Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UBS Financial Services Inc and Northwestern Mutual. He is based in Denver, CO. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within a broader broker-dealer and banking organization.

James Carrington is a financial advisor at UBS Financial Services with 25 years of industry experience and a Series 66 designation. His prior roles include positions at Bank of America, Merrill, and Wells Fargo. Outside of his advisory work, he has ownership interests in family oil and gas investments through Carrington Energy LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, leveraging proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.

Brian Vankeuren is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Waddell & Reed, various insurance carriers, and operating his own firm, Brian Vankeuren LLC. He has also been involved with Toastmasters International and the Golden Chamber of Commerce Young Professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, leveraging a large network of advisors and employing various portfolio strategies supported by advanced operational tools.

Rachael Roth is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Prudential Insurance Company of America. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars using firm-approved software tools and offers specialized planning programs such as divorce and estate-settlement planning.

James Crossman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Brad Thorstenson is a CFP®-designated financial advisor with Edward Jones in Arvada, Colorado, where he has worked for 10 years. He holds a Series 66 license and has focused his entire professional career at Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Helen Lee is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 66 licenses with nine years of industry experience. She previously worked at Merrill from 2018 to 2023 and Syntrinsic Investment Counsel from 2016 to 2018. Outside of her advisory role, Lee owns and operates a business reselling used clothing and is involved in providing investment analysis for prospective properties through a separate investment entity. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Eric Scheimer is a financial advisor with LPL Financial in Evergreen, CO, holding a Series 63 designation and 29 years of industry experience. He has been with LPL Financial since 1998. Outside of his advisory role, Scheimer is involved in agricultural and farming businesses through entities such as Schaefer Farms, Inc. and Serendipity Enterprises LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

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.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

James Lunney is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 1995. In addition to his advisory work, he authors and sells a compliance-approved monthly update letter. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Corey Kemplin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was employed by Fidelity in various capacities from 2016 to 2020. Outside of his advisory role, he is an owner and partner of K Company LLC, a real estate business. 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.

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 63 and Series 65 licenses and has worked at SVB Financial Group, First Citizens Banc Shares, Inc., and JPMorgan Chase Bank, N.A. prior to her current role. 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 applies an ESG eligibility framework in its recommendations and is registered to offer a broad range of investment products through its affiliated entities.

Gwendolyn Yanish is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, she worked at Wells Fargo Advisors and has been associated with Huiting Wealth Management Group since 2013, where she also serves as an officer in supporting roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports a broad advisor network with specialized programs in municipal finance and employer advisory services.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with LPL Financial since 2003 and previously worked at Veravest Investment Advisors, Inc. from 2000 to 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Alexander Koch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Management and Tyler Holden. Outside of advising, he holds an insurance agent license and is involved in placing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs with a broad advisor network.