Lance Styer is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in several business ventures including manufacturing, ranching, and construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Makeda Gebre is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Transamerica Financial Advisors and has diverse work experience including roles as a content creator focused on motivation, lifestyle, health, and fitness, and an owner of a mobile app centered on healthy green juice recipes. She is also engaged as an independent contractor delivering groceries and creating content. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework to its recommendations.

Saleem Aldawoodi is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked in various roles including trucking and commodity risk before joining Ameriprise in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Devin Barton is a financial advisor at Edward Jones with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory role, he owns Barton Enterprises LLC, a business engaged in owning and leasing commercial real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ransom Flint is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at James Peak Pizza, PFS Investments Inc., Idlewild Spirits Distillery, and Winter Park Resort. Outside of finance, he has experience in the food and beverage sector as well as home solutions. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program relying largely on model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

My Co Dinneen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Based in Denver, CO, he has spent his career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Matthew Simmons is a financial advisor at Edward Jones in Westminster, CO, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory work, Simmons is an ordained minister performing weddings and funerals, and he pursues activities in fire eating, storytelling, and modeling. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 financial advisors and branch offices.

Brian Bush is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 23 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is currently a part owner and financial professional at FS Advisors Wealth Management. Bush Wealth LLC is an entity he owns for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, CO, holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a diverse set of investment strategies supported by proprietary and third-party research.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ryan Dix is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Capitala Advisors Corp., Dix Barrett & Stiltner, and Steele Street Bank and Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Kenric Vezina is a financial advisor with Edelman Financial Engines in Westminster, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of finance, he provides freelance voice over services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a proprietary modeling process with planner delivery and online tools. The firm manages a wide range of portfolios with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Jesse Weiner is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling and advisory services without providing individual security recommendations in standalone plans.

Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Daniel Herda is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates. Outside of finance, he worked in waterfront restoration and the food service industry before his advisory career. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.