Christian Ofner is a financial advisor at RBC Capital Markets with 13 years of industry experience. He holds the Series 66 designation and has worked at RBC Capital Markets since 2013. In addition to his advisory role, he serves on the board of directors for the Women's Energy Network and the Women's Energy Network Foundation, which focus on energy advocacy and supporting local chapters. He is also involved in promoting skincare products through RODAN + FIELDS. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both internal and third-party investment managers.

Isabella Bright is a CFP® professional with two years of industry experience, currently affiliated with Cetera. She has held roles at Altitude Investment Management and Cetera Wealth Services and has a background that includes eighteen years at The University of Alabama and fourteen years with Jefferson County Schools. Bright is also a partner in Premier Financial Benefits, LLC, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, 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 a variety of third-party and affiliated investment managers.

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Lauren Husney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Elizabeth Pastore is a Series 66 licensed financial advisor with Edward Jones in Golden, Colorado, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she owns a rental property in Florida that is managed by a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Mc Kinnon is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Edward Jones for five years and JPMorgan Chase for nine years. Mc Kinnon holds a Series 66 designation. 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, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment strategies.

Matthew Gross is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 65 and Series 63 designations and 16 years of industry experience. He joined Wells Fargo Clearing and Wells Fargo Bank, NA in 2021 after previous roles at GWFS Equities, Inc. and Umb. Gross is a board member of the West Star Homeowners Association in Lakewood, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, relying on research from Wells Fargo Investment Institute and using diversification principles and modern portfolio theory in its investment approach.

Eric Imker is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports delivered through a centralized consulting team in partnership with advisors like Imker.

Daniel Bergay is a Financial Consultant currently working with Fidelity Investments since 2025. He has held various roles within the financial services industry, including positions such as Financial Consultant 1, Benefits and Planning Consultant - Executive Services at Fidelity Investments, and Financial Solutions Advisor at Merrill Edge. His career in financial services began in 2015 and has encompassed experience in retirement solutions, investment solutions, and brokerage services. Daniel's approach to financial planning involves understanding each client's priorities to develop tailored strategies in areas such as retirement preparation, wealth accumulation, and planning for significant life events. He holds insurance licenses in Arkansas and California, supporting his capability to advise clients comprehensively. Outside of his professional role, Daniel engages in personal interests including attending concerts, fitness activities, outdoor adventures, spending time with pets, traveling, and volunteering.

Carlos Marquez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities 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.

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

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.

Conor Mccallin is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the investment committee of Regis Jesuit High School in Aurora, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques, focusing on advisory services rather than individual security recommendations.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.