Amy Knapp is a CFP®-credentialed financial advisor at Ameriprise with 31 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has business interests connected to an eyecare practice co-owned with her husband, who is an optometrist. Ameriprise is a large institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Matthew Forrest is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AE Wealth Management, Madison Avenue Securities, and Edward Jones. Forrest is also involved with Ltcpro LLC, a company focused on federal benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to support clients approaching or in retirement.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Timothy Gomez is a financial advisor with LPL Financial in Wheat Ridge, Colorado, holding a Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2018 and has operated his own business, Timothy P Gomez, LLC, since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Radnoti is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His work history includes roles at multiple Raymond James entities since 2013 and service in the U.S. Marine Corps from 1998 to 2017. 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, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supports institutional consulting and portfolio management, and maintains unique municipal advisory affiliations and specialized retirement plan services.

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a large national network of financial advisors.

Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. 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.

Donald Thuente is a CFP® with 13 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of his advisory role, he is an independent insurance agent for various companies. 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 plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Gage Harmon is a financial advisor with OSAIC, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Iron Point Financial Advisors and Grateful Grass Solutions. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Monica Schmitt is a financial advisor with LPL Financial in Golden, CO, holding a Series 66 designation and 18 years of industry experience. She worked at Edward Jones for four years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing various strategies and technology support.

Christine Plentyhoops is a financial advisor with Primerica Advisors in Parker, Colorado, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Her other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Mark Trevenna is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Trevenna also operates Trevenna Enterprises LLC, an investment-related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisers, supported by advisory platforms and third-party asset managers.

Timothy Scaturro is a CFP® with 30 years of industry experience, currently serving as an advisor at Cetera since 2023. He has held positions at Altitude Investment Management, LLC and VOYA Financial Advisors, and has operated Premier Financial Benefits LLC since 1999. Outside of financial advising, he is also an independent insurance agent and a licensed real estate broker. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Scott Andress is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at Bank of America, NA and Merrill, spanning over two decades. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Risha Serrano is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to her advisory role, she receives non-investment related compensation for the referral of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third-party asset managers. The firm supports its advisory services with custodial and trade execution provided by Pershing and includes options such as discretionary separately managed accounts and newer model allocations to cryptocurrency ETFs.

Andy Ogide is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent several years playing professional basketball with teams in Europe and South America. Outside of his advisory role, he provides basketball skills training through CoachUp in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies and separately managed accounts. The firm operates nationwide with a large advisor and branch network and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Rex Thatcher is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at Guardian Life for 10 years and Greenmoor Investments, Inc. for six years. His other business activities include limited involvement in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.