Austin Campbell is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2012. In his current role since 2018, he works closely with clients to develop financial plans that align with their comfort, confidence, and commitment levels. Austin's experience at Fidelity includes roles as Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. This progression reflects his sustained involvement in financial consulting and client relationship management. Outside of his professional responsibilities, Austin's personal interests include family activities, golf, pets, skiing, and traveling.

Paul Donahue is a financial advisor at Edward Jones in Castle Rock, CO, holding Series 63 and 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a shareholder in Donahue Farms, Inc., a family farm in Inland, NE. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Gregory Lawrence is a financial advisor at Edelman Financial Engines with 23 years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes roles at Empower Financial Services and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management across diversified portfolios.

Kimberly Maez is a financial advisor with Ameriprise in Franktown, Colorado, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she is involved in several business ventures including owning and managing multiple entities such as Chasing Monarchs, Inc., which provides business support services. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, utilizing a centralized consulting team to deliver tailored, algorithm-supported recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Scott Wilson is a financial advisor with UBS Financial Services in Castle Rock, Colorado, holding a Series 66 designation and 22 years of industry experience. He has been with UBS since 2013. Outside of his advisory work, Wilson serves on the Board of Directors for the Fellowship of Christian Athletes (FCA) in Colorado, where he is involved in event planning, budget oversight, and staff development. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and delivering advisory solutions tailored to clients’ goals and risk tolerances.

Raymond Reilly III is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Samaritan's Purse and National Technology & Engineering Solutions of Sandia, among others. He is also a licensed real estate broker in Colorado, although he currently devotes no time to this activity and uses the license primarily for personal real estate transactions. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Collin Tomic is a financial advisor at Fidelity with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at BeyondHome and Chick-fil-A Belmar. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and integration of AI in research.

Mark Dunn is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at VALIC Financial Advisors, Agia, Lincoln Investment, and Capital Analysts. In addition to his advisory work, he is an owner and managing partner of Apollo Strategic Advisors, LLC, a financial services firm, and serves as an insurance agent specializing in life insurance, fixed annuities, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Darren Woon is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and J.P. Morgan affiliates. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation process combined with centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies on a non-discretionary basis.

Wendy Gillespie is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is the owner of MoneyBags, LLC, through which she published the book *MoneyBags: A Guide to Teaching Your Kids About Money* in 2014. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Chuks Nweke Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing and a brief tenure at Uber. 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 multiple market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.

Jeffrey Pasternak is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He worked at Ameriprise Financial Services, Inc. from 2009 to 2019 before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Joseph Mortenson is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior roles include positions at Altruist LLC, Robinhood Markets, Inc., TIAA, Morgan Stanley, and Scottrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Eyl is a Series 66-licensed financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has worked across various roles within JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Benjamin Isler is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is a passive investor and partner in the food and beverage company Kitchfix. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with a multi-asset portfolio approach and centralized operational support.

Anthony Robinson is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He previously worked at TIAA-CREF and Tiaa from 2005 to 2019 before joining Charles Schwab in 2019. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and centralized operational structures.

Garry Fry is a financial advisor with Raymond James Financial in Castle Rock, Colorado, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial since 2009 and has worked within the broader Raymond James organization since 2006. Fry is also president of Dodge City Financial Services LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, corporations, pension plans, charitable organizations, and institutions. The firm employs fact-finding, risk profiling, and analytical tools for tailored, non-discretionary planning and supports a broad advisor network with notable municipal and public-finance capabilities.

Jake Digregorio is a CFP®-designated financial advisor with LPL Financial, based in Castle Rock, CO, and has three years of industry experience. Prior to joining LPL Financial, he worked at Capital Analysts and Lincoln Investment. Outside of his advisory role, he is involved in insurance sales and education and serves as a managing partner at a financial services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through its national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

Jason Hubersberger is a financial advisor with Edward Jones in Castle Rock, CO, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Rand III is a CFP® and holds a Series 66 license with 20 years of industry experience. He has been with J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.