Colton Haight is a financial advisor at Edward Jones in Littleton, CO, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked at Jim Saulnier & Associates, LLC and Steven J. Wick & Associates, and spent four years with the Fellowship of Catholic University Students (FOCUS). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Anita Wingfield is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC since 2013. Outside of her advisory work, she operates Choppy's Kraft Shack LLC, a small crafts business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs that utilize a blend of in-house and third-party investment resources.

Ronald Charles Kemp is a financial advisor with UBS Financial Services in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Worrall is a financial advisor with LPL Financial and holds the ChFC® and Series 63 designations. He has 38 years of experience in the industry, including extensive tenure at Northwestern Mutual Wealth Management Company and its affiliated entities from 1987 to 2023. Outside of his advisory work, he is involved with Pacific Guardian Life and Genworth in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

James Abernethy is a financial advisor with LPL Financial in Littleton, Colorado. He holds Series 63 and Series 66 registrations and has 37 years of industry experience. His prior work includes two separate tenures at LPL Financial, totaling 16 years, and five years at Investment Centers of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a range of advisory and brokerage services through a network of investment adviser representatives, utilizing various investment strategies and operational tools.

Darby Affeldt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Their background includes roles at Minnesota Life Insurance, Securian Financial Services, and North Star Consultants. Outside of advising, Affeldt is involved in wealth and wellness coaching focused on financial empowerment for women and serves on the advisory board of a nonprofit animal hospital working to expand veterinary services. Cetera Investment Advisers LLC is a large institutional firm that provides comprehensive portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform with access to affiliated and third-party managers.

Matthew Magoon is a financial advisor at Fidelity with five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co, along with earlier positions outside finance in the hospitality and education sectors. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and oversight of affiliated sub-advisers.

Kyle Ciarlelli is a financial advisor with Cetera in Littleton, CO, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and affiliated firms since 2019 and is the owner of Alpenglow Apogee LLC, a financial services business. Ciarlelli also operates CC Coaching and Consulting, Inc., which provides investment advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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 featuring both affiliated and third-party managers.

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 with Edward Jones in Golden, CO, holding Series 63, Series 65, and Series 66 licenses and six years of industry experience. Prior to joining Edward Jones in 2025, he spent five years at John Hancock. His background also includes various roles at the University of Vermont and experience with organizations related to recreation and boating. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management, supported by a nationwide network of financial advisors and branch offices.

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 at J.P. Morgan Securities with Series 65 and Series 66 designations and 25 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is based in Denver, Colorado. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Henry Zabarsky is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory work, Mr. Zabarsky serves as a FINRA arbitrator, is a licensed notary in Colorado, and has developed a religious product for sale. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and operational tools, managing over $819 billion in discretionary assets.

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 credential and seven years of industry experience. Her prior roles include positions at Wells Fargo Advisors and The Keyes Company. 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, including tailored financial planning that employs structured discovery processes and firm-approved 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 bringing six years of industry experience. His background includes roles at Sprouts Farmers Market, Uber Technologies, Transamerica Financial Advisors, World Financial Group, and a 12-year tenure at Ghost Road Press. 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 offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.