Jacob Duckett is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Christopher Lawyer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2016, preceded by roles at MSI Financial Services, Inc. and New England Securities. Outside of his advisory work, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, and supports its advisors with research, technology, and a broad array of financial products.

Tanner Terry is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Tanner has accumulated experience in various roles within the financial industry, including Analyst at Goldman Sachs from 2021 to 2023, Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and Customer Relationship Advocate at Fidelity Investments from 2019 to 2020. As a first-generation college graduate, Tanner has developed a commitment to educating and guiding individuals in making informed financial decisions. He emphasizes building trust and understanding with clients to identify unique priorities and establish relevant financial goals. Tanner's approach focuses on collaboration to work toward a better financial future.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Marcia Wooley is a CFP®-certified financial advisor with 24 years of industry experience, currently with MassMutual Investors Services in Lakewood, CO. She has worked at MassMutual and its affiliates since 2017 and previously spent 17 years with Metlife Securities, Inc. and Metropolitan Life Insurance Co. MML Investors Services, LLC, where she is employed, is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop client recommendations without discretionary authority.

Marc Rossouw is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 designation and operates out of Evergreen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Tyler Oglesby is a financial advisor at Edward Jones in Golden, CO, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Sean Regnier is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in advertising and insurance roles, including positions at Bayard Advertising and Goosehead Insurance. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bernard Taillon III is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Walnut Street Securities, Walnut Street Advisers, and HFG Advisors. Taillon is also a practicing CPA, providing tax preparation, bookkeeping, and tax advisory services through his own firm, BTS, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Commercial Federal Bank, and Waddell & Reed. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Huy Nguyen is a financial advisor with Fidelity Investments in Lakewood, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab, the Tennyson Center for Children, and Target Corporation. He was also involved with the Vietnamese Eucharistic Youth Movement for seven years. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI-driven research tools.

Slavi Fildishev is a financial advisor at Edward Jones in Lakewood, CO, holding the CFA® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Benjamin Bolt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Broomfield, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary solutions, including a notable range of insurance-related investment options.

Jody Mcnerney is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked previously at BMO Bank NA, BancWest Investment Services, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 extensive resources and technology.

Brett Schmit is a Financial 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 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Planning Consultant before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Brett has gained experience in financial planning and client relationship management. His work focuses on collaborating with clients to create tailored financial strategies that support their long-term objectives. Further information regarding his education, credentials, or personal interests has not been provided.

Brittany Jarocki is a financial advisor with LPL Financial in Littleton, CO, holding a Series 66 designation and nine years of industry experience. She previously worked at Level Four Wealth Management before joining LPL Financial in 2017. Outside of her advisory role, she is an author of the book *If You Give a Girl a Chardonnay* and is involved in entrepreneurial activities through Dubl Development, LLC. 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 services including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by investment adviser representatives using a combination of proprietary research, third-party managers, and customized approaches.