Brett Woods is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. Prior to that, he worked at JPMorgan Chase Bank, NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Jerry Turner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Turner is also the owner of MainStay Advisors, LLC and MainStay Advisors Exit Planning, where he focuses on business exit planning through a structured five-step process. Additionally, he manages a valuation assessment tool under Quist Insights. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and modeling tools to support investment decision-making.

Lindsey Boyd is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and RBC Capital Markets. Boyd is currently based in Boulder, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Brandon Harper is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Matthew Smith is a financial advisor at Morgan Stanley in Boulder, CO, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at E*Trade Securities, General Electric Credit Union, Fifth Third Bank, and Zillow Group’s Dotloop. Outside of his advisory role, he is the sole proprietor of Paco Ventures LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

David Gossett is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes extended tenures at Avantax Insurance Agency and Avantax Advisory Services, as well as roles in trust management and tax preparation through various family and personal business entities. He serves as a paid trustee providing trust services including accounting and oversight of investment advisors. 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 range of portfolio management services through a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.

Shawn Smith is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds a Series 63 license and is based in Westminster, CO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a variety of investment strategies.

Julie Mccorkel is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, supported by algorithmic automation overseen by a dedicated consulting team.

Amit Shrestha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors 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.

Benjamin Sikora is a financial advisor with LPL Financial in Thornton, CO, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at W.J. Doyle and has additional experience in other fields. Sikora also operates Bighorn Wealth Management, an independent registered investment advisor, where he provides financial planning and consulting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Meggan Van Kessel is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families, individuals, and successful business owners in developing long-term financial strategies that align with their personal and business financial goals. Meggan works closely with clients and their other advisors, including attorneys and accountants, to address total wealth management needs. With 19 years of experience, Meggan focuses on areas such as college and education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. As a Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA), she integrates investments, planning, banking, lending, and legacy considerations into comprehensive strategies that support her clients' present and future financial well-being. Meggan is a graduate of the University of Colorado at Boulder, Leeds School of Business, and is a native of Boulder. She is involved in the community through organizations such as There with Care.

Alex Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to that, he worked at Hapco, Inc. DBA Tarpco and attended Kent State University. J.P. Morgan Securities 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through its Institutional Consulting Services program.

Susan Spangler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Raymond James & Associates, Ameriprise Advisor Services, and A.G. Edwards & Sons. Outside of her advisory work, she volunteers at Woodrow Wilson Academy providing library assistance. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to utilize affiliated and third-party model portfolios or create bespoke strategies under discretionary and non-discretionary authorities.

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.

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.

Chris Eissinger is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Piper Sandler & Co. He also serves as a notary public. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants, offering a range of financial planning and portfolio management solutions.

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.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. 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 provides both brokerage and advisory solutions.

Matthew Veenker is a CFP® and CFA® with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. in Boulder, CO. His prior experience includes roles at J.P. Morgan Asset Management, First National Bank of Omaha, and Mass Mutual Investors Services. He is also associated with First Investments and Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and investment consulting to client goals.