Christina Johnson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Roy Persky is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes five years at RBC Capital Markets followed by 22 years at Linsco Private Ledger. 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 advisory and brokerage services, including financial planning and access to model portfolios, with investment management supported by proprietary research and third-party subadvisors.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and has prior work experience in various roles at companies including Amazon, Cost Plus World Market, and Alta Tutoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and additional services such as trust management and securities-based lending.

Kristofer Copeland is a financial advisor at Mass Mutual Investors Services with the ChFC® designation and Series 66 license. He has five years of industry experience, including roles at Brown Brothers Harriman and Co and Learfield-IMG College. In addition to his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC 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, employing firm-approved tools and collaborative, annual planning engagements.

Michael Sutton is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Ball Aerospace, Delivered Services LLC, and Bell Helicopter. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gina Duryea is a financial advisor at Osaic with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Cetera Wealth Services, and Pension Planners Securities. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys and holds an insurance sales license for fixed annuity, life, and long-term care products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios that include a variety of securities and alternative investments.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 17 years of industry experience. He has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jessica Beck is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Bank of the West. Beck is involved with the Women's Estate Planning Council in Denver, serving as a Programs Co-Chair and member. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management solutions and utilizing both proprietary and third-party investment strategies.

James Golden is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Golden serves on the finance committees of Golden View Classical Academy in Colorado and Our Lady of Lourdes Catholic Church in Missouri. 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, supported by a large network of advisors and branch offices nationwide.

Mark Tighe Jr. is a Series 66-licensed financial advisor with LPL Financial, based in Wheat Ridge, CO, and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he spent 12 years with Waddell & Reed, Inc. He has also been involved with the Evergreen Chamber of Commerce since 2018 and held roles at the Applewood Business Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Darin Hammerschmidt is a CFP® professional affiliated with LPL Financial, with 18 years of industry experience. He has been with LPL Financial since 2021 and has held roles including president and sole owner of Hammer1 Holdings LLC since 2019. Hammerschmidt has been actively involved in several community and business organizations, including a board membership with the Kiwanis Club of Lakewood since 2009 and participation with local chambers and business associations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced advisor tools.

Dylan Gray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Edward Jones since 2021 and previously spent six years at Stifel Nicolaus & Co. 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 through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Kimberly Grandinetti is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory and consulting roles at firms including Transamerica Financial Advisors and World Financial Group. She has also led KAG Consulting LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and a diverse suite of investment strategies.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.

Candace Allen is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various roles since 2009. Outside of her advisory work, Allen serves as a power of attorney and trustee for family trusts and estates. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines research and planning tools with flexible implementation options, serving clients who meet specific net-worth criteria.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held positions in healthcare, including roles at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and investment services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Christopher Fleurat is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at Securities America, Investacorp, and Highland Capital, where he also serves as a wholesaler of fixed index and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party managed accounts and wrap programs.

Russ Stallings is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2018 and also co-owns farmland purchased from his grandfather's estate, which he and his wife rent to a local farmer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, affiliated mutual funds, and other financial services supported by a nationwide network of approximately 23,701 advisors.