Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Bryan Jaszczak is a financial advisor at Edward Jones in Louisville, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Equitable Advisors and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Philip Yanaros is a Financial Consultant at Fidelity Investments. He joined Fidelity in 2016 and has held various roles within the company, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Representative at Barnum Financial Group from 2015 to 2016. Philip focuses on partnering with clients to pursue their financial goals. He utilizes Fidelity's access to information, tools, and experience to support his clients' financial well-being. His professional experience spans several years within the financial services industry, with a focus on investment consulting and relationship management.

Julie Papacek is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Cetera entities since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple investment strategies and program structures.

Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wayne Granger is a financial advisor with Edward Jones in Longmont, CO, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for several charter schools over the past decade. He is also the owner of a leadership consulting and coaching business, Leadership Overflow LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Brian Whatley is a financial advisor with LPL Financial in Arvada, CO, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including positions at Wells Fargo Clearing and Fisher Investments. Outside of advising, he owns a rental property in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and corporations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Justin Anisimow is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. Prior to this, he was employed at JPMorgan Chase Bank, N.A., and also spent time working at Holy Family High School and Buffalo Wild Wings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.

Leland Frank is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Bank and Wells Fargo Advisors LLC. Outside of finance, he works as a voice actor for children's books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Ashlee Wrobel is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including financial wellness services at CSU Chico and positions in academic institutions prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, delivering planning services without discretionary trading authority.

Stacey Bouthillette is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 10 years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard.

Courtney Styer is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Courtney worked at Hotel Engine and Colorado Retina Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Cathy Maestas is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has worked with several affiliated firms, including Cetera Wealth Services, Summit Brokerage Services, and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Calin Gray is a CFP®-designated financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2022, he held various roles including positions at MY Wealth Planners and FirstBank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options from cash-flow and retirement to specialized services such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and over 25 years at LPL within a 26-year industry career. He has been involved with the Credit Union of Colorado in a financial institution investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.