Candace Allen is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various roles since 2009. Outside of her advisory work, Allen serves as a power of attorney and trustee for family trusts and estates. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines research and planning tools with flexible implementation options, serving clients who meet specific net-worth criteria.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held positions in healthcare, including roles at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and investment services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Christopher Fleurat is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at Securities America, Investacorp, and Highland Capital, where he also serves as a wholesaler of fixed index and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party managed accounts and wrap programs.

Russ Stallings is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2018 and also co-owns farmland purchased from his grandfather's estate, which he and his wife rent to a local farmer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, affiliated mutual funds, and other financial services supported by a nationwide network of approximately 23,701 advisors.

Curt Garner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, Garner co-owned Timberline Coffee Company LLC and has maintained bookkeeping services for churches and nonprofits through Forest Financial LLC since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Anthony Urrutia is a financial advisor with LPL Financial based in Lafayette, CO, holding a Series 66 designation with eight years of industry experience. His career includes roles at Edward Jones, Farmers Financial Solutions, and Waddell & Reed, Inc. Outside of finance, he owns a basketball player development and training business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Whitney Redler is a Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads teams that collaborate with clients to develop financial plans by understanding their goals, concerns, and investment experience. Her teams provide personalized guidance and strategies aimed at helping clients achieve their financial objectives. Her experience at Fidelity Investments spans from 2020 to the present, including roles such as Team Leader in Advisory Services and Investment Solutions, Onboarding Team Leader, and Customer Relationship Advocate. This progression reflects a focus on client service and leadership within the financial services sector. Outside of her professional responsibilities, Whitney's interests include comedy, cooking and baking, fitness, reading, and volunteering.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Kyle Bell is a Series 66-licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2018. He has seven years of industry experience and previously worked at Ed Bozarth Chevrolet Company, Inc. from 2011 to 2018. Outside of his advisory role, he is an investor in Perform X Training Systems, a sports training business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Ruttenberg is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, Ruttenberg worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, U.S. Bank from 2021 to 2022, and Wells Fargo from 2018 to 2021. She also has experience in the automotive industry at Orange Coast Chrysler Jeep Dodge Ram from 2016 to 2018. 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 broad range of advisory programs, financial planning, and retirement plan consulting, and provides access to model portfolios, research, and various management services.

Brian Johnson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Cambridge since 2014. Johnson is also involved with Consilium Strategy and owns Johnson Wealth Management LLC. 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 financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Aidan Mueller is a financial advisor with Fidelity in Lakewood, CO, holding a Series 66 designation. He has held positions at Reynders McVeigh Capital Management, Beauport Financial, and the Town of Rockport, and has experience working at Boston College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its models and utilizes delegated management and oversight to address potential conflicts of interest.

Dwight Steward is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Arvada, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.