Kevin Kennedy is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He develops engagement strategies tailored to the unique planning needs of each client. Kevin has been with Fidelity Investments since 2022, progressing through several roles including Workplace Planning Consultant I, II, and III before assuming his current position in 2026. His experience encompasses various aspects of workplace planning and benefits consulting. Outside of his professional responsibilities, Kevin has interests that include cars, fishing, fitness, golf, outdoor adventures, and caring for pets.

Janet Nuzman is a financial advisor with Wells Fargo Advisors in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at The Leaders Group Inc and Robert W. Baird & Co. She is also active with TLG Advisors, Inc., where she dedicates time as an investment advisor representative. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse needs such as retirement, education, and specialized planning areas.

Andrew Kenney is a financial advisor at Edward Jones with six years of industry experience. Before joining Edward Jones in 2025, he worked five years at John Hancock. His credentials include Series 63, 65, and 66 licenses. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Michael Williams is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Lakewood, Colorado, and has 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as treasurer for The University Club of Denver, a social club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products.

Justin King is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016. 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 investment strategies.

Henry Zabarsky is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Zabarsky serves as a FINRA arbitration panelist and has created a religious product for sale, in addition to acting as a notary in Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party providers.

Cali Nuechterlein is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Over the years, she has advanced through several roles at Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2018. As a CERTIFIED FINANCIAL PLANNER® professional, Cali focuses on partnering with clients to understand their financial goals and developing customized, comprehensive, and holistic financial plans. She emphasizes ongoing monitoring and adjustments to fit clients' changing circumstances. Her approach includes educating clients to foster comfort, confidence, and empowerment in financial decision-making. Cali holds a California Insurance License, supporting her capacity to provide insurance-related financial advice.

Abigail Colburn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMORGAN Chase Bank, Phillips 66, and Walgreens. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Kopp is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and personalized financial planning that utilize structured discovery processes and advanced planning tools.

Andrew Lowery is a financial advisor at Wells Fargo Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in various positions primarily outside the financial sector, including at The North Face and Pearl Izumi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations delivered through meetings and written summaries.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Davis is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at Sprouts Farmers Market, Uber Technologies, Transamerica Financial Advisors, and World Financial Group. Outside of financial advisory work, he has experience in retail management, including a long tenure at King Soopers. 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 model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Northwestern Mutual, and The Stone Creek Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

James Carrington is a financial advisor with UBS Financial Services in Littleton, CO, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America, Merrill, and Wells Fargo in various advisory roles. Outside of his advisory work, he has passive ownership interests in family oil and gas investments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial plans and portfolio management.

Brian Vankeuren is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 license and bringing 15 years of industry experience. He previously operated Brian Vankeuren LLC and has been involved with Toastmasters International and the Golden Chamber of Commerce Young Professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Rachael Roth is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Prudential Insurance Company of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved software tools and offers specialized planning programs such as divorce and estate-settlement planning.

James Crossman is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Brad Thorstenson is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Helen Lee is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 66 licenses and nine years of industry experience. Her career includes roles at Merrill from 2018 to 2023 and Syntrinsic Investment Counsel, LLC from 2016 to 2018. Outside of her advisory work, she co-owns CLJ Investment LLC, where she provides investment analysis on prospective properties, and owns a business reselling used clothing items. 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 employs a large-scale investment approach supported by research and analytics while offering both brokerage and advisory solutions.

Eric Scheimer is a financial advisor with LPL Financial, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory work, he is involved in agricultural businesses, including Schaefer Farms, Inc. and Serendipity Enterprises LLC, located in Colorado. 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 provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management alongside model portfolios and third-party research.