Steven Conn is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a 14-year tenure at A. G. Edwards & Sons, Inc. 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 combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sherri Pfeiffer is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2004, with a brief period at BofA Securities in 2019. Outside of her advisory role, she co-owns an LLC that holds mineral assets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Jensen is a CFP® professional with 21 years of experience in the financial industry. He is currently with Osaic and has previously worked at firms including FSC, Wells Fargo Clearing, J.P. Morgan Securities, Morgan Stanley, Northwestern Mutual Investment Management, and Chase Investment Services Corp. Outside of his advisory role, he owns and operates a tennis instruction business called Tim's Tennis Time. OSAIC serves a diverse range of clients, including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to construct portfolios that may include a variety of securities and investment types.

Craig Garrison is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 21 years of industry experience, including 20 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. In addition to his advisory role, he owns Bench in Golden, LLC, a holding company for partnership shares. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Amy King is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. She has worked at firms including Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory role, she is involved with W.o.W Women of Wealth LLC, a real estate rental business. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while managing over $819 billion in discretionary assets.

Kate Bentson is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., and Gart Properties. 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 applying an ESG eligibility framework in its recommendations.

Allen Cunningham is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2026. He specializes in assisting clients with understanding and utilizing their workplace benefits, integrating these into personalized financial plans. His approach involves discussing clients' priorities, evaluating their financial situations, and identifying opportunities to meet their goals through education, planning, and ongoing guidance. Prior to his current position, Allen gained experience at Fidelity Investments in various roles including Investment Solutions Representative III, II, and I from 2022 to 2026, as well as serving as a High Net Worth Representative and Customer Relationship Advocate. He began his career in the financial industry as a Teller at Bank of The West between 2020 and 2021. Allen holds an AR Insurance License. Outside of his professional responsibilities, Allen enjoys boating, attending concerts, football, golf, and snowboarding.

Richard Mower is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial in Golden, CO. He has worked at LPL Financial (and its predecessor entities) since 2005 and previously at Wells Fargo Investments from 1999 to 2005. He co-founded Meridian Wealth Management LLC, operating it for 11 years. Mower is also a silent investor in private investments through CAGAI LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Zakary Book is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Pontifex Capital and held roles at Boise State University and Jacks Urban Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from a diverse range of mutual funds, ETFs, and ETPs.

Michael Edwards is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc., Fortis Financial Group/Woodbury Financial Services, and Copic Companies. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Benjamin White is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, with seven years of industry experience. His prior work history includes roles at Edward Jones and Instacart, as well as a decade at Terry White. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm focuses on tailored financial planning supported by structured tools and emphasizes advisory services without providing individual security recommendations as part of standalone plans.

Andrew Kret is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Arne Hogg is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera Investment Services LLC since 2019. Prior to that, he was with Jackson National Life Distributors LLC from 2011 to 2018. He also serves as power of attorney and executor of the estate for his parents and as trustee for the Zaworski Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and access to third-party and affiliated money managers.

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.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Loc Nguyen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of advisors dedicated to serving the community through comprehensive financial planning. Prior to his current position, he served as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2022. Throughout his tenure at Fidelity Investments, Loc Nguyen has focused on helping individuals achieve their financial goals through personalized planning and consultation.

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.

Carolyn Parsons is a financial advisor with Equitable Advisors in Englewood, Colorado, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2011, including its predecessor, Axa Advisors. Parsons serves as business manager and bookkeeper for a medical consulting practice and is a board member and treasurer for a Christian ministry focused on healthcare professionals. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Marc Pasquariello Williams is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he operates a small tennis racquet stringing business and serves on the board of a nonprofit focused on early childhood education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with integrated financial planning and brokerage services.

Patrick Brannan is a CFP® with 16 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Cetera Advisors LLC and New England Securities. Brannan is also involved in various outside activities related to non-variable insurance and manages several real estate rental entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.