Ann Post is a financial advisor at Morgan Stanley in Denver, CO, with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

David Brown is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Transamerica Financial Advisors, Inc. and World Financial Group. In addition to his advisory work, he is the owner of two businesses, DB Softwerx and DB Prowerx, which are not related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

James Ryan is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 license and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Tyler Strunk is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Merrill, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Andrew Ekberg is a financial advisor with Raymond James Financial in Golden, Colorado, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2016 to 2024. He is also an independent contractor and wealth advisor with Garrison Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, institutions, and organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services that include municipal advisory and SIMPLE IRA Employer Advisory programs.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Benjamin Grasso is a financial advisor at J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Geoffrey Sans is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios and incorporates specialized risk management and tax-aware strategies.

Lisa Anderson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, she worked at BRIDGE Healthcare Partners from 2015 to 2017. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Margaret Webster is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at TIAA-CREF and Cambridge Investment Research Advisors. Outside of her financial advisory career, she is the owner of Margaret Webster Hypnotherapy, where she provides volunteer clinical hypnotherapy services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. Advisors use Wells Fargo research and planning tools to develop recommendations delivered through discrete planning engagements, with optional implementation through various brokerage and advisory programs.

Anthony Piazza is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines and has previously worked at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Jeffrey Luce is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing rental properties in the Denver area. 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 solutions supported by a large network of financial advisors and branch offices nationwide.