James Barrett is a financial advisor with Wells Fargo Clearing in Arvada, CO, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He previously worked at Chase Investment Services Corp. from 2008 to 2012 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment decisions, offering a range of products through its bank and insurance affiliates.

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.

Aspen Spratt is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and 14 years of industry experience. Prior to joining LPL Financial, Aspen was involved with several firms including Transamerica Financial Advisors and World Financial Group. Aspen also owns a business entity called Be Intrepid, Live Your Dream, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad advisor network and diverse non-advisory financial activities.

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, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Elite Drains and Plumbing and attended the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Sothearos Gyallay is a Series 66-licensed financial advisor with seven years of industry experience. Currently with J.P. Morgan Securities in Denver, CO, Gyallay joined the firm in 2026 after roles at Citigroup Global Markets, Citi Private Alternatives, and TIAA. Outside of finance, Gyallay serves as a part-time administrative assistant at Frasier Meadows Retirement Community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Ameriprise, Cetera Advisor Networks LLC, and Hinds Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Marques Lopez is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2007. Outside of his advisory role, he is the owner of several real estate rental properties. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Walter Canizales is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Morgan Stanley, he worked at TIAA-CREF Individual & Institutional Services and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and investment research.

Christopher Kruger is a CFP® and holds a Series 66 license. He has 11 years of experience and has been with Edward Jones in Lakewood, CO since 2015. 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 broad range of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary wrap fee strategies.

John Glasgow is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over thirty years of experience as a financial advisor. John's expertise includes investment selection and management, portfolio review and stress test analysis, retirement planning, tax minimization strategies, foundation creation, wealth transfer strategies, trust and estate planning services, insurance and survivorship planning, and college funding. He holds a Bachelor's Degree from Ripon College and a Master's Degree from Oxford Polytechnic University in England. John has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He regularly studies various aspects of investments and financial services to support his advice and recommendations. John is involved in the community as a member of the Wilmette Harbor Rotary Club.

Riley Baker is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS, Baker held positions at Reformation, Arrow Electronics, Vuori, and Kinder Care, as well as roles in education at Castle View High School and the University of Denver. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Andrew Cochran is a financial advisor with J.P. Morgan Securities in Englewood, Colorado, holding a Series 66 designation and 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012 and previously was involved with CrossFit Wash Park from 2017 to 2021. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Stephen Demyanovich is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation. He joined Edward Jones in 2025 after 23 years at MediaNews Group and five years at Gannett Media. Outside of his advisory role, he is a minority owner of a property management business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services, including financial planning and access to third-party asset management, with a range of investment strategies implemented by a large network of investment adviser representatives.

Zachary Weaver is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also associated with Prairie Plains LLC as an outside business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and provides diverse financial products and services across retail and institutional markets.

Sharon Starkey is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Her prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She owns Starkey Financial Group LLC, a private investment-related business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools. The firm provides a broad range of planning services tailored to clients who meet certain net-worth thresholds, with planning engagements that are generally discrete and optional in implementation.