Brady Jones is a Series 65-licensed financial advisor with CWM, LLC in Littleton, Colorado, bringing one year of industry experience. His career includes five years at Wambolt & Associates, LLC, alongside current service in the United States Marine Corps. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with services including discretionary asset management, financial planning, and retirement plan solutions, supported by a centrally managed Investment Committee and a range of tailored portfolio offerings.

Kevin Bodkin is a financial advisor with PNC Wealth Management in Littleton, Colorado, holding Series 63 and Series 65 licenses and 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BOK Financial Securities, and LPS Capital. He serves as a board member for the Metropolitan Loft Homeowners Association in Denver. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Sean Mccann is a financial advisor with Eagle Strategies (New York Life) based in Littleton, CO, holding a Series 63 designation and over 35 years of industry experience. He has been with Eagle Strategies since 2001 and operates Integrated Financial Strategies, LLC. Outside of his advisory work, he is a 15% owner of House of Speed Holdings, LLC, a company that sells sports training franchises, where he focuses on business and marketing operations. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers financial planning, investment management, and retirement plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary assets under management.

Ross Ferrin is a ChFC® with over 32 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, Park Avenue Securities, Guardian Life Insurance, and Equitable Advisors. Outside of his advisory role, Ferrin serves as a board member for Outfitters for Christ, an organization that counsels youth through ranch-based outdoor activities, and is a silent investor in a golf club rental business. Integrity Alliance, LLC is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and brokerage services through a variety of approaches, including advisor-managed discretionary accounts and third-party sub-advisers.

Gregory Wambolt is a CFP® and ChFC® professional with 25 years of industry experience. He is currently with CWM, LLC and Carson Wealth, and has previously worked at firms including Centric Investment Group, Metis Wealth Management, and Northwestern Mutual. He serves as a board member of Personos, a labor platform. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across more than 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory relationships, and retirement plan services through a model portfolio approach supported by an Investment Committee and integrated custodial and technology platforms.

Cris McBride is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 66 licenses, with 29 years of industry experience. He has worked at Kestra Advisory since 2016 and has been associated with Kestra Investment Services, LLC since 1999. McBride operates a financial services business, M&D Financial Services, where he serves as owner and advisor, providing financial planning, securities, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients that include large institutional investors and sovereign wealth funds.

Roger Martin is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Centaurus Financial since 2008 and maintains involvement with Charter Financial Resources and Legacy Marketing Group. Outside of advising, he operates a 1950s event center for meetings and celebrations. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of investment approaches and discretionary arrangements.

Brian Wohlner is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds the Series 66 designation and has worked at Hightower Advisors since 2017, following three years at UBS Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Christopher Polk is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2008 and was previously with Connecticut Mutual Life Insurance Company. Outside of his advisory role, Polk is involved in independent insurance sales and real estate property management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Matthew Carpinelli is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He worked at AFC Tax and Financial Advisors, Inc. for nine years prior to joining LPL Financial in 2011. Outside of his advisory role, he is involved with AFC Wealth Management Group, which focuses on life insurance and annuity sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

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.

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.

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.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Peter Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at National Planning Corporation. Outside of his advisory role, he is a licensed, non-practicing attorney, founder of Coleman Capital and Risk Management, and a member of The Rotary Club of Evergreen. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

William Miller is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bruce Vermeulen is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 44 years of industry experience. He has been with Cambridge since 2010 and also operates as president of the RiderDown Foundation, a nonprofit organization based in Evergreen, Colorado. Additionally, he maintains an independent insurance agency and oversees Vermeulen Consulting Inc., which provides administrative services for personal household accounts. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers.

Brett Ohlen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Avantax Investment Services and has operated Advocate Tax Worldwide LLC, a tax preparation and accounting firm, since 2014. Outside of his advisory role, he serves as an assistant coach for Golden High School football. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining proprietary and third-party portfolio management options with both discretionary and non-discretionary account structures.