Stacey Bouthillette is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 10 years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. 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.

Courtney Styer is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Courtney worked at Hotel Engine and Colorado Retina Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Calin Gray is a CFP®-designated financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2022, he held various roles including positions at MY Wealth Planners and FirstBank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options from cash-flow and retirement to specialized services such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and over 25 years at LPL within a 26-year industry career. He has been involved with the Credit Union of Colorado in a financial institution investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Jon Zimmerman is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at X West Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Scott Webb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Webb Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Elias Pfeifer is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes business ownership in bookkeeping and accounting through Pfeifer Professional Services, as well as roles in hospitality and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations 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 in-house and third-party research.

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. Charles Schwab & Co., Inc. 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Fred Wagner Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a business in equipment service and fabrication, as well as an investment real estate company. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized retirement-income consulting team.

Shelley Herold is a Financial Consultant with Fidelity Investments, serving clients in the greater Denver area since 2022. She brings to her current role a comprehensive background in finance and investments, emphasizing client-centered financial planning. With 37 years of experience, Ms. Herold has held various positions across the financial sector, including roles as a Planning Consultant and Investment Consultant at Fidelity Investments, Central Relationship Manager at Fidelity Investments, and Senior Institutional Equity positions at Noble Capital Markets, Cirrus Research LLC, First Analysis Corp, and A.G. Edwards & Sons, Inc. Her career also includes experience at Merrill Lynch & Co., Inc., and Boettcher & Co., Inc. This extensive experience spans institutional equity, capital markets, private equity, and financial planning, equipping her to develop comprehensive financial strategies for her clients.

Brady Stevens is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab & Co., Inc. and has experience in roles outside finance, including at Ralph Englestad Arena and Aspire Healthy Energy. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Kenton Huff is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in insurance sales through Huff Insurance Services and participates in direct sales of nutritional products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management options.

Terry Olearyhunter is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2014 to 2016. 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 broader set of financial product offerings than is typical for large institutional advisers.

Lisa Purcell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2013, previously serving as a Financial Consultant. Prior to joining Fidelity, Lisa held various positions at TIAA-CREF from 1995 to 2013, including Wealth Management Advisor, Senior Individual Consultant, Personal Investment & Trust Consultant, and Individual Consultant. Her professional experience spans benefits consulting, financial consulting, wealth management, and individual consulting. Lisa holds insurance licenses in Arkansas and California.

Cameron Todd currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals committed to providing clients with a financial planning experience that meets their expectations. Cameron emphasizes the advantages of Fidelity's trusted brand and advanced technology in delivering financial services. Prior to his current role, Cameron held several positions within Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Team Leader of Central Relationship Managers from 2021 to 2022, Team Leader of Customer Relationship Advocates from 2020 to 2021, and Senior Brokerage Representative from 2015 to 2020. This progression reflects his extensive experience in financial services and leadership within the company. Outside of his professional responsibilities, Cameron enjoys outdoor activities such as beach visits, golf, hiking, surfing, and traveling.

Ashley Sundseth is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at Watson and Co and held several positions outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through its network of over 14,000 financial advisors.

Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Lorena Frank is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to that, she was employed at Rhein Haus from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.