Gena Eads is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and 26 years of industry experience. Her prior experience includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc. She is based in Parker, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary consulting, and institutional advisory services.

Daniel Olson is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Morgan Stanley Investment Management, Tortoise Ecofin, First Capital Ventures, and Britehorn Securities. 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 and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Zaruba is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He began his career at Fidelity in 2014, progressing through roles including Financial Consultant and Investment Representative. Prior to joining Fidelity, he worked as a Retirement Consultant at JPMorgan Institutional Investments and held client consulting roles at Charles Schwab. Eric focuses on empowering clients through education, aiming to simplify complex financial topics and help them develop detailed roadmaps toward their financial and personal goals. His approach to financial planning is guided by the principle of treating clients as he would want to be treated. Outside of his professional work, Eric enjoys outdoor activities such as baseball, camping, fishing, golf, hiking, and skiing.

Eydie Hoeppner is a CFP®-certified financial advisor with Edward Jones, located in Parker, CO. She has 18 years of industry experience and has been with Edward Jones since 2007. Outside of her advisory role, she is the agent of record for her husband's mortgage and insurance business, handling related mail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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.

Jonathan Rowlett is a financial advisor with Edward Jones in Parker, CO, holding a Series 66 designation and three years of industry experience. He previously worked at OppenheimerFunds Inc. for 15 years and Chatham Financial for one year. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Cameron Rogers is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. He has progressed through several roles within the company since 2022, including Investment Consultant, Planning Consultant, Investment Solutions Representative, and Client Services. His expertise includes retirement planning, investments, education savings, and tax-efficient investing. Cameron focuses on helping individuals and families develop personalized financial strategies that align with their priorities. Outside of his professional work, Cameron enjoys camping, concerts, fitness, hiking, outdoor adventures, and traveling.

Philip Devargas is a financial advisor with LPL Financial in Parker, Colorado, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with DeVargas Wealth Strategies, LLC, which provides non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by LPL Research and third-party resources.

Thomas Mathiesen is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and possessing 33 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Andrew Gaber is a CFP®-certified financial advisor with LPL Financial, based in Parker, CO, and has 16 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Ameriprise Financial Services, Inc. from 2013 to 2018. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jolie Mckinnon is a financial advisor at Fidelity with 19 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2020 and previously worked at Oppenheimer Funds from 2012 to 2019. Outside of her advisory work, she is a partner in a real estate development business, Overlooked Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Andrew Hayden is a financial advisor at Edward Jones in Aurora, CO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Skyline Display & Design for five years. He serves as secretary for the Willow Trace Metro District in Littleton, CO, where he participates in decisions related to landscaping, snow removal, fencing replacement, and financial matters. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

David Weimer is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 designations and has 29 years of industry experience. Prior to joining Raymond James in 2023, he worked for Edward D. Jones & Co., L.P. for 24 years. He is also the owner and president of Weimer Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work alongside a recent addition of SIMPLE IRA Employer Advisory services.

Kimberly Maez is a financial advisor with Ameriprise in Franktown, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in several business ventures including owning and managing multiple entities such as Chasing Monarchs, Inc., which provides business support services. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, algorithm-supported recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Darren Woon is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and J.P. Morgan affiliates. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation process combined with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies on a non-discretionary basis.

Chrystine Mills is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Charles Schwab and operating her own consulting firm. She serves as a FINRA arbitrator and volunteers as secretary for the Southeast Beekeeping Club. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Lauren Smith is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. She works closely with executives to create personalized financial strategies that align with their individual goals, values, and long-term visions. Her approach emphasizes clear communication and collaborative planning to simplify complex financial decisions. Lauren has been with Fidelity Investments since 2024, initially serving as a Workplace Planning Consultant before advancing to her current role in 2026. Prior to joining Fidelity, she gained experience as an Administrative Associate at Western Wealth Management, LLC, and LPL Financial, LLC from 2017 to 2023.

Nicholas Eyl is a Series 66-licensed financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has worked across various roles within JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Marcy Mc Govern is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Prior to her current role, she was involved with Holidaily Brewing Company and The Juice Plus, where she worked as a tap room server and a distributor of food supplements, respectively. She also volunteered with Alternatives Pregnancy Center, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors across a nationwide network.

Sergey Nesvat is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Chase Bank and US Bank. Outside of his advisory role, he owns a transportation business based in Colorado. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.