Patrick Brannan is a CFP® with 16 years of experience in the financial industry. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Cetera Advisors LLC and New England Securities. Brannan is also involved in various outside activities related to non-variable insurance and manages several real estate rental entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

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.

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.

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.

Zachary Weaver is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also associated with Prairie Plains LLC as an outside business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and provides diverse financial products and services across retail and institutional markets.

Connor Makis is a financial advisor with LPL Financial in Littleton, Colorado. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Canvas Credit Union since 2017 and was employed by Domino's Pizza from 2015 to 2017. He also supports an advisor through Canvas Advisors in a sales assistant capacity and holds a notary commission in Colorado. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Noah Hinson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and TIAA. Outside of finance, he has experience in the waste management sector with 5280 Community Waste Solutions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dennis Clark is a financial advisor with Cambridge Investment Research Advisors in Littleton, Colorado. He holds the Series 63 and Series 65 credentials and has 42 years of industry experience. Clark has been with Cambridge Investment Research Advisors and its affiliated entity since 2011. He also serves as a board member for Preferred Partners, an office of supervisory jurisdiction. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and custody arrangements tailored to client objectives.

Veronica Alvarez is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2021. In this role, she focuses on coaching and developing associates while assisting executives in creating durable financial plans. Veronica emphasizes building lasting relationships with executives and utilizing a comprehensive wealth planning approach to deliver strategies that empower clients and enhance associates' skills. Prior to her current role, Veronica served as Associate Branch Leader at Morgan Stanley from 2017 to 2021. Her professional experience centers on leadership and executive financial services. Outside of her professional responsibilities, Veronica enjoys camping, family activities, outdoor adventures, and exploring food, as well as spending time with her pets.

Dakota Lewis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked within various divisions of JPMorgan Chase since 2018. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Mark Mcculloch Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has previously worked at Morgan Stanley and founded Evergreen Wealth Management, where he serves as CEO. In addition to his advisory role, he is an independent contractor with Prevender Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Constantine Leonida is a financial advisor with LPL Financial based in Lakewood, CO, holding a Series 63 designation and 40 years of industry experience. He has worked at multiple firms including Securities America and CTL Financial Group, where he spent over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Amy Knapp is a CFP®-credentialed financial advisor at Ameriprise with 31 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has business interests connected to an eyecare practice co-owned with her husband, who is an optometrist. Ameriprise is a large institutional firm offering a retirement-income planning service focused on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Matthew Forrest is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has eight years of industry experience, including prior roles at AE Wealth Management, Madison Avenue Securities, and Edward Jones. Forrest is also involved with Ltcpro LLC, a company focused on federal benefits. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice. The firm’s approach integrates investment research and algorithmic tools to support clients approaching or in retirement.

Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. J.P. Morgan Securities provides 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.

Donald Thuente is a CFP® with 13 years of experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. He has been with Cambridge since 2013. Outside of his advisory role, he is an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Gage Harmon is a financial advisor with OSAIC, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Iron Point Financial Advisors and Grateful Grass Solutions. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Christine Plentyhoops is a financial advisor with Primerica Advisors in Parker, Colorado, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Her other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Mark Trevenna is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with LPL Financial and its predecessor entities since 1995. Trevenna also operates Trevenna Enterprises LLC, an investment-related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisers, supported by advisory platforms and third-party asset managers.