Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Connor Bieda is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and its affiliated bank since 2017. Prior to this, he was involved with BtownMenus-Powered By Lodel for one year and attended Indiana University for four years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions, supported by multi-asset model portfolios and a centralized operational structure.

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 at Wells Fargo Clearing with nine years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Merrill, Syntrinsic Investment Counsel, and Trust Company of America. Outside of her advisory role, she is involved in two business activities: providing investment analysis for a property-related firm and operating a resale clothing business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Lynette Twedt is a financial advisor at Fidelity with 34 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at Kestra Investment Services, LPL Financial, and Invesco AIM Private Asset Management. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across a range of mutual funds, ETFs, and ETPs.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Christopher Toney is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and was previously with Public Trust Advisors from 2013 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

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.

Sasha Tollensdorf is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 11 years of industry experience. Their career at Fidelity includes roles with Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, through discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of proprietary fundamental research, quantitative analysis, and systematic methodologies, and it holds unique registrations and advisory roles uncommon among large institutional peers.

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.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Tyler Izykowski is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique stories and goals to co-create personalized financial plans, identify opportunities for strengthening them, and adjust strategies as clients' lives evolve. His approach aims to build long-term, multi-generational relationships based on proactive guidance, clear communication, and trust. Tyler has experience in various financial consulting roles, including Benefits & Planning Consultant at Fidelity Investments from 2022 to 2024, Workplace Planning Consultant at Fidelity Investments from 2021 to 2022, and Financial Professional at Equitable Advisors from 2020 to 2021. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Tyler enjoys biking, camping, cooking and baking, golf, reading, and traveling.

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.

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.