Brett Bengtson is a financial advisor with Ameriprise in Arvada, Colorado, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His career includes roles at LPL Financial, Investment Centers of America, and Jackson National Life Distributors. He owns and operates an LLC established to manage his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Nash is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Hotchkiss is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Golden, Colorado. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Michael Mc Clintic is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner of Pearl Park LLC, a partnership in Littleton, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Austin Mcstraw is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he worked at companies including LionBridge, Low VA Rates, Mountain America Credit Union, and Domino's Pizza. Outside of his advisory duties, he owns Merry & Bright Lighting Co LLC, a business that installs Christmas lights for residential homes. 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 and model portfolio programs, and supports advisors with a variety of investment strategies and operational tools.

Mark Johnson is a financial advisor with Thrivent Investment Management in Lakewood, CO, holding Series 63 and Series 66 registrations with nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017. Johnson serves on the Finance Team at St. Luke's United Methodist Church, providing oversight of the church’s fiscal budget and general fund. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Randy Leslie is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Leslie also operates under the DBA Colorado Financial Partners, LLC. 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 portfolio programs, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Andrew Ahrens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. Outside of his advisory role, Ahrens operates an independent insurance agency focusing on life and health insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Matthew Hancock is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His previous roles include positions at UBS Financial Services and Fidelity Brokerage Services. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Amy Clemens is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 registrations and four years of industry experience. Her prior roles include positions at JPMorgan Chase, New York Life, Fidelity Investments, and involvement with the Young Americans Center for Financial Education. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is characterized by its large nationwide network of advisors and branches, and by providing affiliated capabilities such as a trust company and proprietary mutual funds.

Keith Stechmesser is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning in areas such as retirement, tax, estate, and business continuation, with the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.

John Prichard is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Edward Jones for six years and Dorsey Pictures for four years. He holds the Series 66 designation and is based in Lakewood, Colorado. 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 supported by research and analytics from the Wells Fargo Investment Institute.

Randolph Huiting is a CFP® and CFA® with 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. 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, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Gary Dorsheimer is a financial advisor with Edward Jones in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in real estate as an owner and landlord of both residential and commercial properties through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Hewitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

Erica Fulton is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. Outside of her advisory role, she serves as a notary and holds a position as Senior Premier Relationship Manager at BMO Harris Bank. 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, supported by extensive technology tools and a broad suite of non-advisory financial products.

Kyle Schubert is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation. He has one year of industry experience, including prior roles at BMO, American Financing, and Pulte Mortgage. 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, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.