Kassidee Lank is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. 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 offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Fred Wagner Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a business in equipment service and fabrication, as well as an investment real estate company. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized retirement-income consulting team.

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.

Doug Griffith is a financial advisor with LPL Financial based in Westminster, CO, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he serves as a trustee for a family fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Cameron Todd currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals committed to providing clients with a financial planning experience that meets their expectations. Cameron emphasizes the advantages of Fidelity's trusted brand and advanced technology in delivering financial services. Prior to his current role, Cameron held several positions within Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Team Leader of Central Relationship Managers from 2021 to 2022, Team Leader of Customer Relationship Advocates from 2020 to 2021, and Senior Brokerage Representative from 2015 to 2020. This progression reflects his extensive experience in financial services and leadership within the company. Outside of his professional responsibilities, Cameron enjoys outdoor activities such as beach visits, golf, hiking, surfing, and traveling.

Martye Bailey is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Nite Sky Electrical since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs a wrap-fee structure and uses third-party asset managers with oversight from an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Tierney Ziebelman is a CFP® with 11 years of experience in financial advisory. She is currently with Ameriprise in Denver, CO, where she has worked since 2016, including a prior role at MetLife Securities. Ziebelman owns and manages an advisory business under LbyD, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides customized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. Edward Jones is a full-service wealth management firm serving 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 strategies alongside affiliated mutual funds and a proprietary money market fund.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Gordon Weightman is a financial advisor at Morgan Stanley in Denver, CO, holding the CFA® designation and Series 66 license with one year of industry experience. Prior to his current role, he worked for Callan LLC for 18 years. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tressler II is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at Robinhood Markets, J.P. Morgan Securities, and Merrill Edge. Outside of his advisory work, he owns two YouTube channels where he creates content reviewing non-alcoholic products and conducts research and development related to property management and banking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

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.

Sage Polio is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. Prior to joining Schwab, Polio held positions at Mindlance Inc, Lululemon, and Original Chop Shop. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.