Elizabeth Pastore is a Series 66 licensed financial advisor with Edward Jones in Golden, Colorado, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she owns a rental property in Florida that is managed by a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Mc Kinnon is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones for five years and JPMorgan Chase for nine years. Mc Kinnon holds a Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

James Hare is a CFP® with 33 years of industry experience, currently affiliated with Wells Fargo Clearing in Denver, CO. He has worked within Wells Fargo's organizations since 2009, including Wells Fargo Advisors LLC prior to his current role. 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 both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data to guide investment decisions.

Matthew Gross is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Bank, NA and GWFS Equities, Inc. He serves as a board member of the West Star Homeowners Association in Lakewood, CO. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Daniel Bergay is a Financial Consultant currently working with Fidelity Investments since 2025. He has held various roles within the financial services industry, including positions such as Financial Consultant 1, Benefits and Planning Consultant - Executive Services at Fidelity Investments, and Financial Solutions Advisor at Merrill Edge. His career in financial services began in 2015 and has encompassed experience in retirement solutions, investment solutions, and brokerage services. Daniel's approach to financial planning involves understanding each client's priorities to develop tailored strategies in areas such as retirement preparation, wealth accumulation, and planning for significant life events. He holds insurance licenses in Arkansas and California, supporting his capability to advise clients comprehensively. Outside of his professional role, Daniel engages in personal interests including attending concerts, fitness activities, outdoor adventures, spending time with pets, traveling, and volunteering.

Carlos Marquez is a financial advisor with Wells Fargo Clearing in Arvada, CO, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Bank of America, and Merrill. He is based in Denver, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities 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.

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

William Charboneau is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings than typical institutional advisors, including insurance-related vehicles and bank deposit sweep options.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Conor Mccallin is a financial advisor at Morgan Stanley in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Investment Committee for Regis Jesuit High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, utilizing models such as Monte Carlo simulations, while clients remain responsible for implementing their plans.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.

Luisana Sanchez is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following prior roles at Bank of America and UBS Financial Services. Outside of her advisory work, she assists part-time with administrative duties at a pediatric dentistry practice in Denver. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pensions, charitable organizations, and corporate fiduciaries.

Kirk Jones is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. He has worked previously at Western Wealth Management, LLC and Independent Financial Partners. Outside of his advisory work, Jones is involved in sports broadcasting, including roles as a college football pregame radio co-host and a color analyst for the Denver Broncos football team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary management options.

Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Charles Schwab for five years. His background also includes positions at Copper Mountain Ski Area, First Bank, and Colorado Christian University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its WealthPlan option, maintaining separation between the two.