Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nozomi Kido is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Kido served in the United States Navy from 2020 to 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and industry research to support its financial planning process.

Mark Trevenna is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has been with LPL Financial and its predecessor firms since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Lawrence Nazarenus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with LPL Financial since 2025 and concurrently serves as a partner at Colorado Credit Union since 2012. 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 provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options.

Chad Adams is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving clients at UBS Financial Services in Denver, Colorado. He has been with UBS since 2005. Outside of his advisory role, he is involved in a small car-sharing business operated with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions tailored to client goals.

Patrick O'Connell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at 1703 Holdings and DICKS Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

John Pierce is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Fidelity Investments, CETERA Advisor Networks, Summit Financial Group, Western Wealth Management, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Christopher Dietz is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Dietz serves on the Finance and Investment Committee for All Soul Parish, a religious organization in Englewood, Colorado. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Joel Andrews is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at LPL Financial and GPS Wealth Strategies Group, LLC. Outside of his advisory work, he sells his own artwork. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Timothy Scaturro is a CFP® with 30 years of industry experience, currently serving as an advisor at Cetera since 2023. He has held positions at Altitude Investment Management, LLC and VOYA Financial Advisors, and has operated Premier Financial Benefits LLC since 1999. Outside of financial advising, he is also an independent insurance agent and a licensed real estate broker. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Scott Andress is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017, following eight years at Bank of America, NA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Shepherd is a financial advisor with Fisher Investments who holds a Series 65 credential and has 19 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Seth Mitchell is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in producing instructional videos for performers through Colline Productions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Gregory Bickle is a financial advisor with Thrivent Investment Management in Denver, Colorado. He holds the Series 66 designation and has 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. He serves on the Board of Directors of the Lutheran Family Services Rocky Mountain Foundation, which manages charitable funds for the organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning and a managed-account program under a consolidated billing option while maintaining separate planning and investment services.

Trevor Booth is a Benefits & Planning Consultant specializing in Executive Services. In his role, he partners with executives to help them understand their employer benefits and utilize those benefits effectively within their financial plans. He emphasizes a planning-first approach focused on clarity and aligning financial strategies with individual goals. Trevor's professional experience includes multiple roles at Fidelity Investments, where he progressed from Customer Relationship Advocate to Investment Solutions Representative II in Fixed Income. Prior to his tenure at Fidelity, he worked as a Life Insurance and Annuities Representative at Primerica. Outside of his professional work, Trevor has interests in fitness, social events, playing musical instruments, music, pets, and skiing.

Sean Von Manowski is a CFP®-designated financial advisor with Edward Jones, based in Englewood, CO, and has 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he manages a vacation rental business in Lahina, HI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and affiliated services. The firm is notable for its extensive network of financial advisors, significant assets under management, and a variety of investment strategies including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Daysi Galo Mc Innis is a financial advisor at RBC Capital Markets with 3 years of industry experience. She holds a Series 66 designation and has previously worked at Gulftech International and Zoma Holdings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs, combining in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Sarah Gunderson is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to build financial plans aimed at helping them navigate the complexities of retirement. Her work is supported by the trusted Fidelity brand, advanced technology, and a cost-efficient investment platform, allowing for close collaboration with her team. Sarah brings experience from her previous positions including Senior Intermediary Sales Associate at T Rowe Price from 2019 to 2022, Internal Client Advisor at JP Morgan from 2018 to 2019, and Business Development Consultant at Jackson National from 2014 to 2018. This background contributes to her expertise in financial consulting and client advisory services. Outside of her professional work, Sarah's personal interests include cooking and baking, movies, museums, music, caring for pets, and volunteering.

Anthony Satriano is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Alexander Cherubin is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients with a broad range of financial planning and investment services. The firm offers tailored recommendations supported by proprietary research and planning tools, providing specialized planning services for clients who meet certain net-worth thresholds.