Andy Ogide is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent several years playing professional basketball with teams in Europe and South America. Outside of his advisory role, he provides basketball skills training through CoachUp in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies and separately managed accounts. The firm operates nationwide with a large advisor and branch network and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Rex Thatcher is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial in Lakewood, CO. He previously worked at Guardian Life from 2008 to 2018. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Gweneth Marter is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and provides tools and strategies to support their financial goals. She has held her current position since 2025. Prior to this role, Gweneth worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, she gained experience at Vanguard, serving as an Ultra High Net Worth Client Consultant Supervisor from 2021 to 2023, a High Net Worth Service Administrator in 2021, and an Ultra High Net Worth Client Consultant from 2017 to 2021. Outside of her professional career, Gweneth enjoys spending time with friends at social events and engaging in outdoor activities such as hiking, running, and skiing.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

Brittany Larson is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. She has worked at multiple firms including Avantax and currently operates Larson Wealth Planners. In addition to her advisory work, Larson is involved in accounting and tax preparation through Larson Accounting Services LLC and Larson Tax and Financial, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

John Carnes Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including over a decade with Raymond James. Outside of advising, he owns a small residential rental property used to support his college-aged son. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced risk profiling and modeling tools, supporting implementation through various advisory programs.

Arlette Gurrola Morales is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2017. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Colten Hill is a Planning Consultant at Fidelity Investments, where he has been advancing his career since 2021. He has held several roles within the firm, including Investment Solutions Representative III, II, and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. In his current role, Colten partners with clients and their families to work towards their financial goals and visions, maintaining a focus on their concerns through goal-based financial planning. Colten holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional responsibilities, he enjoys boating, football, golf, spending time at the lake, outdoor adventures, and snowboarding.

Kurt Cambier is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2008. Cambier serves as a board trustee for the Virginia Cambier Children’s Foundation and is involved in independent insurance activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of platform solutions and proprietary as well as third-party model strategies.

Dallas Grabow is a CFP® with 29 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked at the Credit Union of Colorado since 2009. His career includes involvement with an insurance agency and multiple investment centers under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Richard Hendry is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory services and employer-sponsored retirement plans.

Tyler Freeman is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has held multiple business roles, including ownership of Tyler Freeman LLC. Freeman is involved in community organizations such as Golden Orator Toastmasters and the Golden Rotary-Satellite club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Daniel Lewis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education roles including positions at the Saint Vrain Valley School District and San Diego Unified School District. He is also involved with Colorado CPR Pros. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Barbara Grant is a CFP®-credentialed financial advisor with 39 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years at UBS Financial Services. Grant serves as a trustee for her sister’s investment-related trust in Lakewood, CO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.