John Peterson is a CFP®-certified financial advisor with Edward Jones in Littleton, CO, where he has worked for 25 years. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Kenneth Middleton is a financial advisor with Ameriprise in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at The Huntington Investment Company, JPMorgan Chase Bank, and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Whitney Redler is a Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads teams that collaborate with clients to develop financial plans by understanding their goals, concerns, and investment experience. Her teams provide personalized guidance and strategies aimed at helping clients achieve their financial objectives. Her experience at Fidelity Investments spans from 2020 to the present, including roles such as Team Leader in Advisory Services and Investment Solutions, Onboarding Team Leader, and Customer Relationship Advocate. This progression reflects a focus on client service and leadership within the financial services sector. Outside of her professional responsibilities, Whitney's interests include comedy, cooking and baking, fitness, reading, and volunteering.

James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Kyle Bell is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Ed Bozarth Chevrolet Company, INC. from 2011 to 2018. Outside of his advisory role, he has an investment interest in Perform X Training Systems, a sports training business. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Green III is a financial advisor with Edward Jones in Lakewood, CO, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Kelsey Ruttenberg is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, and at U.S. Bank and Wells Fargo in earlier roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Brian Johnson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Cambridge since 2014. Johnson is also involved with Consilium Strategy and owns Johnson Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Aidan Mueller is a financial advisor with Fidelity in Lakewood, CO, holding a Series 66 designation. He has held positions at Reynders McVeigh Capital Management, Beauport Financial, and the Town of Rockport, and has experience working at Boston College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its models and utilizes delegated management and oversight to address potential conflicts of interest.

Dwight Steward is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Arvada, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Steven Ewen is a financial advisor with Cambridge Investment Research Advisors in Golden, CO, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Client One Securities and various independent insurance agencies. Ewen also owns Ewen Financial Services, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies tailored to client objectives.

Galo Medina is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Avantax in various advisory and insurance-related roles. Outside of his financial services career, he supervises the Froggie Five-O safety escort program for the Texas Christian University police department. Cetera Investment Advisers LLC serves individual, corporate, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kayla Alexander is a financial advisor with Cambridge Investment Research Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at Fidelity Investments, Wells Fargo, and Energy Fuels Resources. Outside of financial services, she is employed in pet and animal services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, under various custody and platform arrangements tailored to client objectives.

Giana Ramsey is a Series 66-licensed financial advisor with Edward Jones in Lakewood, CO, holding one year of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Gary Poling is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors, Inc. and True North Capital Group since 2009. Outside of his advisory role, he serves as president and independent contractor of True North Capital Group, overseeing payroll and employees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Matthew Arminio is a Financial Consultant at Fidelity Investments. He works with clients and families to understand their unique needs and collaborates with them to create plans that align their financial goals with their financial strategies. Matthew has been with Fidelity Investments since 2021. He has held roles including Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. His experience spans various aspects of investment consulting and financial planning. No information about his education, credentials, personal interests, or community involvement has been provided.

Shai Rikon is a financial advisor with Edward Jones in Littleton, CO, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bradley Cooke is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Fisher Investments, Ameriprise, Fidelity Investments, and several other firms. Outside of advisory work, he serves as a for-profit board member for DUBL, a company based in Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, combining extensive technology tools and broad non-advisory financial activities with oversight of substantial discretionary assets.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.