Daniel Herda is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates. Outside of finance, he worked in waterfront restoration and the food service industry before his advisory career. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. 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 under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. Outside of advisory services, she owns and operates Redding Tax Strategies, LLC, a tax-related business. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Trevor Dietrich is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 license and 14 years of industry experience. He worked at Edward Jones from 2011 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved in a multi-level marketing business called LIVE PURE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Jacob Rueter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Carvana, and Cooper & Rueter LLP. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

David Choury is a financial advisor with Primerica Advisors in Westminster, CO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory work, he is an officer of Choury Financial Group Inc., a legal entity formed for Primerica business purposes, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a percentage-based tiered wrap fee structure.

Clark Saenz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been involved in tax preparation and accounting through his role as CEO of Saenz Financial Services LLC since 2013 and also prepares tax returns as a contractor with Gosset and Associates. Saenz serves as a trustee of the Margaret Ellen Waldon Children's Trust, managing and distributing trust funds. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with a variety of program structures and investment options, managing over $256 billion in assets through more than 10,000 advisors.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Andrew Martel Valdez is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has experience at several firms including Bank of America, Wells Fargo, and Northwestern Mutual. Prior to entering the financial industry, he worked in various roles including at Hastings College and Best Buy. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.

Mackenzie Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Roberts worked at Swiftly, Salsify, Foundry Brands, Amazon, and Fred Meyer Jewelers. 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 nationwide network of over 23,000 financial advisors.

Jesse Climer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Brinker International in a non-financial role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

James Jacobson is a financial advisor at Edward Jones in Westminster, CO, holding CFP® and Series 66 designations with five years of industry experience. His prior roles include positions at Fannie Mae and SunTrust Bank. Outside of his advisory work, he serves on the Building Fund Board and chairs the Capital Campaign Committee for the Bal Swan Children's Center, a private school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.