Tyler Oglesby is a financial advisor at Edward Jones in Golden, CO, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC, Commercial Federal Bank, and Waddell & Reed. 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.

Jody Mcnerney is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2021, with prior experience at BMO Bank NA, BancWest Investment Services, and Invest Financial Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Makeda Gebre is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Transamerica Financial Advisors and has diverse work experience including roles as a content creator focused on motivation, lifestyle, health, and fitness, and an owner of a mobile app centered on healthy green juice recipes. She is also engaged as an independent contractor delivering groceries and creating content. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework to its recommendations.

Guy Acerra is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, Acerra serves on the Board of Directors for The Reserve at Cub Creek Ranch HOA in Evergreen, CO. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Colleen Thompson is a financial advisor with Edward Jones in Evergreen, CO, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, she worked for nine years at MolsonCoors Beverage Company. She also teaches a project management course as an adjunct professor at the University of Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Christopher Broyles is a financial advisor at Osaic Wealth, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at S&P Global, Empower Retirement, Devbridge Group, and Morningstar. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kelly Krupp is a financial advisor with Charles Schwab in Golden, Colorado, holding Series 63 and Series 66 designations and seven years of industry experience. Her prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and Fidelity Brokerage Services LLC. Charles Schwab 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and centralized custody and operational infrastructure.

Charles Curtis is a Series 66–licensed financial advisor at Wells Fargo Advisors with 16 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, he is the owner of Fulfillment Wealth Management Corporation and manages two commercial rental properties in McAllen, Texas. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored investment recommendations using proprietary research and planning tools.

Holly Miller is a financial advisor with Thrivent Investment Management in Golden, CO, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at firms including Robinhood Markets, Fidelity Brokerage Services, and TIAA-CREF before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various planning areas without including implementation. The firm focuses on holistic, goal-based analyses and combines planning with managed account services through its “WealthPlan” option while maintaining separate advisory roles.

Cody Foster is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at Investment Centers of America and Ameriprise prior to that. Outside of his advisory role, Foster is involved with managing LLCs focused on residential and commercial real estate rental properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Marguerite Maxwell is a financial advisor with LPL Financial in Evergreen, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with LPL Financial since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Hannah Raynes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2017, she worked at National Planning Corporation and Trilogy Capital, Inc. In addition to her advisory work, Raynes directs school plays for Gilpin County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of advisors. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven strategies.

Julia Smith is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with LPL Financial since 2012. 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 and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.