Soo Lee is a financial advisor with Ameriprise in Arvada, CO, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, Lee worked at The Huntington Investment Company and J.P. Morgan Securities. Outside of finance, Lee works as a rideshare driver for Lyft and Uber on a part-time basis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service focused on dependable income sources and tax-aware withdrawal strategies, supported by proprietary research and algorithmic tools.

Jessica Burris is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, she worked with several family offices, including Bojonowski, Nelson, and Sonnett families. She has also received residual payments from her previous role as a Beachbody coach. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Zachary O'hayre is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at Fidelity since 2025 and previously held roles at TIAA, Scottrade, and Strategic Advisers. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services along with model portfolios managed through systematic methodologies.

Rishab Pokale is a financial advisor at Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses with two years of industry experience. Before joining Schwab, he worked in various roles including positions at Autozone and Home Depot, alongside twelve years of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed 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’s investment approach combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and due diligence on alternative investments.

Jason Price is a financial advisor with Wells Fargo Clearing in Arvada, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Bank, N.A. since 2006 and Wells Fargo Clearing since 2016. Outside of his advisory duties, he is involved with the Rocky Mountain Angling Club, where he supports member services by coordinating fishing trips and providing information about fishing locations. 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 employs research-driven strategies and offers both brokerage and advisory solutions across a broad range of financial products.

James Zonino is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm blends fundamental research with quantitative analysis and algorithmic portfolio methods, and it serves as a registered commodity pool operator and advisor to multiple funds.

Byron Rayburn is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory work, he owns Rayburn & Associates, Inc., providing pension services, tax preparation, and consulting, and he has an interest in importing a tequila brand through Baja Billy Importers, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative engagements using analytical tools to guide investment category recommendations.

Matthew Cloutier is a financial advisor with Osaic Wealth, Inc. in Littleton, Colorado, holding Series 63 and 65 licenses and bringing 23 years of industry experience. His previous roles include nearly two decades at United/Mutual of Omaha and two years at Securities America Advisors. Cloutier also serves as a FINRA arbitrator and is a partner in an insurance sales business. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, pension, corporate, and charitable clients, through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to manage a wide range of investment types on discretionary or non-discretionary bases.

Shanya Yallaly is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Merrill Lynch, GWFS Equities, and Fidelity Investments. Outside of finance, she coaches volleyball at both the high school level and a youth volleyball club in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a range of capital markets and wealth management services.

Samantha Qualteri is a financial advisor with LPL Financial in Lakewood, CO. She holds a Series 66 designation and has experience at BMO Bank N.A. and Bank of the West, totaling several years in the industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides access to model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.

Alexander Savinar is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Savinar serves as Treasurer and a member of the Board of Directors for CASA, a nonprofit supporting children in the juvenile court system. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets solutions through its platform.

Geoffrey Meyer is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2013. Meyer serves on the Board of Trustees for Crossroads Church, overseeing financial matters and reporting. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

Edward Douglass is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Transamerica Capital Inc and UBS Financial Services. He serves as a board member and finance committee member for The Park People, a community organization focused on urban forestry and park improvement. J.P. Morgan Securities provides primarily institutional clients and retirement plan sponsors with investment consulting services, combining quantitative asset-allocation modeling and centralized due diligence, and integrates an ESG eligibility framework in its investment process.

Erin Stockmyer is a financial advisor at Equitable Advisors based in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, she worked at American Heat Cool LLC and also has experience as a homemaker and in academic settings at Regis University and Red Rocks Community College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models through a network of Investment Adviser Representatives, often utilizing third-party asset managers and programs to deliver solutions tailored to client risk tolerance and investment goals.

Courtney Feemster is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 registrations and eight years of industry experience. Her prior roles include positions at Fidelity Brokerage Services and Heirloom Wealth Management. She has also been involved in entrepreneurial ventures such as GB Fish & Chips 2 Inc and hospitality businesses including Izakaya Den and Merchant's Pub and Plate. 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 affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by centralized operational and custody services.

Zachary Altman is a financial advisor with Cetera in Denver, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fortune Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales through various companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Paul Campbell is a Series 66-licensed financial advisor at Morgan Stanley in Denver, Colorado, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Baker & Hostetler LLP for four years and Pillsbury Winthrop Shaw Pittman LLP for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joseph Halpin is a CFP® professional with 12 years of industry experience, all of which has been with Edward Jones since 2014. He holds the Series 66 designation and is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and other investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.