Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has held roles at firms including I.M. Financial, Merit Financial Group, and his own Novak CPA & Financial Services, where he provides tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.

TJ Vondra is currently a Market Leader at Fidelity Investments, where he focuses on creating an environment that supports both employees and clients in achieving success. He emphasizes a client-first approach in his work and dedicates his efforts to fostering connections, providing feedback, and supplying necessary resources. TJ has a broad range of experience in the financial services industry. Prior to his current role, he served as Vice President and Branch Office Manager at Fidelity Investments from 2016 to 2025, and briefly as Assistant Branch Manager in 2016. Before joining Fidelity, he held several positions at Ameriprise Financial, including Director of Sales from 2014 to 2016, Sales Manager from 2009 to 2014, and Financial Advisor from 2008 to 2009.

Kyle Schubert is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation. He has one year of industry experience, including prior roles at BMO, American Financing, and Pulte Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Christina Johnson is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Roy Persky is a financial advisor with LPL Financial in Lakewood, Colorado. He holds the Series 63 and Series 65 designations and has 31 years of industry experience. Prior to joining LPL Financial, he worked at Linsco Private Ledger from 2004 to the present. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside access to model portfolios and research.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and has prior work experience in various roles at companies including Amazon, Cost Plus World Market, and Alta Tutoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and additional services such as trust management and securities-based lending.

Kristofer Copeland is a financial advisor at Mass Mutual Investors Services with the ChFC® designation and Series 66 license. He has five years of industry experience, including roles at Brown Brothers Harriman and Co and Learfield-IMG College. In addition to his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and collaborative, annual planning engagements.

Michael Crotty is a financial advisor at UBS Financial Services with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley since 2009. Based in Lafayette, CO, he has worked in private banking and wealth management roles during his career. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Michael Sutton is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Ball Aerospace, Delivered Services LLC, and Bell Helicopter. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jessica Beck is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Bank of the West. Beck is involved with the Women's Estate Planning Council in Denver, serving as a Programs Co-Chair and member. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management solutions and utilizing both proprietary and third-party investment strategies.

Mark Tighe Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2021. Prior to this, he was involved with the Evergreen Chamber of Commerce and the Applewood Business Association, and he has experience with various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Darin Hammerschmidt is a CFP® professional with 18 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at Waddell & Reed, Inc. and various insurance agencies. Hammerschmidt has served on the Kiwanis Club of Lakewood Board since 2009 and is involved with local business organizations including the Wheat Ridge Business Association and West Chamber Serving Jefferson County. He is also president and sole owner of Hammer1 Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and technology-driven portfolio management.

Blake Finlayson is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles from High Net Worth Service Associate to Financial Representative before assuming his current position. Prior to joining Fidelity, he gained experience as a Service Banker at Bank of the West from 2020 to 2021. Blake's professional background spans client service and financial planning, with a focus on high net worth clients and individual financial consultation. His role involves working closely with clients to understand their financial situations and developing tailored strategies to meet their objectives. Outside of his professional responsibilities, Blake enjoys activities such as spending time with family, exploring food interests, socializing with friends, golfing, and engaging in outdoor adventures.

Matt Frederick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Claire McKee is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, gaining experience in various roles including Relationship Manager, Managed Accounts Support Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Throughout her career, Claire has focused on educating and assisting clients in finding strategies to pursue their personal and unique goals. Her experience at Fidelity Investments spans several areas of client support and investment solutions, contributing to her comprehensive understanding of financial planning and client relationship management. Outside of her professional life, Claire's interests include cooking and baking, spending time at the lake, reading, and traveling.

Dylan Gray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Edward Jones since 2021 and previously spent six years at Stifel Nicolaus & Co. 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 large network of financial advisors and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

Amin Dabit is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2023. His prior roles include positions at AD Capital, Alto Solutions, and Personal Capital Advisors. Outside of his advisory work, he is the owner of AD Capital, a holding company for industrial real estate. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Daniel Rothery is a Series 65-licensed financial advisor with Edelman Financial Engines, bringing experience from several prior roles including positions at Deutsche Bank Trust Company and Pathstone. He joined Edelman Financial Engines in 2026 and is based in Erie, Colorado. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Kimberly Grandinetti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she has operated KAG Consulting LLC and held a leadership position at the Westwood Ridge Home Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.