Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Kevin Rodriguez 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 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Michelle Emerick is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently associated with LPL Financial and has held prior roles at Elevations Credit Union, CUSO Financial Services, LP, and U.S. Bancorp Investments, Inc. Her professional background includes work in wealth management services related to her LPL business. 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, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.

Owen Tveten is a financial advisor with Thrivent Investment Management in Longmont, CO, holding a Series 66 credential and 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a trustee involved in ranch management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Nathaniel Cicotello is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2010. 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 utilizes multi-asset model portfolios alongside a formal alternative-investment offering.

Christopher Dickens is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 with a two-year tenure at Key Investment Services and PNC Investments LLC in between. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Anthony Urrutia is a financial advisor at LPL Financial with eight years of industry experience and a Series 66 designation. He has worked at LPL Financial since 2021, and prior to that held roles at Waddell & Reed, Edward Jones, and Farmers Financial Solutions. Outside of finance, he is involved in basketball player development and training, a business he has operated since 2018. 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 portfolios, and third-party asset management, supported by a broad platform of investment strategies and advisor tools.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

Billy Funderburk is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America, Inc. and Edward Jones. Funderburk operates a business under the DBA Funderburk Financial related to his advisory activities. 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 financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies.

Harry Koplar is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011, including its affiliated entities. Koplar is also employed as a financial advisor for S.E. Water Tower Operational Support LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Eve Pickhardt is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2014, including roles in consulting and wealth management. Pickhardt holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and portfolio modeling techniques.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Marva Amerine is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Kent Welley is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following a one-year tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Trevor Petty is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and recent industry experience beginning in 2025. Prior to joining Thrivent, he served on the board of Colorado Christian Campus Ministries for over a decade and currently serves on the boards of Future of Faith and a local condominium association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary portfolio management.

Amelia Guidi is a financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and was previously with UBS Financial Services from 2013 to 2019. Outside of her advisory role, she serves on the finance committee for the St. Vrain Valley School District and is involved with RAKD Fitness LLC, a personal training business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.