Andrea Kerkhoff is a financial advisor with Edward Jones in Lakewood, CO, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she was engaged in the fitness industry, including roles as a personal trainer at Life Time Fitness and owner and head coach of InPower Fitness, where she provided virtual personal training services. Andrea continues to work as a personal trainer on a part-time basis. 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 operates through a large nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Jasmine Macias is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Bank of America and Northwestern Mutual. Outside of her advisory work, she manages rental properties in Colorado. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary investment strategies to a range of clients such as individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jodie Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Rutherford Law Center and operated Watershed Estate Planning LLC for five years. She also has legal experience from positions at multiple law firms and served as an instructor at the University of Colorado Law School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and funds.

Susan Haupt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. She began her career at Fidelity in 2008 and has held positions including Financial Representative, Investment Consultant, and Account Executive. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2007 to 2008. Susan holds insurance licenses in Arkansas and California. She focuses on creating financial plans that support sound investment decisions and simplify clients' lives, emphasizing integrity and trust in her approach. Outside of her professional work, Susan has personal interests in comedy, fitness, and reading.

James Mosley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has previously worked at Transamerica Capital, Inc. for ten years and has business experience with Rocky Mountain Car Wash LLC. Mosley holds Series 63, Series 65, and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Eric Holloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has managed Holloway Wealth Management Inc. since 2015 and has been affiliated with Raymond James since 2012. Outside of his advisory work, Holloway serves as a personal representative managing the finances of his parents and acts as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical modeling and supports its broad advisor network with advisory programs and institutional portfolio management.

Michael Martin is a Series 66 licensed advisor at J.P. Morgan Securities with 11 years of industry experience. He has held various roles within J.P. Morgan entities since 2015. 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 an ESG eligibility framework to support its recommendations.

Elizabeth Thorpe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 46 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Her spouse owns Canmac Engineering Corporation, where she serves as secretary and check signer. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Preston Kendrick is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He began his career at Fidelity Investments in 2016, progressing through several positions including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, Kendrick was a Financial Representative at PRUCO SECURITIES, LLC in 2015. He holds a California Insurance License, supporting his work in financial advising and planning. Kendrick emphasizes building strong relationships with clients to develop personalized financial strategies that evolve over time. Outside of his professional responsibilities, Kendrick has interests in fitness, golf, pets, reading, and traveling.

Cira Villalpando Forbes is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at 40 North Foods for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

Kyle McGrath is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was with Gerber, LLC and Raymond James Financial Services, Inc. from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Thomas Sandhaus is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Optima Asset Management and 890 5th Avenue Partners. Outside of financial advising, he has been involved with local tennis organizations including Longshore Tennis and Westport Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, often delegating management to sub-advisers while maintaining oversight.

Terra Edgington is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional approach centers on building lasting partnerships that emphasize respect, integrity, and dependability. She focuses on understanding and supporting her clients' unique financial goals and needs through holistic financial planning. Terra's experience spans various aspects of financial consulting, enabling her to navigate the evolving financial landscape alongside her clients. Outside of her professional work, she enjoys board games, outdoor adventures, and traveling.

Bobby Rost is a financial advisor with Fidelity in Golden, Colorado, holding Series 63 and Series 66 credentials and 10 years of industry experience. His tenure at Fidelity began in 2015, spanning roles within Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, Rost officiates high school football games and works as a rideshare driver in the Denver area. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Chris Counce is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Voya Financial Advisors and Altitude Investment Management, where he is a non-managing partner focused on marketing advisory models. Outside of finance, he is involved in art production and sales through an entity he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account management.

William Kessel is a financial advisor with Edward Jones in Arvada, CO, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kevin Hough is a Benefits & Planning Consultant specializing in Executive Services. In this role, he partners with executives to help them understand employer benefits and develop plans aimed at achieving their financial goals. He employs a consultative approach tailored to meet clients' preferences and seeks to empower them throughout the planning process, fostering confidence and maintaining strong relationships. Kevin's professional experience spans various roles in the financial services industry, including positions as a Financial Consultant at TIAA from 2018 to 2025, Financial Advisor at Edward Jones in 2017, Group Account Representative at Mutual of America from 2012 to 2016, Internal Sales Consultant at State Farm from 2008 to 2012, and Licensed Account Representative at Steve Tarrant State Farm Agency from 2004 to 2008. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kevin has interests in beach activities, biking, fitness, hiking, music, and parenthood.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.