Jay Santangelo is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at City National Bank, Bank of America, and Merrill. Outside of his advisory role, he is involved in several business ventures including ownership and management of commercial real estate and mixed-use properties in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies, offering a range of advisory programs and portfolio management services that integrate both in-house and third-party investment resources.

Olivia Freeman is a Series 66-registered financial advisor at Edward Jones with five years of industry experience. She has worked primarily at Edward Jones since 2018, with prior experience that includes roles at Jenkins & Kling PC and Cope Plastics Inc. Outside of her advisory work, she has worked as a server at The Fabulous Fox Theater in St. Louis. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Scott Taylor is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he has worked part-time in retail sales at American Eagle Outfitters and The Buckle. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

James Lunney is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with LPL Financial since 1995. Lunney also writes and sells a compliance-approved monthly update letter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 and research from multiple sources.

Corey Kemplin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Fidelity in various capacities from 2016 to 2020. Outside his advisory role, he is a partner and owner of K Company LLC, a real estate holding and management business. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence.

Kyle Pritchard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2024. Prior to joining Fidelity, his work history includes various self-employed roles and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Max Gollobin is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Brown Brothers Harriman before joining J.P. Morgan in 2018. Outside of his advisory work, he serves as board treasurer for Prospect Street Writers House, a nonprofit that provides housing and support to aspiring writers. J.P. Morgan Securities LLC offers 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 to guide investment recommendations.

Susan Winter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at SVB Financial Group and First Citizens Banc Shares, Inc. Her current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank in Denver, CO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a larger organization that includes broker-dealer and banking activities.

Gwendolyn Yanish is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked previously with Wells Fargo Advisors and has been involved with Huiting Wealth Management Group since 2013, where she serves as vice president. Yanish is also an officer and partner in affiliated support companies that assist in managing business operations. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while maintaining client decision authority.

Alexander Koch is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at several firms, including Northwestern Mutual Investment Management and Sovereign Wealth Strategies Group. Outside of his advisory role, Koch is a licensed insurance agent providing life, disability, and long-term care insurance solutions. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client risk profiling and provides a range of implementation options including brokerage accounts, advisory accounts, and outside managers.

James Barrett is a financial advisor with Wells Fargo Clearing in Arvada, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Matthew Godfrey is a Benefits & Planning Consultant within Executive Services. He collaborates with clients to help them utilize their corporate benefits and build customized financial plans aimed at meeting their unique goals. Forming strong relationships with clients and their families is a priority for him, and he focuses on maintaining trust, reliability, and competency in his work. Matthew's professional experience includes serving as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He brings expertise in benefits utilization and personalized financial planning to his role. Outside of his professional responsibilities, Matthew engages in various personal interests such as social events, playing musical instruments, outdoor adventures including surfing and tennis, and volunteering.

Trevor Sebolt is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at technology companies including Splunk and CircleCI. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Aspen Spratt is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2023, Spratt was involved with multiple firms including Transamerica Financial Advisors and World Financial Group. Outside of advisory roles, Spratt owns Be Intrepid, Live Your Dream, LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin O'Connor is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a director and chair for Opera Colorado, providing financial oversight for the organization. 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 and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Hayden Johnson is a financial advisor at Edward Jones in Lakewood, CO. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he gained experience at Elite Drains and Plumbing and worked at the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Ameriprise and Cetera Advisor Networks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Colton Wise is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Guggenheim Partners and J2 Partners before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hadley Griggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan, Griggs attended Boston College and held roles at Prudential Insurance Company of America and The Atlanta Braves. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Anna Schaefer is a Series 66 credentialed advisor with J.P. Morgan Securities in Denver, Colorado. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she had positions at Deloitte and Global Medical Response. She also has experience with nonprofit work at the Boulder Shelter for the Homeless and involvement in local business ventures including The Post Chicken & Beer. 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 to support its recommendations.