Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

Brian Whatley is a CFP® certified financial advisor with 18 years of industry experience, currently with LPL Financial. His prior experience includes roles at Wells Fargo Clearing, Fisher Investments, Personal Capital Advisors Corporation, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Staci Heath is a financial advisor with Edward Jones in Lakewood, Colorado, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Terumo BCT and Karl Storz Endoscopy-America, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Nogajewski is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Lauterbach & Amen as an Associate Actuary providing audit and accounting services. He has also held roles outside finance, including positions at the UCCS Gallogly Recreation Center and UCCS Office of Admissions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.

Matthew Lancaster is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Next Financial Group. Outside of his advisory role, he is involved with Bridge Portfolio Management LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by research and technology tools.

Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Daniel Callaghan is a financial advisor with LPL Financial in Wheat Ridge, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL in 2019. Outside of his advisory role, he owns a camper rental business and works seasonally as a support driver. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and third-party subadvisors.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2001. Jeffcoat also serves in a financial institution role at the Credit Union of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and integrated financial services.

Jon Zimmerman is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at X West Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Elias Pfeifer is a Series 66-licensed financial advisor with LPL Financial in Golden, CO, bringing one year of industry experience. Prior to joining LPL Financial, he held roles in various businesses including book­keeping and accounting through Pfeifer Professional Services, which he owns. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Shelley Herold is a Financial Consultant with Fidelity Investments, serving clients in the greater Denver area since 2022. She brings to her current role a comprehensive background in finance and investments, emphasizing client-centered financial planning. With 37 years of experience, Ms. Herold has held various positions across the financial sector, including roles as a Planning Consultant and Investment Consultant at Fidelity Investments, Central Relationship Manager at Fidelity Investments, and Senior Institutional Equity positions at Noble Capital Markets, Cirrus Research LLC, First Analysis Corp, and A.G. Edwards & Sons, Inc. Her career also includes experience at Merrill Lynch & Co., Inc., and Boettcher & Co., Inc. This extensive experience spans institutional equity, capital markets, private equity, and financial planning, equipping her to develop comprehensive financial strategies for her clients.

Brady Stevens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab & Co., Inc. He has a diverse background that includes roles in country clubs and arenas as well as time spent in full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Kenton Huff is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at LPL Financial since 2010 and previously spent time with Equitable Advisors and 1717 Capital Management Company. Outside of his advisory role, he is involved in non-variable insurance sales through Huff Insurance Services and participates in direct sales of nutritional products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms while supporting advisors with research and operational tools.

Lisa Purcell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2013, previously serving as a Financial Consultant. Prior to joining Fidelity, Lisa held various positions at TIAA-CREF from 1995 to 2013, including Wealth Management Advisor, Senior Individual Consultant, Personal Investment & Trust Consultant, and Individual Consultant. Her professional experience spans benefits consulting, financial consulting, wealth management, and individual consulting. Lisa holds insurance licenses in Arkansas and California.

Ashley Sundseth is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at Watson and Co and held several positions outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through its network of over 14,000 financial advisors.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Lorena Frank is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to that, she was employed at Rhein Haus from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Caitlyn Dunbar is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015 and is also involved with Earth Treks Climbing Center outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.