Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Kasey Taylor is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, Taylor worked at First Western and Regions Bank. The advisor is based in Lakewood, Colorado. Wells Fargo Advisors is a national securities firm that provides 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, utilizing research and analytics to support portfolio diversification and modern portfolio theory.

Grant Mitchelmore is a CFP® and CFA® with 27 years of experience in the financial industry. He is associated with LPL Financial and has worked there since 1997. He also has been with Financial Growth Resources, Inc. since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Mackenzie Roberts is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Roberts worked at Swiftly, Salsify, Foundry Brands, Amazon, and Fred Meyer Jewelers. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Wanda Archer is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she operates Wanda Archer, LLC, which focuses on investment-related activities connected to Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Scott Lebauer is a financial advisor with Cambridge Investment Research Advisors in Golden, Colorado, holding Series 63 and Series 65 credentials and working in the industry for 33 years. He has been with Cambridge Investment Research and its affiliated firm since 2016. Outside of his advisory role, he owns an independent insurance agency, Lebauer Financial Design LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of customizable investment strategies and platform arrangements.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Nicholas Hughes is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Hilltop Securities, TIAA, and Amazon, as well as academic roles at Butler University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Guy Miller is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Lakewood, CO. 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, operating under a fiduciary standard.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.

Connor Bright is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has served in the U.S. Air Force in roles including program integrator supporting fleet ballistic missile programs. Outside of advisory work, he is active as a fantasy football league commissioner, coordinating league drafts and communications. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, model portfolios, and a variety of program structures across multiple custodians.

Daniel Grote is a financial advisor with LPL Financial in Boulder, CO, holding the CFP® designation and Series 63 and 65 licenses, with 24 years of industry experience. He previously worked at Securities America and Securities America Advisors before joining LPL Financial in 2020. Outside of his advisory role, he has engaged in driving for ride-share services such as Uber and Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technology solutions.

Jesse Joffray is a financial advisor at Thrivent Investment Management with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Fidelity Investments and Lifetime Fitness, as well as academic positions at Denver University and the University of Colorado Boulder. Outside of his advisory work, he manages a rental property where he rents a room in his home. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Christopher Parsons is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Parsons is also a principal of Manmachine Co., an investment-related business based in Denver. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored recommendations and provides clients with flexible implementation options through brokerage or advisory programs.

Jesse Schultz is a financial advisor with Edward Jones in Golden, Colorado, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Elevate Property Services, Inc., Epicon, LLC, and the Town of Marana Water Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Gregory Dellinger is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts with custody and trade execution services from major providers like BNY Mellon Advisors and Pershing.

Todd Lansing is a financial advisor with LPL Financial in Lakewood, Colorado, holding a Series 66 designation and 15 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors LLC for nine years before joining LPL Financial in 2020. Outside of his advisory work, he serves as a replay official for the Colorado Christian University Athletic Program. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Eric Butler is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stadion Money Management and Fiduciary Investment Trusts. In addition to his advisory role, Mr. Butler is an independent insurance agent, transacting in insurance products including annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from internal and third-party sources.

Melissa Ardourel is a financial advisor with Wells Fargo Clearing in Louisville, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and 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.