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®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Helen Lee is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 66 licenses and nine years of industry experience. Her career includes roles at Merrill from 2018 to 2023 and Syntrinsic Investment Counsel, LLC from 2016 to 2018. Outside of her advisory work, she co-owns CLJ Investment LLC, where she provides investment analysis on prospective properties, and owns a business reselling used clothing items. 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 a large-scale investment approach supported by research and analytics while 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 a Series 66 designation and previously worked at Fidelity in various capacities from 2016 to 2020. Outside his advisory role, he is a partner and owner of K Company LLC, a real estate holding and management business. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence.

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 65 and Series 63 licenses and has worked previously at SVB Financial Group and First Citizens Banc Shares, Inc. Her current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank in Denver, CO. 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 integrates an ESG eligibility framework in its recommendations and operates within a larger organization that includes broker-dealer and banking activities.

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.

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

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.

Trevor Sebolt is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill and Bank of America, he held roles at technology and retail companies including Splunk and Recreational Equipment, Inc. He is based in Denver, CO. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

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.