Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Christopher Fleurat is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at Securities America, Investacorp, and Highland Capital, where he also serves as a wholesaler of fixed index and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party managed accounts and wrap programs.

Curt Garner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, Garner co-owned Timberline Coffee Company LLC and has maintained bookkeeping services for churches and nonprofits through Forest Financial LLC since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Courtney Sackett is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Courtney worked at TD Ameritrade and Charles Schwab Bank and has been involved with nonprofit and educational organizations. She serves on the board of the Cancer League of Colorado Foundation, contributing to fundraising and awareness efforts. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nathaniel Cicotello is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios alongside a formal alternative-investment offering.

Christopher Dickens is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Investments LLC and Key Investment Services. 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 combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Anthony Urrutia is a financial advisor with LPL Financial based in Lafayette, CO, holding a Series 66 designation with eight years of industry experience. His career includes roles at Edward Jones, Farmers Financial Solutions, and Waddell & Reed, Inc. Outside of finance, he owns a basketball player development and training business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

Gabriel Dibildox is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of the West and BancWest Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Harry Koplar is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011, including its affiliated entities. Koplar is also employed as a financial advisor for S.E. Water Tower Operational Support LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Eve Pickhardt is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2014, including roles in consulting and wealth management. Pickhardt holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and portfolio modeling techniques.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.