Emil Musgrove is a financial advisor with Eagle Strategies (New York Life) based in Arvada, Colorado. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining New York Life in 2020, he worked at Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services from 2017 to 2020, and METLIFE SECURITIES Inc from 2014 to 2017. Outside of his advisory work, Emil is a professional singer and guitarist who performs at church services, company events, weddings, and receptions. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives, with a notable focus on non-discretionary asset management and fiduciary responsibilities in retirement planning.

Colin Gray is a CFP® and Series 65 credentialed advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and ARGI Financial Group for 11 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Anthony Cheang is a Series 66 licensed financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Madison Avenue Securities, EA Buck Financial Services, LPL Financial, and Edward Jones. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with multi-asset portfolios and enhanced open architecture.

Brian Picariello is a CFA® charterholder and holds a Series 66 license, with 21 years of industry experience. He is currently with Mercer Global Advisors Inc. in New York, having worked there in various capacities since 2018, and previously at Traust Sollus Wealth Management, LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm follows a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios incorporating multi-factor tilts and tax management, offering a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

John Singleton is a CFP® with 21 years of industry experience, currently serving as a Senior Wealth Advisor and Director at Mercer Global Advisors Inc. He has spent over two decades with Heim Young & Associates, Inc. and its affiliated entities prior to his current role. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside various specialized service lines.

Parker Stanford is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and has experience in elder care services through his role at Stanford Senior Services, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Blaine Hancock is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Denver, Cintas, and the YMCA of Greater Des Moines. 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 in its approach.

David Young is a CFP®-certified financial advisor with 39 years of industry experience, currently practicing at UBS Financial Services in Denver, Colorado. He has been with UBS since 2013. Outside of his advisory work, he is involved with the Jefferson County Boys & Girls Club and has a privately held computer encryption services business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and delivering customized financial plans based on proprietary research and model-based asset allocations.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo since 2015, initially at Wells Fargo Advisors, LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aron Castrejon is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 66 and Series 63 designations. He has one year of experience in the industry, including prior roles at Charles Schwab and a position at the University of Colorado, Denver. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Statton is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Sanford C Bernstein & Co LLC and SquareTwo Financial. He is currently based in Denver, CO. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Anthony Politi is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop, implement, and monitor financial plans tailored to their individual and family needs. His approach emphasizes the importance of having a structured financial plan for the future. Anthony has been with Fidelity Investments since 2023, progressing through various roles including Financial Representative and Financial Operations Representative. He began his career at the firm as an Investor Center Intern. This experience has provided him with a comprehensive understanding of financial planning and client service within the investment industry. Outside of his professional work, Anthony enjoys activities such as board games, fitness, social events with friends, hiking, movies, and traveling.

Tabrenia Davidson is a CFP®-credentialed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Bank of the West from 2011 to 2017. Outside of her advisory role, she holds a 50% ownership in FOURD, LLC, where she collaborates occasionally with property management companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Maurice Nissim is a financial advisor at UBS Financial Services in Denver, Colorado, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment solutions.

Brian Bertsch is a financial advisor with Wells Fargo Advisors in Erie, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including retirement, education, and business-owner transition planning, leveraging Wells Fargo research and tools to develop tailored recommendations.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Keith Heintz is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Diana Lynch is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC. Based in Denver, CO, her background includes a decade of service within the Wells Fargo organization. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.