Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Travis Loock is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Loock is a 50% co-owner of an optometry office, Loock Perfect Image Eyecare, in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and services through a nationwide network of financial advisors.

Andy Weinberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant and Investment Consultant. Prior to that, he worked at Charles Schwab from 2007 to 2013, serving as Registered Representative, Investment Consultant, and Financial Consultant. He holds a California Insurance License, supporting his professional activities in financial consulting and planning. Andy emphasizes the importance of individualized financial planning, viewing it as an ongoing journey tailored to each client's unique circumstances. Outside of his professional work, Andy enjoys golf, puzzles, skiing, soccer, theater, and traveling.

Jonathan Bobo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to his financial career, he held brief positions in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing a range of investment products including multi-manager and fund-of-funds structures.

David Graehler is a financial advisor with Wells Fargo Clearing in Wheat Ridge, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Merrill, JPMorgan Chase, and GutCheck, a Toluna Company. Outside of his advisory work, he serves as Treasurer for Developing Nepal, a nonprofit organization. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christian Ofner is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2013. In addition to his advisory role, he serves on the board of directors for the Women's Energy Network and the Women's Energy Network Foundation, which focus on energy advocacy and supporting local chapters. He is also involved in promoting skincare products through RODAN + FIELDS. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both internal and third-party investment managers.

Isabella Bright is a CFP® professional with two years of industry experience, currently affiliated with Cetera. She has held roles at Altitude Investment Management and Cetera Wealth Services and has a background that includes eighteen years at The University of Alabama and fourteen years with Jefferson County Schools. Bright is also a partner in Premier Financial Benefits, LLC, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party and affiliated investment managers.

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Lauren Husney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

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.

Tamara Wendoll is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. Her career includes roles at Dunham and Associates Investment Counsel, Inc., Kelmoore Investment Company, Inc., Pacific Premier Bank, and Columbia Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

James Mc Kinnon is a series 66 licensed financial advisor with six years of industry experience. He currently works at LPL Financial and previously held roles at Edward Jones and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of advisors and technology tools.

Matthew Gross is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Bank since 2021 and previously with GWFS Equities and Umb. Gross serves as a board member of the West Star Homeowners Association in Lakewood, CO. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Imker is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports delivered through a centralized consulting team in partnership with advisors like Imker.

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 at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

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 at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services 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.