Eric Schranck is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior experience includes roles at Integrity Funds Distributor, LLC and Oppenheimerfunds Distributor, Inc. He is also a board member and treasurer for Urban Servant Corp in Denver, CO. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branches.

Jacob Rather is a financial advisor at Fidelity with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 2007. Outside of his advisory role, he owns and manages investment properties. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Justin Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in law enforcement and transportation roles, including positions with the Douglas County Sheriff's Office and the Regional Transportation District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Benjamin Mossman is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His previous roles include positions at Hand Securities Inc, Bpas Inc, Waddell & Reed, Inc, and Business to Business Leads Group. 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 services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Scott Rivoira is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 24 years of industry experience. His prior roles include positions at FIT Asset Management and Curian Capital. Outside of his advisory work, he serves as a USA Hockey referee. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a wide range of program options.

Daniel Jensen is a financial advisor with Charles Schwab in Parker, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Charles Schwab since 2010 and Charles Schwab Bank since 2012. Outside of his advisory role, he is an investor in a merchandise resale business and also manages rental properties. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Jennifer Powers is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and five years of industry experience. She has worked with Thrivent Financial since 2020 and has prior experience at Newfield Exploration from 2010 to 2019. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based analyses covering a broad range of planning topics, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Dakota Bramhall is a financial advisor at Ameriprise with seven years of industry experience and holds a Series 66 designation. Prior to joining Ameriprise in 2021, he worked at Edward Jones from 2019 to 2021 and held positions at Baroda Holm and ProActive Advisors. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven modeling and tax-efficiency strategies through a centralized consulting team that collaborates with individual advisors.

Hayley Suchan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and 25 years of industry experience. Her prior work includes 15 years at LPL Financial, LLC and a year at Wells Fargo Investments, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a range of platform and custody arrangements.

Michael Murphy is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Fidelity entities since 2013. His work history includes roles at Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC. Fidelity’s Strategic Advisers LLC 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 manage model portfolios across multiple asset types.

Aaron Kennedy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 17 years and at OSAIC for one year. Kennedy is also involved with True North Personal Wealth Management, an insurance agency and business entity related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Donna Merrell Albritton is a financial advisor with Ameriprise in Parker, CO, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted recommendations primarily for assets held in Ameriprise Managed Accounts.

Maggie Gomez is a financial advisor with Charles Schwab in Parker, CO, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Charles Schwab since 2007. Outside of her advisory role, she manages a rental property in Englewood, CO. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, supported by a large integrated operational platform.

Brandon Crider is a financial advisor at UBS Financial Services with five years of industry experience. He holds the Series 66 designation and has worked at firms including TIAA and Truliant Federal Credit Union. Outside of his advisory role, he works part-time on the safety and security team at Target. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services delivered by a large network of advisors using proprietary research and model-based asset allocations.

James Mooreland II is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked for Woodbury Financial Services for 16 years. He is the owner of The Emotional Investor, through which he provides educational seminars and materials on behavioral economics and the impact of psychology on investment decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and supports various managed-account solutions, integrating multiple platforms and commercial arrangements.

Paul Jarvis is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Simon Davis. In addition to advising, he operates Affordable Tax Prep & Planning Inc., a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services across various program platforms, utilizing both affiliated and third-party managers.

Samuel Jones is a Planning Consultant at Fidelity Investments, where he focuses on developing tailored financial plans that address the evolving goals, needs, and life events of clients and their families. He emphasizes communication, trust-building, and education to help clients make informed financial decisions. Samuel's experience at Fidelity Investments includes roles as a Financial Representative and Relationship Manager prior to his current position, providing him with a comprehensive understanding of client financial management and relationship development. Outside of his professional work, Samuel has interests in cars, fitness, food, social events with friends, golf, and swimming.

Edson Gallardo Vazquez is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Westerra Credit Union before joining Fidelity Brokerage Services LLC. Strategic Advisers LLC, a Fidelity Investments company, offers 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing mutual funds, ETFs, and ETPs to implement systematic, long-term asset allocation strategies.