Matthew Watson is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Salesforce, Mobile Epiphany, and Keyence Corporation of America. Outside of his advisory work, he has no active business responsibilities related to a rental property owned by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Timothy Gomez is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with various firms including Waddell & Reed Inc and Daryl Christensen. He also operates Timothy P Gomez, LLC, a non-investment-related business entity. 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 advisors. The firm offers a range of financial planning, advisory programs, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Valter Martinez is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at E*Trade Securities, Capital 360, and involvement in the restaurant and brewing industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and risk modeling techniques.

Charles Wham is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Talkot Capital LLC and Rocky Mountain Industrials Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Caroline Baumgart is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at Merrill from 2022 to 2025. Baumgart serves as a board member and Public Relations Co-Chair for the Women's Estate Planning Council in Denver. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Ethan Cobb is a financial advisor with Charles Schwab in Boulder, CO, holding a Series 66 designation. He has been with Charles Schwab since 2026 and has prior experience at Catalyst Wealth Management LLC and Innovation Partners LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers comprehensive custody and brokerage services.

Tucker Erdmann is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Furman University and Crowne Plaza Edinburgh. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision authority.

William Gordon is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Swati Mahapatra is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2018, having also worked with Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several hospitality and hotel investment companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Laura Chester is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes positions with the Archdiocese of Denver and Jeffco Public Schools. Outside of advising, she works as a math tutor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and custody, operating on a tiered wrap-fee structure.

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a large national network of financial advisors.

Levi Kautz is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Kurt Bethke. Outside of his advisory work, he serves as an assistant basketball coach for the Byers High School boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Bedford is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 42 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, and previously held roles at Western Wealth Management LLC, LPL Financial, and has operated Bedford Insurance Services and Bedford & Associates Inc. since the early 1990s. Bedford is also the originator and author of a scholarly website focused on education and public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of discretionary and non-discretionary investment approaches across multiple platform arrangements.

Patrick O'connell is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including U.S. Bancorp Investments, U.S. Bank, Chase Investment Services Corp., and Equitable Advisors. He also serves as a Senior Premier Relationship Manager at BMO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by various investment management approaches and research resources.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.