Sierra James is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2022. Prior to that, she spent over a decade at Cantella & Co., Inc. Outside of her advisory role, she is employed in the food and beverage industry as a W2 employee at Valle Restaurant in Oceanside, CA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions, with options for discretionary and non-discretionary investment strategies.

Christopher Smith is a Series 66-licensed financial advisor with Ameriprise in Arvada, Colorado, and has 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Brandt Kidwell is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to enhance their financial wellbeing by understanding their unique goals and challenges. Prior to this, he served as a Benefits & Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. Before joining Fidelity Investments, Brandt worked as a Mortgage Banking Consultant at Carrington Holdings from 2016 to 2020. Throughout his career, he has focused on helping clients understand their executive benefits and integrate them into personalized financial plans. His approach centers on building long-lasting relationships based on trust, reliability, and competence.

William Potter is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 43 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Keri Pugh is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she worked at National Planning Corporation for nine years. She is the owner of Keri I. Pugh, Inc., a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

John Williams is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2023. He focuses on providing relationship-based financial planning for a select group of clients, utilizing advanced financial planning software to model unique client scenarios. He has been with Fidelity Investments since 2009, holding various positions including PWM, Investment Management Consultant; Senior Portfolio Specialist; Portfolio Specialist; PAS - Client Management Representative; Regional Sales Consultant; Senior Investments Help Desk; Investment Solutions Representative; and Financial Representative. Prior to Fidelity, he completed internships at First Southwest Company in 2004 and 2005. John holds a California Insurance License. Outside of his professional work, he enjoys family activities and running.

Harley Tierheimer is a financial advisor with J.P. Morgan Securities in Lakewood, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. from 2001 to 2022 and J.P. Morgan Securities LLC since 2019. J.P. Morgan Securities LLC 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 incorporates an ESG eligibility framework when recommending investment strategies.

Marc Daniels is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Cetera Wealth Services, LLC since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party money managers.

Christian Holgard is a financial advisor with Thrivent Investment Management in Lakewood, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Holgard serves as an advisor to the non-profit Lakewood Connects, which facilitates collaboration among faith communities, businesses, government agencies, and schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across a range of topics without discretionary trading authority or institutional portfolio management.

Michael Strong is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Watch Advisors, Gradient Advisors LLC, and Jackson National Life Distributors LLC. Outside of his advisory role, he owns and conducts seminars for Personal Benefit Services Fed Training LLC, focusing on federal employee benefits. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers integrated brokerage and advisory services using advanced portfolio construction tools and supports various third-party managed-account solutions.

Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. 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 strategies, separately managed accounts, and affiliated mutual funds.

Michael Countryman is a CFP®-designated financial advisor with Edward Jones in Arvada, CO, having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a USA Swimming Meet Official for the North Jeffco Swim Team in Arvada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Oleg Metsaev is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at MetLife Securities from 2005 to 2017 and Massachusetts Mutual Life Insurance Company since 2016. He also operates a fee-based financial planning business under the DBA Financial Planning Group in Arvada, Colorado. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved software tools and delivers recommendations focused on investment categories and strategies.

Kameron Cambier is a financial advisor with Cambridge Investment Research Advisors in Golden, CO, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Cambridge Investment Research, Inc. since 2017 and has experience in logistics and landscaping. He is also the owner of Centennial Capital Partners, a separate advisory business. 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 a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Niccolo Coco is a CFP® professional affiliated with OSAIC, carrying two years of industry experience. His prior roles include positions at Securities America, inc., Kroger, Iron Lion, CYLA, and Develyn Jr/Sr High School. He offers additional services through his S Corp, COCO FINANCIAL POSITION, which focuses on life insurance research and policy maintenance. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage, advisory, and financial planning services. The firm utilizes various tools and third-party platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Nanette Fahrenbruch is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Lakewood, CO. Outside of her advisory role, she has an ownership interest in a rental business in Aurora, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Emily Murray serves as a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role she has held since 2023. She works with clients to develop financial plans that align with their individual goals and values, providing guidance to support long-term financial confidence and utilization of Fidelity's resources. Prior to her current position, Emily accumulated experience at Fidelity in roles including Workplace Planning Consultant (2022-2023), Premium Client Services (2022), and Customer Relationship Advocate (2021-2022). This progression reflects her expanding expertise in client service and financial planning within the company. Outside of her professional work, Emily has interests that include attending concerts, fitness activities, culinary experiences, outdoor adventures, caring for pets, and traveling.

Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Schaecher is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 through a broad network of financial advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.