Jeffrey Thompson is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at New England Securities for six years before joining LPL Financial in 2011. In addition to his advisory role, he sells fixed insurance through his DBA, Colorado Financial Partners, LLC. 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 investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Vann Schield is a financial advisor at Raymond James Financial with a Series 66 credential and less than one year of industry experience. He previously worked at Carnes Wealth Management and has educational experience at Colorado State University and Rock Canyon High School. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Nathaniel Arnett is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments and its affiliates since 2017, following four years at Cors & Bassett, LLC. 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, and is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Lucas Benjamin is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various construction and mechanical companies as well as a position at Colorado State University. Outside of his advisory role, he owns a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Evan Ankenbruck is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Jack Derby III is a CFP® and CFA® with 28 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has worked there since 2008. He also serves as an independent insurance agent and president of Derby Financial Group, a role he has held since 1995. 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 provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Jace Montera is a financial advisor with Edward Jones in Lakewood, CO. He holds the Series 66 designation and has two years of industry experience, including prior roles at AllHealth Network and SP Plus Corporation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branches, operating under a fiduciary standard.

Kyle Pape is an Executive Planning Consultant at Fidelity Investments, specializing in assisting clients with their employer benefits and personal accounts through comprehensive financial planning. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits Planning Consultant, Relationship Manager in Portfolio Advisory Services, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Kyle holds a California Insurance License which supports his work in providing financial advice and planning. His approach focuses on building strong client relationships based on reliability, competency, and compassion, emphasizing the importance of financial security as a component of personal wellbeing. Outside of his professional role, Kyle enjoys activities such as board games, cooking and baking, fitness, movies, visiting museums, and traveling.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Samuel Stewart is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Raymond James, Stewart worked at firms including Allstate Financial Advisors and Thrivent Financial. He owns an independent insurance agency, The Stewart Agency, LLC, where he sells personal and commercial lines insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and sponsors various advisory programs across a large network of advisors.

James Howe is a financial advisor with LPL Financial in Wheat Ridge, Colorado, holding the Series 63 and Series 66 designations and possessing nine years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, GWFS Equities, Fidelity, KC Resources, and Crystal River Oil & Gas. 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, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad scale of financial activities.

Braden Baer is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Securian Financial Services, North Star Financial Group, and Minnesota Life Insurance Company. Outside of his advisory work, he is employed as a golf caddie at the Denver Country Club. 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, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using model portfolios, customized strategies, and technology-supported research.

Gregory Hall is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked for 12 years. He has 11 years of industry experience. Outside of his advisory role, he is involved in a family floral business, packing and transporting flowers for weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laura Wedow is a financial advisor at LPL Financial in Arvada, Colorado, holding a Series 66 designation with two years of industry experience. Prior to her current role, she spent 30 years working in education within the Park County RE2 School District and one year at Adams 12 Five Star Schools. She is also a co-owner of a short-term rental property. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors with discretionary assets exceeding $819 billion.

Andrew Karnes is a Planning Consultant at Fidelity Investments, where he supports two books of clients and collaborates with two Financial Consultants as part of their Wealth Management Teams. In his role, he meets with new and existing clients to understand their financial goals and needs, assists in building and analyzing comprehensive financial analyses, and reviews strategies to improve their financial well-being. Andrew has been with Fidelity Investments since 2020, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant, Investment Consultant, and currently Planning Consultant. He holds licenses as an insurance agent in Arkansas and California, and is a registered investment advisor associate. Outside of his professional responsibilities, Andrew enjoys camping, fitness, golf, hiking, music, and spending time with his pets.

David Sprague is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Charles Schwab and Charles Schwab Investment Advisory for nearly a decade. He is also involved with On Tap Credit Union in an investment and wealth management role and operates a home-based business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting various investment approaches including discretionary and non-discretionary strategies.

Dana Brown is a financial advisor with Wells Fargo Clearing in Wheat Ridge, CO, holding Series 63 and Series 65 designations and nine years of industry experience. Brown has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of advisors and offers brokerage and advisory solutions supported by extensive research and analytics.

Wendy Halingstad is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Cambier Investment Group, Meridian Wealth Management, Western Wealth Management, LPL Financial, and Icon Distributors. Outside of financial advising, she is a member of a family-operated home repair business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies adapted to client goals.