Amit Shrestha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Sikora is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at W.J. Doyle and has experience in diverse roles including delivery driving for DoorDash. Sikora also provides financial planning and consulting services through Bighorn Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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 affiliated mutual funds.

Susan Spangler is a financial advisor at Cetera with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Cetera Wealth Services, LLC since 2013 and Cetera Investment Advisers, LLC since 2025. Outside of her advisory role, she volunteers at her child’s school providing library assistance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Amy Rosenberg is a financial advisor at Edward Jones in Westminster, CO, holding a Series 63 designation with 14 years of industry experience. She previously worked at TIAA and Tiaa from 2016 to 2025. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. 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 provides both brokerage and advisory solutions.

Christopher Martin is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses and is based in Erie, Colorado. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Lance Styer is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in several business ventures including manufacturing, ranching, and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, 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.

Makeda Gebre is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Transamerica Financial Advisors and has diverse work experience including roles as a content creator focused on motivation, lifestyle, health, and fitness, and an owner of a mobile app centered on healthy green juice recipes. She is also engaged as an independent contractor delivering groceries and creating content. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework to its recommendations.

Saleem Aldawoodi is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including trucking and commodity risk before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Devin Barton is a financial advisor at Edward Jones with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory role, he owns Barton Enterprises LLC, a business engaged in owning and leasing commercial real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Matthew Simmons is a financial advisor at Edward Jones in Westminster, CO, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory work, Simmons is an ordained minister performing weddings and funerals, and he pursues activities in fire eating, storytelling, and modeling. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Brian Bush is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 23 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is currently a part owner and financial professional at FS Advisors Wealth Management. Bush Wealth LLC is an entity he owns for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, CO, holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a diverse set of investment strategies supported by proprietary and third-party research.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kenric Vezina is a financial advisor with Edelman Financial Engines in Westminster, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of finance, he provides freelance voice over services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a proprietary modeling process with planner delivery and online tools. The firm manages a wide range of portfolios with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.