Kristine Haley is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. Outside of her advisory work, she is an independent consultant for a single-level marketing company. Voya Financial Advisors, Inc. serves a diverse client base of individual and institutional investors, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships.

Ryan Papp is a financial advisor with Lincoln Investment based in Erie, CO, holding Series 63 and Series 65 designations with eight years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors and Northwestern Mutual Investment Services. Outside of advisory work, he provides tax preparation services as an independent contractor during tax season. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios, employing both strategic and tactical investment approaches with a combination of discretionary and non-discretionary programs.

Ryan Petry is a financial advisor at Key Investment Services LLC with 20 years of industry experience. His prior roles include positions at CORDA Investment Management, Zenith Investment Management, TD Ameritrade Investment Management, TD Ameritrade, and Scottrade. He holds the Series 66 and Series 63 designations. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client direction in model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Brian Engle is a financial advisor at SPC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America, Securities America, and New York Life Insurance Company. Engle serves as treasurer and board member for the Greater Brighton Fire Rescue District and holds several leadership roles in local community organizations, including the Greater Brighton Chamber of Commerce and the Richard Lambert Foundation. SPC serves individual clients, charitable organizations, corporations, and retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies alongside fiduciary advisory services.

Joshua Hayes is a CFP® with 27 years of industry experience and currently serves at Benjamin F. Edwards & Company, Inc., where he has worked since 2019. His prior roles include positions at Waddell & Reed Inc., various insurance carriers for W&R Insurance Agencies, and several investment services firms. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies, combining custody and execution services with active and passive portfolio management.

Cody Bartusiak is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and six years of industry experience. He previously worked at Ameriprise Financial Services and has held positions in both academia and capital markets. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Margaret McMahon is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her work history includes roles at IQVIA, Net Law Group Inc., and WealthWave, alongside her long tenure at Transamerica Financial Advisors since 2013. She is involved with Net Law Group Inc. in estate planning, offering clients additional options in that area. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Kadowaki is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the CFP®, ChFC®, and Series 65 credentials and has previously worked at Avantax Planning Partners, Facet Wealth, and several other firms. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides additional services such as tax planning, bookkeeping, and estate planning, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Stephanie Gudka is a CFP® professional with over 33 years of industry experience. She is currently with Osaic Institutions, Inc. and has previously worked at Bellco Credit Union, Cuso Financial Services, LP, and several other firms. She also serves as a notary public for credit union members. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments and lending solutions, operating under a distinctive hybrid adviser/broker-dealer structure.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

Brian Bertsch is a financial advisor with Wells Fargo Advisors in Erie, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu, including retirement, education, and business-owner transition planning, leveraging Wells Fargo research and tools to develop tailored recommendations.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Jason Bright is a financial advisor at Edelman Financial Engines with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group, Inc. for 24 years. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jason Price is a financial advisor with Wells Fargo Clearing in Arvada, Colorado, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo in various capacities since 2006. Outside of his advisory role, he is involved with the Rocky Mountain Angling Club, where he serves as a member services representative and organizes fishing trips. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Schuchard is a financial advisor at Thrivent Investment Management with 36 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. He holds the Series 66 designation and is based in Northglenn, Colorado. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Sean Laws is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked at Cetera and its affiliated entities since 2021, and prior to that spent seven years with VOYA Financial Advisors. Outside of advisory work, he is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of over 10,000 independent advisors. The firm serves individual, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management, financial planning, and retirement services across various program structures.

Kim Winn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015, working out of Westminster, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Jill Bischoff is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014 across multiple periods. Outside of her advisory role, she owns a jewelry-making business in Broomfield, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Carlos Marquez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory work, she serves on multiple governance boards for community health organizations in Thornton and the Mountainland pediatric practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.