Bruce (Brett) Emmeluth Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 22 years of industry experience. He previously worked at First Financial Equity Corporation for 13 years before joining LPL Financial in 2022. Emmeluth is also involved with Castle Pines Investment Advisors LLC, a business entity maintained for tax or investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Jonathan Osowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has concurrent roles at Avis Budget Group, PFS Investments Inc., Primerica Financial Services, and Complete Fire Protection. Outside of his advisory work, he is a licensed building instructor, dedicating time monthly to this activity. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and focuses primarily on individual investors rather than institutional portfolios.

Kyle Black is the Vice President, Wealth Planner at Fidelity Investments. In this role, he facilitates relationships between Fidelity and high net worth families to support their financial goals. Kyle has been with Fidelity Investments since 2015, progressing from Financial Consultant to Vice President, Financial Consultant, and currently Vice President, Wealth Planner. Prior to joining Fidelity, he worked at Charles Schwab as a High Net Worth Broker and Mutual Fund Clearing Specialist, and earlier as a Credit Risk Analyst at Clayton Holdings LLC.

Benjamin Hilzer is a financial advisor at Edward Jones in Castle Rock, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he held roles at several firms including Logan, Thomas and Johnson LLC and Richey May & Co. Hilzer is also co-founder and videographer of Letterpress Films LLC, a videography company based in Colorado Springs, and has worked as a freelance actor in community theatre, commercials, and films. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Jeffrey Cannella is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked for Royal Alliance Associates for 16 years. Outside of his advisory role, he serves as a trustee for the Knights of Columbus, a charitable nonprofit organization, and works as a school bus driver for the Elizabeth School District. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and offering access to third-party money managers and a range of investment options including stocks, bonds, mutual funds, and alternative investments.

Dylan Ramos is a CFP®-certified financial advisor with eight years of industry experience, currently associated with LPL Financial. Prior to joining LPL in 2026, he held roles at Lincoln Investment, Capital Analysts, Agia, and Valic Financial Advisors. Ramos is also a managing partner at Apollo Strategic Advisors, LLC, a financial services firm, and is engaged in insurance sales and education as an agent and owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, institutions, and charities. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by in-house research, third-party subadvisors, and advanced portfolio management technologies.

Winston Banks is a financial advisor at Merrill with Series 63 and Series 66 credentials. He has one year of industry experience and has previously held roles at Robinhood Markets, Bank of America, Bankers Life, and several healthcare organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Riedmuller is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James in 2025, he worked for Edward Jones for 15 years. Outside of advisory work, he owns FoxOwlRanch, an LLC intended for agricultural land leasing. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools to help clients achieve their goals and supports a broad advisor network with services including municipal and public finance advisory.

Cody Macintyre is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. He has previously been self-employed and worked at Bighorn Directional Inc for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting with access to model portfolios, research, and technologies such as machine learning.

Jared Sosa is a financial advisor with LPL Financial based in Castle Pines, Colorado, holding Series 63 and Series 65 licenses. He has 21 years of industry experience and has worked at firms including Transamerica Financial Advisors and Executive Wealth Management. Outside of his advisory role, he is involved in several business activities related to insurance and financial services through entities such as Premier Coverage, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diverse portfolio strategies.

Robert Reiman is a CFP® professional affiliated with Edward Jones in Elizabeth, Colorado, with 14 years of industry experience. He has been with Edward Jones since 2011. 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 advisory and investment solutions through a nationwide network of more than 23,700 financial advisors.

Brianne Aubrey is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked at Bank of America Merrill Lynch and City National Bank prior to her current roles. Between 2018 and 2020, she took time away from the industry as a stay-at-home mom. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, tailored financial planning, and integrated investment solutions through both in-house and third-party managers.

Jacob Dunlap is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 1997. Outside of his advisory role, he is involved in agricultural business operations through ownership of D&M Ranch, LLC, which engages in cattle and wheat farming. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Erik Kos is a financial advisor at Thrivent Investment Management with 26 years of industry experience. He holds a Series 63 designation and has been with Thrivent since 2015. Outside of his advisory role, he is the originator and chief cook of Burntout BBQ Co., a wholesale and retail BBQ sauce brand and competitive BBQ team. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations across a wide range of financial topics without including implementation. The firm emphasizes holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Michael Landau is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 designations and 16 years of industry experience. His prior work includes roles at Fidelity Investments and Robinhood Financial. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

John Cavaliere is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2002. He also operates a business known as Wealth & Retirement Planning Investment Group in Centennial, CO. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from internal and third-party sources.

Zachary Soper is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual Wealth Management and Charles Schwab Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping services separate.

Samuel Gardner is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 and Series 63 credentials. Prior to joining Thrivent, he worked at Fidelity Investments for two years and has experience across various roles including at Colorado State University and other organizations. 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 planning on a one-time or ongoing basis and allows clients to combine planning with managed-account programs under a consolidated billing option.

Keith Richardson is Vice President, Wealth Planner at Fidelity Investments. In this role, he advises high-net-worth families on structuring, growing, and preserving their multi-generational wealth. He has been with Fidelity Investments since 2000, progressing through roles including Customer Service Representative, Financial Representative, Financial Consultant, and Vice President, Financial Consultant before assuming his current position in 2022. Throughout his career at Fidelity Investments, Keith has developed expertise in wealth planning and financial consulting. His extensive experience encompasses advising clients on strategies for managing complex financial needs and long-term wealth preservation. Outside of his professional responsibilities, Keith has personal interests in fitness, music, and skiing.

Gilad Shwartz is a financial advisor with Edward Jones in Larkspur, Colorado, holding the ChFC® and Series 66 designations, and has 10 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he volunteers with the Larkspur Fire Protection District. 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 network of financial advisors and branch offices nationwide.