David Baer is a financial advisor with LPL Financial in Broomfield, Colorado, holding Series 63 and Series 66 credentials and having 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baer is involved in Western Wealth Advisors and DB Financial Group, both entities related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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 a non-discretionary advisory approach.

Ryan Keeran is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Halliburton for 13 years and briefly owned a drop shipping business called Emergence Junkie. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor footprint and affiliated financial services beyond advisory offerings.

Scott Coffee is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Denver, CO. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Robert Katz is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Concourse Financial Group Securities Inc for 10 years. Katz is also an independent insurance producer through Katz Insurance, LLC and serves as a board member for a condominium association in Denver, CO. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke investment strategies.

Max Fletcher is a financial advisor at Edward Jones in Denver, CO, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large network of advisors and branch offices.

Douglas Camelio is a financial advisor at Thrivent Investment Management in Denver, CO, holding Series 66 and Series 63 designations with four years of industry experience. His prior work includes roles at Fidelity Investments and Securitas Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under a consolidated billing program called WealthPlan.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Alexa Brascetta is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with firms including Valorem Financial, CWM, LLC DBA Carson Group Partners, Cetera Advisor Networks, and Sammons Financial Network. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market assumptions.

Ilya Nudelman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Raul Cerceda Cota Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2018 and Wells Fargo Clearing since 2022. Prior to his financial services career, he worked at Art Cleaners and CCI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Nicholas Turnquist is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Confetti Wealth - Ameriprise Financial Services for three years and spent time at Wipfli LLP in two separate roles. He also has experience at Eau Claire Golf & Country Club prior to his finance career. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Sal Melaragno is Vice President and Financial Consultant at Fidelity Investments. He partners with clients to help them make educated financial decisions and pursue their long-term goals. Since joining Fidelity Investments in 2014, Sal has held various roles including Investment Solutions Representative, Financial Representative, Relationship Manager, Investment Consultant, and Vice President Financial Consultant. Sal holds a California Insurance License. His professional experience spans multiple aspects of financial advising, enabling him to provide comprehensive support to his clients. Outside of his professional career, Sal enjoys a variety of personal interests including hiking, skiing, traveling, reading, music, and exploring food.

Jan Long is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. J.P. Morgan Securities LLC 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 when recommending strategies.

Joshua Jesudass is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America (Merrill Lynch). Outside of advising, he is associated with JRJ Enterprises, a family property and rental company, although he has no active responsibilities there. J.P. Morgan Securities LLC 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.

Christopher Deshano is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and was previously with Cambridge Investment Research Advisors, Inc. for 17 years. Outside of his advisory role, he is a business owner of DeShano Care Centers LLC and is involved in managing a family farm. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party model portfolios.

Erica Kohlwaies is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked for U.S. Bank and U.S. Bancorp Investments, Inc. for a combined ten years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, corporations, and government entities.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.