Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.

Randolph Huiting is a CFP® and CFA® with 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. 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 institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Gina Duryea is a financial advisor with OSAIC based in Evergreen, Colorado, holding a Series 63 designation and possessing 35 years of industry experience. She worked at Securities America Advisors and Securities America Inc. for eight years before joining OSAIC in 2024. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys, which focuses on travel reporting and trip booking. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various account management options across multiple advisory platforms.

Kimberly Grandinetti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she has operated KAG Consulting LLC and held a leadership position at the Westwood Ridge Home Owners Association. 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 advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized 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.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Bobby Rost is a financial advisor with Fidelity in Golden, Colorado, holding Series 63 and Series 66 credentials and 10 years of industry experience. His tenure at Fidelity began in 2015, spanning roles within Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Outside of his advisory work, Rost officiates high school football games and works as a rideshare driver in the Denver area. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Sierra James is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2022. Prior to that, she spent over a decade at Cantella & Co., Inc. Outside of her advisory role, she is employed in the food and beverage industry as a W2 employee at Valle Restaurant in Oceanside, CA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions, with options for discretionary and non-discretionary investment strategies.

John Schaecher is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

Elias Pfeifer is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes business ownership in bookkeeping and accounting through Pfeifer Professional Services, as well as roles in hospitality and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Kenton Huff is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in insurance sales through Huff Insurance Services and participates in direct sales of nutritional products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and multiple management options.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Caitlyn Dunbar is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015 and is also involved with Earth Treks Climbing Center outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Marc Rossouw is a CFP® professional with 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 designation and operates out of Evergreen, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.