Heather Allison is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley, H&R Block, and the University of Colorado. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Cody Adams is a financial advisor with Edward Jones in Broomfield, CO, holding the CFA® designation and Series 66 license. He has five years of industry experience, including prior roles at Ameriprise, Duff and Phelps LLC, and PwC. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Russell Kyncl is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been with Cambridge since 2008. In addition to his advisory role, he is involved in life coaching and business exit planning, and he is an author, educator, and speaker. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers tailored investment solutions through multiple platform arrangements and maintains proprietary model strategies alongside access to unaffiliated strategists.

Adam Ingram is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2007, progressing through various positions including Vice President and Branch Leader, Regional Planning Consultant, and Financial Consultant. His career at Fidelity reflects extensive experience in financial consulting and client relationship management. Adam specializes in guiding clients through Fidelity's planning process to assist with complex financial decisions. He focuses on building and maintaining long-term relationships with clients and team members. Outside of his professional role, Adam enjoys fitness, golf, parenthood, reading, running, and writing. He lives in Colorado with his wife and three children.

Gustin Fox Smith is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He founded Fox-Smith Wealth Management, LLC, which provides financial services and advisor transition consulting, and is also an author of an estate planning workbook. Smith has been affiliated with Cetera since 2013 in various capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 various third-party managers.

Jeremy Tuleja is a CFP® professional with 22 years of experience at Edward Jones, where he has worked since 2004. He holds Series 63 and Series 66 licenses and is based in Lakewood, Colorado. 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 under management and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Brandon Lee is an Investment Consultant at Fidelity Investments, a role he has held since 2026. He partners with clients to clarify their financial priorities and develop strategies for retirement preparation and confident investing. Prior to this, he held several positions at Fidelity Investments, including Planning Consultant (2025-2026), Relationship Manager (2023-2025), and Financial Representative (2022-2023). Before joining Fidelity, Brandon worked at TTCU Federal Credit Union where he served as a Mortgage Loan Originator from 2020 to 2022 and as a Branch Manager from 2018 to 2020. His experience spans investment consulting, financial planning, relationship management, mortgage lending, and branch operations. Outside of his professional career, Brandon has personal interests in comedy, family activities, museums, music, and parenthood.

Devin Kellenberger is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed at Enterprise Holdings for seven years. 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 and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Bridget Summers is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has previous work history that includes roles at Pinnacle Home Exteriors, LLC and Peace Catalyst International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers planning engagements on a one-time or ongoing basis and separates planning services from managed-account programs.

Robert Malone is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated firms since 2015. Outside of his advisory role, he is an independent associate for a natural food supplements company, UnivEra. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various retirement services, supported by a large network of advisors and multiple program structures.

Robyn Carlson is a Financial Consultant currently working with Fidelity Investments since 2024. She collaborates with individuals and families to co-create and implement comprehensive financial plans tailored to different life stages. Robyn's professional experience includes roles as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024, and as a Financial Advisor Associate at Bankoh Advisors from 2019 to 2022. Her expertise encompasses guiding clients through financial planning to work towards financial freedom. Outside of her professional role, Robyn engages in interests such as art, cooking and baking, fitness, hiking, painting, and volunteering.

James Kanai is a financial advisor with J.P. Morgan Securities in Louisville, Colorado. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career includes roles at Ameriprise Financial Services and Merrill, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Joshua Young is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He previously worked at Edward Jones for 19 years before joining Wells Fargo Clearing in 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Hannah Raynes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2017, she worked at National Planning Corporation and Trilogy Capital, Inc. In addition to her advisory work, Raynes directs school plays for Gilpin County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Carroll Dannettell is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and 15 years of industry experience. His prior roles include positions at HD Vest Investment Services and B & Y CPAs, among others. He also operates Carroll Senechal, EA, an independent practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth levels, retirement plans, corporate and charitable entities, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies, managing over $256 billion in assets.

Daniel Valenzuela is a CFP® credentialed financial advisor with 41 years of industry experience. He is currently with LPL Financial and has been with the firm since 2021. His prior experience includes operating Valenzuela Consulting, Inc. since 2007 and working with various insurance carriers and Waddell & Reed, Inc. since 1997. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jason Varasteh is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2025 and has prior work experience in the healthcare and technology sectors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including model portfolio construction using proprietary research and algorithmic methods. The firm also serves multiple registered investment companies and offers discretionary and non-discretionary advisory services.

Julia Smith is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with LPL Financial since 2012. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Maithreyi Gopalakrishnan is a financial advisor at Liquidifi with a Series 65 designation and three years of industry experience. She is the founder and CEO of PrecisionTerra, a company commercializing novel GPS technology developed at the University of Colorado-Boulder, and also serves as an AI Expert Contributor for Snorkel AI. Liquidifi provides investment management and advisory services exclusively to individual clients, specializing in fixed-income instruments as well as equities, mutual funds, and ETFs. The firm offers both model-portfolio and customized service tiers, emphasizing diversification and macroeconomic risk factors, and provides ongoing educational workshops in the community.

David Brown is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds a Series 65 designation and previously worked at Gold Medal Water, Inc. for 10 years. Outside of advising, he is co-owner of DH Blue Sky Realty. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm uses a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and supports affiliated advisors through a centralized RIA structure.