Carlos Marquez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, and traveling.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Maxwell Paul is a Series 66-credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. 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 and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Conor Mccallin is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the investment committee of Regis Jesuit High School in Aurora, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques, focusing on advisory services rather than individual security recommendations.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.

Beth Stenz is a financial advisor with Edward Jones in Erie, Colorado, holding CFP® and ChFC® designations with 18 years of industry experience. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns Heels on the Gridiron LLC, a lifestyle blog covering travel, fashion, beauty, and sports. 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 discretionary and non-discretionary investment strategies and provides affiliated capabilities including trust services and securities-based lending.

Benjamin Disalle Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2015, and prior to that with Summit Financial Group Inc. He serves as treasurer for The Financial Retirement Group Inc. and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Michael Whited is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and its affiliates for over a decade. He is based in Denver, Colorado. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Matthew Gerth is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and three years of industry experience. He previously worked at CIBC Private Wealth Management, Bank of America Private Bank, and SunTrust Bank. Outside of finance, he is involved with DND Fitness LLC, where he models fitness attire for digital media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Maisie Jones is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She develops engagement strategies to support each client's unique planning and relationship needs. Jones has worked in various roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate. Prior to joining Fidelity, she completed a Financial Planning Internship at New England Professional Planning Group in 2019.

Christopher O'Neill is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes nearly a decade at Wells Fargo Advisors before joining Raymond James in 2019. Outside of his advisory role, he owns and sells artwork through a personal business, Skull Labs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Joseph Sartini is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MarketChief.io and DR Microgrid. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Vinchenza Burney is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. She has held various roles within Cetera and associated firms since 2017. Outside of financial services, Burney is involved in youth development as a leader and vice chair of the Good News 4-H Club, a nonprofit focused on 4-H youth activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.

Reid Johnson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is involved in scuba training as a dive master and participates as a principal trumpet performer with the Front Range Youth Symphony and as a volunteer student leader with Colorado Ambassadors of Music. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving 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 third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Fiona Van Stout is a ChFC® credentialed financial advisor with three years of industry experience currently with LPL Financial. Her prior roles include positions at Thimbleberry Financial and Fiona Marion Wealth Coaching, as well as five years as an English teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Roger Dael is a financial advisor with Ameriprise in Boulder, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2018, including its affiliated entities, and previously at Wells Fargo Advisors. Outside of his advisory work, he serves on the Board of Directors and as Secretary for Colie’s Closet and is involved with the Boulder Mountain Bike Alliance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing personalized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.