Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.

Darren Klinefelter is a financial advisor with Equitable Advisors in Boulder, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked briefly at Axa Advisors and has entrepreneurial experience with Jeavolda Woodworks and Jeavolda Wines. He is also involved in community service through leadership roles with the Denver Consistory and the Grand Lodge of Colorado. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at Wells Fargo since 2016 and serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides a range of brokerage and advisory solutions.

Jeffrey Troyan is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Arvada, Colorado, with seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and Caldera House. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Daniel Cottrell is a financial advisor at Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has tenure at Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. J.P. Morgan Securities 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 when recommending strategies.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.

Randy Leslie is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2012. He also operates a DBA under Colorado Financial Partners, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Todd Gleason is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 1998. Gleason is involved with Iron Arrow Strategies, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Barberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2000 with Merrill Lynch, he has focused on developing wealth management strategies tailored to the unique situations, concerns, and goals of successful individuals and families. David provides personalized advice across a broad range of wealth management services, including corporate executive services, equity and executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Prior to his current role, David served as a Senior Analyst in Merrill's Private Wealth Management Group, advising ultra-high-net-worth clients such as company founders, private equity partners, and senior executives. He has experience providing investment guidance across all asset classes and developing complex investment plans. David holds a Bachelor of Arts degree in Economics from the University of Colorado and is a Certified Investment Management Analyst® (CIMA®) professional, as well as a Personal Investment Advisor (PIA). David participates actively in his community by coaching youth sports, including baseball and football. He also enjoys golf, hunting, and spending time with his family. His approach emphasizes collaborative client relationships based on transparency and trust, aiming to simplify clients’ financial lives while addressing evolving personal and financial circumstances.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Jason Minor is a CFP®-certified financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he is involved in managing rental property investments. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.