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.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jessica Curtis is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to understand their unique financial goals and develop plans aimed at long-term financial success. She has been with Fidelity Investments since 2018, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative and now Planning Consultant. Jessica has over ten years of experience in the financial industry, including positions at FirstBank of Colorado and Transamerica Financial Advisors. She holds insurance licenses in Arkansas and California, supporting her expertise in financial planning and investment solutions. Outside of her professional work, Jessica enjoys family activities, golf, hiking, playing musical instruments, outdoor adventures, and spending time with her pets.

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.

Adis Rogonich is a financial advisor with Charles Schwab in Denver, CO, holding the Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Schwab in 2025, he worked at Fidelity Investments for four years. Outside of his advisory role, he owns and manages a residential property in Denver. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 affiliated discretionary portfolios and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

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.

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.

Douglas Glock is a financial advisor at Primerica Advisors with 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Glock is registered with Series 63 and Series 65 credentials and is based in Brighton, Colorado. He also holds roles including OSJ Coordinator and Designated Principal at Waufle Enterprises, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports its advisory services with custody, clearing, and overlay management through third-party providers.

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.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Anna Jenkins is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her financial services career over twenty years ago at Montgomery Securities in San Francisco. Over the years, her practice has expanded to include concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services through Bank of America, N.A. Anna's areas of expertise include corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and values-based investing, women and wealth, and tax minimization. She holds the professional designations of Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). A native of Rapid City, South Dakota, Anna earned her bachelor's degree from Colorado State University, where she was active in the Music, Theater, and Dance Department. She volunteers at her daughters' school and mentors women in the financial industry. In her free time, she enjoys live music and outdoor recreation with her husband and three daughters.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Stephen Herbert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

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.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.