David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Susan Spangler is a financial advisor at Cetera with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Cetera Wealth Services, LLC since 2013 and Cetera Investment Advisers, LLC since 2025. Outside of her advisory role, she volunteers at her child’s school providing library assistance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Commercial Federal Bank, and Waddell & Reed. 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.

Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Huy Nguyen is a financial advisor at Fidelity with credentials including Series 66 and Series 63 and four years of industry experience. His prior roles include positions at Charles Schwab and the Tennyson Center for Children. He was also involved with the Vietnamese Eucharistic Youth Movement for seven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios. The firm is known for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI in research.

Slavi Fildishev is a financial advisor at Edward Jones in Lakewood, CO, holding the CFA® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Amy Rosenberg is a financial advisor at Edward Jones in Westminster, CO, holding a Series 63 designation with 14 years of industry experience. She previously worked at TIAA and Tiaa from 2016 to 2025. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Benjamin Bolt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Broomfield, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary solutions, including a notable range of insurance-related investment options.

Brett Schmit is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2019, progressing through various roles including Customer Relationship Advocate, Investment Solutions Representative, Financial Representative, and Planning Consultant before assuming his current position in 2022. Throughout his tenure at Fidelity Investments, Brett has gained experience in financial planning and client relationship management. His work focuses on collaborating with clients to create tailored financial strategies that support their long-term objectives. Further information regarding his education, credentials, or personal interests has not been provided.

Lance Styer is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in several business ventures including manufacturing, ranching, and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Makeda Gebre is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Transamerica Financial Advisors and has diverse work experience including roles as a content creator focused on motivation, lifestyle, health, and fitness, and an owner of a mobile app centered on healthy green juice recipes. She is also engaged as an independent contractor delivering groceries and creating content. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework to its recommendations.

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 in Lakewood, Colorado, holding Series 66, 65, and 63 licenses with eight years of industry experience. His career includes roles at Carson Wealth, Northstar Financial Planners, and Securities America, among others. Outside of his advisory work, he serves on the board of Zuma’s Rescue Ranch, a nonprofit focused on equine-assisted behavioral health, and owns Luna Aura Apothecary, a holistic wellness business. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and planning across a wide range of financial topics without 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 at Edward Jones with one year of industry experience. She previously worked at Northwestern Mutual and has a background in lending from her time at Synergy One Lending and Guaranteed Rate Mortgage. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large nationwide network of advisors and branch offices.

Matthew Simmons is a financial advisor at Edward Jones in Westminster, CO, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory work, Simmons is an ordained minister performing weddings and funerals, and he pursues activities in fire eating, storytelling, and modeling. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 financial advisors and branch offices.

Brian Bush is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 23 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is currently a part owner and financial professional at FS Advisors Wealth Management. Bush Wealth LLC is an entity he owns for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, CO, holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a diverse set of investment strategies supported by proprietary and third-party research.

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.