James Davis is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of related financial products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining authority over model selection and management.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory Services and Kestra Investment Services from 2019 to 2026, and Life Transition Planners from 2014 to 2018. Levine also serves as an Associate Advisor at Catalyst Retirement Advisors, where he supports lead advisors in financial planning and client service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced advisor tools.

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

Andrew Ekberg is a financial advisor with Raymond James Financial in Golden, Colorado, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2016 to 2024. He is also an independent contractor and wealth advisor with Garrison Financial Group. 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 investment consulting, supported by analytical tools and a range of advisory programs.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Geoffrey Sans is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios and incorporates specialized risk management and tax-aware strategies.

Anthony Piazza is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines and has held prior roles at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. He is licensed with Series 63 and Series 65 designations and is based in Arvada, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Andrea Kerkhoff is a financial advisor with Edward Jones in Lakewood, CO, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she was engaged in the fitness industry, including roles as a personal trainer at Life Time Fitness and owner and head coach of InPower Fitness, where she provided virtual personal training services. Andrea continues to work as a personal trainer on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Jasmine Macias is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Bank of America and Northwestern Mutual. Outside of her advisory work, she manages rental properties in Colorado. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary investment strategies to a range of clients such as individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

James Mosley is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 18 years of industry experience. His career includes roles at Merrill, Edward Jones, Transamerica Capital, and currently at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he was involved with Rocky Mountain Car Wash LLC from 2022 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Elizabeth Thorpe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Her spouse owns Canmac Engineering Corporation, where she serves as secretary and check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Bobby Rost is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory work, he serves as a high school football official and works as a rideshare driver. 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. The firm offers discretionary and non-discretionary services, including model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Chris Counce is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Voya Financial Advisors and Altitude Investment Management, where he is a non-managing partner focused on marketing advisory models. Outside of finance, he is involved in art production and sales through an entity he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account management.

Kevin Hough is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand employer benefits and develop plans aimed at achieving their financial goals. He employs a consultative approach tailored to meet clients' preferences and seeks to empower them throughout the planning process, fostering confidence and maintaining strong relationships. Kevin's professional experience spans various roles in the financial services industry, including positions as a Financial Consultant at TIAA from 2018 to 2025, Financial Advisor at Edward Jones in 2017, Group Account Representative at Mutual of America from 2012 to 2016, Internal Sales Consultant at State Farm from 2008 to 2012, and Licensed Account Representative at Steve Tarrant State Farm Agency from 2004 to 2008. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin has interests in beach activities, biking, fitness, hiking, music, and parenthood.

Michael Herman is a financial advisor at OSAIC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mutual of Omaha Investor Services and Securities America. Herman volunteers with the Golden Chamber of Commerce, where he serves as a board member and ambassador. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Matthew Cox is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Edward Jones in Lakewood, CO. He has been with Edward Jones since 2011. Outside of his advisory role, he is a partner in La Bella Vita Health and Wellness, a clinic based in Westminster, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Walter Heidenreich III is a financial advisor with Cambridge Investment Research Advisors in Littleton, CO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. He serves as president of Horizons of Colorado, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of platform and custody arrangements, and it provides both proprietary and third-party investment strategies.