Alexa Brascetta is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valorem Financial, CWM, LLC DBA Carson Group Partners, Cetera Advisor Networks, Sammons Financial Network, and Midland National Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

Ilya Nudelman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Nicholas Turnquist is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Confetti Wealth - Ameriprise Financial Services for three years and spent time at Wipfli LLP in two separate roles. He also has experience at Eau Claire Golf & Country Club prior to his finance career. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Erica Kohlwaies is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. in Denver, CO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Leonard Frisbie is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at Trilogy Capital, Inc., Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is the owner and producer of Razor Insurance Group, an insurance agency. 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. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

David Bartfeld is a financial advisor with Edward Jones in Aurora, Colorado, holding a Series 66 license and bringing 22 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Nathaniel Pagibigan is a financial advisor at Fidelity with a Series 66 credential and has been in the industry since 2026. He has previously worked at Bankers Life and Axos Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Seth King Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Pinnacor Financial Group and Cambridge Investment Research. He is an owning partner in a firm selling life, long-term care, disability, and fixed annuity products and serves on the board of Operation Strength Inc., a nonprofit assisting vulnerable individuals affected by crisis or chronic need. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment solutions tailored to client objectives.

Charlene Hunt is a CFP® professional with over 10 years of experience in financial advising. She has been with Edward Jones in Denver, CO since 2015. 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 advisory programs and maintains a large network of advisors and branch offices, providing both discretionary and non-discretionary strategies along with affiliated mutual funds and other financial services.

Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations. Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services. He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.

Dylan Lenderink is a financial advisor with Wells Fargo Clearing in Brighton, CO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. He serves as treasurer for Cherry Creek Farm HOA in Greenwood Village, CO. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Benjamin Haynes is a financial advisor with Robert Baird & Co. in Denver, CO, holding Series 66 and Series 63 licenses and 18 years of industry experience. Prior to joining Robert Baird in 2025, he worked at TIAA-CREF and Tiaa from 2014 to 2025. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, with an investment approach that includes manager selection, tax management, and the use of internal research and artificial intelligence tools.

Jessica Curtis is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to understand their unique financial goals and develop plans aimed at long-term financial success. She has been with Fidelity Investments since 2018, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative and now Planning Consultant. Jessica has over ten years of experience in the financial industry, including positions at FirstBank of Colorado and Transamerica Financial Advisors. She holds insurance licenses in Arkansas and California, supporting her expertise in financial planning and investment solutions. Outside of her professional work, Jessica enjoys family activities, golf, hiking, playing musical instruments, outdoor adventures, and spending time with her pets.

Adis Rogonich is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for four years. Outside of his advisory role, he owns and rents out a townhome in Denver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and alternative investments.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

Gregory Thomas is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2005. Outside of his advisory role, he is the CEO of GT Financial Group, Inc., where he occasionally engages in sales of life insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Anna Jenkins serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over twenty years, she has developed a practice that encompasses concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services provided through Bank of America, N.A. Anna's educational background includes a bachelor's degree from Colorado State University, where she participated in the Music, Theater, and Dance Department. She holds professional designations as a Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Her expertise focuses on corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. Originally from Rapid City, South Dakota, Anna is engaged in her community through volunteering at her daughters' school and mentoring women in the financial industry. In her personal time, she enjoys camping, hiking, music, reading, skiing, and traveling.