David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

John Peterson is a CFP®-certified financial advisor with Edward Jones in Littleton, CO, where he has worked for 25 years. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

Bradley Cooke is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Fisher Investments, Ameriprise, Fidelity Investments, and several other firms. Outside of advisory work, he serves as a for-profit board member for DUBL, a company based in Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, combining extensive technology tools and broad non-advisory financial activities with oversight of substantial discretionary assets.

Andrea Barvi is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2026, Andrea held positions at the University of Denver and served in roles related to the Ministero della Salute and Gruppo Misto Camera dei Deputati. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Keri Pugh is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she worked at National Planning Corporation for nine years. She is the owner of Keri I. Pugh, Inc., a non-investment-related business entity. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Matthew Lancaster is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Next Financial Group. Outside of his advisory role, he is involved with Bridge Portfolio Management LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by research and technology tools.

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.

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.

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.

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.

Colin Lancaster is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Woodbury Financial Services, Alpine Planning Group, and OSAIC. He is also involved with LifeWealth Planning Group, a business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining technology-driven tools with a broad service platform.

Melissa Dyer is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she engages in jewelry making as a hobby and occasionally sells pieces at craft shows. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Jason Bely is a Certified Financial Planner (CFP®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of Tobi Holdings LLC, a real estate entity focused on managing rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Paul Goudy is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Ameriprise, EQ, Fiserv, Transamerica, and Charles Schwab. He is also involved with PLG Management LLC, a business entity for tax and investment purposes. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.