Makeda Gebre is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and two years of industry experience. Prior to her current role, she worked at Transamerica Financial Advisors and JPMorgan Chase Bank. Outside of her advisory work, Gebre is involved with a mobile app focused on healthy lifestyles and green juice recipes, and she participates in content creation on motivation and health through TikTok. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset allocation combined with centralized due diligence and an ESG eligibility framework to recommend approved funds and strategies.

Justin Killewald is a financial advisor at Edward Jones in Lakewood, CO, holding the Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Wi, Inc. and Eagle Wire One. 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 strategies and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Maruan Kitner is a financial advisor with Thrivent Investment Management, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior work includes roles at Carson Wealth, Townsend Retirement, Securities America, and Northstar Financial Planners. He serves on the board of Zuma's Rescue Ranch, a Colorado nonprofit focused on equine-assisted behavioral health programs, and owns Luna Aura Apothecary, a holistic wellness business offering handcrafted products and energy healing services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written financial planning recommendations across various topics without portfolio management or discretionary trading authority.

Devin Barton is a financial advisor at Edward Jones with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory role, he owns Barton Enterprises LLC, a business engaged in owning and leasing commercial real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Katherine Healey is a financial advisor with Edward Jones in Lakewood, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Northwestern Mutual, Synergy One Lending, and Guaranteed Rate Mortgage. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Guy Acerra is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, Acerra serves on the Board of Directors for The Reserve at Cub Creek Ranch HOA in Evergreen, CO. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Deanna Pickman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also has an ongoing role at Mountain Knitwear since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Straub is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, Robinhood Financial, and Fidelity Brokerage Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Trey Fisher is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. His prior work experience includes roles at Traverse Wealth Management, San Jose State University, Ohlone College, and Moreau Catholic High School. 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 wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Max Potosme is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Western Wealth Management, Mass Mutual Investors Services, and MetLife Securities. In addition to his advisory role, he is involved with Clear Sky Insurance Agency, where he serves as an insurance agent. 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 institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jay Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Wells Fargo and JPMorgan Chase Bank and also serves as a group fitness instructor at Bladium Fitness Gym. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Joshua Caucutt is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role since 2017 and previously worked at Cooper Heating and Cooling from 2015 to 2017. He holds a Series 66 designation and is based in Lakewood, 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 manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds.

Sarah Nezbeda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Staples Promotional Products and held roles with Walnut Street Baptist Church and the International Mission Board. Outside of her advisory role, she is the owner of a rental property in Arkansas, though she is not actively involved in its management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Colleen Thompson is a financial advisor with Edward Jones in Evergreen, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for nine years at MolsonCoors Beverage Company. She also teaches a project management course as an adjunct professor at the University of Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and operational infrastructure.