Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Northwestern Mutual, and The Stone Creek Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

James Crossman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Brad Thorstenson is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Kyle Pritchard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2024. Prior to joining Fidelity, his work history includes various self-employed roles and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Max Gollobin is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Brown Brothers Harriman before joining J.P. Morgan in 2018. Outside of his advisory work, he serves as board treasurer for Prospect Street Writers House, a nonprofit that provides housing and support to aspiring writers. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Susan Winter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at SVB Financial Group and First Citizens Banc Shares, Inc. Her current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank in Denver, CO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a larger organization that includes broker-dealer and banking activities.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Colton Wise is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Guggenheim Partners and J2 Partners before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hadley Griggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan, Griggs attended Boston College and held roles at Prudential Insurance Company of America and The Atlanta Braves. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Teagan Mcgee is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2025. Outside of her advisory role, she works as a Beverage Cart Assistant at The Ranch Country Club. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients across a broad range of financial planning needs.

Anna Schaefer is a Series 66 credentialed advisor with J.P. Morgan Securities in Denver, Colorado. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she had positions at Deloitte and Global Medical Response. She also has experience with nonprofit work at the Boulder Shelter for the Homeless and involvement in local business ventures including The Post Chicken & Beer. 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 an ESG eligibility framework to support its recommendations.

Noel Culberson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as an investment committee member for the Boulder Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.