Aaron Haugland is a financial advisor with LPL Financial in Littleton, CO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Personal Capital Advisors Corporation, and CUSO Financial Services, L.P. He is associated with Canvas Advisors, an investment-related business affiliated with his LPL practice. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. 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 approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

John Carnes Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including over a decade with Raymond James. Outside of advising, he owns a small residential rental property used to support his college-aged son. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced risk profiling and modeling tools, supporting implementation through various advisory programs.

Colten Hill is a Planning Consultant at Fidelity Investments, where he has been advancing his career since 2021. He has held several roles within the firm, including Investment Solutions Representative III, II, and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. In his current role, Colten partners with clients and their families to work towards their financial goals and visions, maintaining a focus on their concerns through goal-based financial planning. Colten holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional responsibilities, he enjoys boating, football, golf, spending time at the lake, outdoor adventures, and snowboarding.

Kurt Cambier is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2008. Cambier serves as a board trustee for the Virginia Cambier Children’s Foundation and is involved in independent insurance activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of platform solutions and proprietary as well as third-party model strategies.

Dallas Grabow is a CFP® professional at LPL Financial with 29 years of industry experience. He has worked at LPL Financial since 2006 and has been affiliated with the Credit Union of Colorado for 17 years. Outside of his advisory role, he is involved with Insurance Advisors Agency, Inc., an insurance agency based in Grand Junction, CO. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by a large network of investment adviser representatives.

Tyler Freeman is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. He has prior experience at Waddell & Reed, Inc. and engages in entrepreneurial activities through Tyler Freeman LLC. Freeman is involved in community organizations including Golden Rotary-Satellite and Golden Orator Toastmasters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including third-party asset management and institutional platforms, supported by extensive operational and research tools.

Gary Keyfauver is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to his current role, he was associated with High Country Financial Advisors, Inc. and has operated his own advisory and support company, Sage Financial Strategies. Outside of his advisory work, he serves as Treasurer and Board Member of Canine Partners of Colorado, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized offerings in municipal and public finance, as well as customized employer advisory services.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Barbara Grant is a CFP® professional with 40 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years with UBS Financial Services. She serves as a trustee for her sister's trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Samuel Powers III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Fifth Third Securities from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

Jeffrey Donahue is a financial advisor with LPL Financial in Golden, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2008 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jeffrey Huff is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley and its related entities for 13 years before joining Wells Fargo Advisors in 2012. Outside of his advisory role, he serves as a director for the Hidden Point Metropolitan District in Greenwood Village, CO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo research and planning tools, with clients having the option to implement those recommendations through various brokerage or advisory programs.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Nagle is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual Wealth Management Company, JP Morgan Securities LLC, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.