Julie Mccorkel is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, supported by algorithmic automation overseen by a dedicated consulting team.

Amit Shrestha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC 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.

Benjamin Sikora is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at W.J. Doyle and has experience in diverse roles including delivery driving for DoorDash. Sikora also provides financial planning and consulting services through Bighorn Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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, and affiliated mutual funds.

Meggan Van Kessel is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families, individuals, and successful business owners in developing long-term financial strategies that align with their personal and business financial goals. Meggan works closely with clients and their other advisors, including attorneys and accountants, to address total wealth management needs. With 19 years of experience, Meggan focuses on areas such as college and education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. As a Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA), she integrates investments, planning, banking, lending, and legacy considerations into comprehensive strategies that support her clients' present and future financial well-being. Meggan is a graduate of the University of Colorado at Boulder, Leeds School of Business, and is a native of Boulder. She is involved in the community through organizations such as There with Care.

Alex Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to that, he worked at Hapco, Inc. DBA Tarpco and attended Kent State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through its Institutional Consulting Services program.

Susan Spangler is a financial advisor at Cetera with 27 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Cetera Wealth Services, LLC since 2013 and Cetera Investment Advisers, LLC since 2025. Outside of her advisory role, she volunteers at her child’s school providing library assistance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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 third-party money managers.

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.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.

Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Amy Rosenberg is a financial advisor at Edward Jones in Westminster, CO, holding a Series 63 designation with 14 years of industry experience. She previously worked at TIAA and Tiaa from 2016 to 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Chris Eissinger is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he spent nearly a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Eissinger is also a Notary Public. 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 along with model portfolios and third-party research.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Elena Bogomolova is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Wells Fargo Clearing in 2018, she worked at Ross Stores Inc. from 2016 to 2019 and has been associated with Wells Fargo Bank, N.A. since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matthew Veenker is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the CFP® and CFA® designations, along with the Series 63, 65, and 66 licenses. His prior roles include positions at First National Bank of Omaha and First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored planning and analytical tools to support client goals. The firm also offers municipal and public finance advisory services and sponsors specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Haagensen is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2025, he worked at Fidelity Investments from 2023 to 2025. His background also includes experience in education and various non-financial roles. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment management using multi-asset model portfolios supported by centralized operational and supervisory arrangements.

Christopher Martin is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds Series 63 and Series 65 licenses and is based in Erie, Colorado. Edward Jones is a full-service wealth management firm serving more than 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 large network of financial advisors and branch offices across the United States.

Andrew Butt is a financial advisor with Merrill in Boulder, CO, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 2001 and has concurrently worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Crystal Rubio Villalobos is a financial advisor at Charles Schwab with three years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo, and TCF Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside research-driven alternative investment options.

Caroline Jackson is a CFP® certified financial advisor with six years of industry experience. She currently works at UBS Financial Services and has held prior roles at Morgan Stanley Private Bank and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.