads Financial Consultants in assisting clients with pursuing their financial goals through holistic financial planning guidance. Julie has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, High Net Worth Representative, Relationship Manager, Financial Consultant, Assistant Branch Leader, and now Vice President and Branch Leader. Her experience encompasses client relationship management and leadership within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Olivia Rey is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop financial plans that align with their goals and preferences, leveraging Fidelity's extensive experience in financial strategies and services. Her professional background includes progressive roles within Fidelity Investments, starting as a Financial Representative in 2022, advancing to Relationship Manager in 2023, Investment Consultant in 2024, before assuming her current position. Prior to joining Fidelity, Olivia worked as a Financial Advisor in Training at Ameriprise Financial from 2021 to 2022.

David Baer is a financial advisor with LPL Financial in Broomfield, Colorado, holding Series 63 and Series 66 credentials and having 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baer is involved in Western Wealth Advisors and DB Financial Group, both entities related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a non-discretionary advisory approach.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Matthew Byrne is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., Confluence Incorporated, and his own Byrne Group Ltd. Byrne serves on the board of the Golden Lion's Club, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives.

Aaron Bongard is a financial advisor at Edward Jones in Boulder, CO, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a commercial condo rental business in 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 solutions supported by a large network of financial advisors and branch offices across the country.

Christopher Deshano is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and was previously with Cambridge Investment Research Advisors, Inc. for 17 years. Outside of his advisory role, he is a business owner of DeShano Care Centers LLC and is involved in managing a family farm. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party model portfolios.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Timothy Jensen is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at FSC and Wells Fargo Clearing. Outside of his advisory work, he owns Tim's Tennis Time LLC, where he provides tennis instruction and coaching. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage and advisory services and employs various portfolio construction tools, supporting both discretionary and non-discretionary account management.

Amy King is a CFP® professional affiliated with LPL Financial in Arvada, CO, with 10 years of industry experience. Her prior roles include positions at Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory work, she is involved with W.o.W Women of Wealth LLC, a real estate rental venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Richard Mower is a CFP® certificant with 29 years of industry experience, currently affiliated with LPL Financial in Golden, CO. He has been associated with LPL Financial and its predecessor entities since 2005 and has operated Meridian Wealth Management LLC since 2012. Outside of his advisory work, he is a silent investor in a private investment company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Liss is a CFP® and ChFC® with eight years of industry experience. He is currently affiliated with Cetera and holds ownership and leadership roles in multiple financial services and planning firms, including Alexander Liss Wealth Management, LLC and Dialed-In Planning. His career includes prior experience at Union Pacific and Securities America Inc. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Andrew Kret is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds the Series 65 and Series 63 credentials. His career includes over a decade at Northwestern Mutual Wealth Management Company and ongoing involvement with Sky Hawks and Jordan Smith. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to inform client recommendations.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Brett Ohlen is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and has 11 years of industry experience. He previously worked for Avantax Investment Services and has been the owner of Advocate Tax Worldwide LLC since 2014, providing tax services. Outside of his advisory role, he serves as an assistant football coach at Golden High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.