Timothy Gomez is a financial advisor at LPL Financial with 11 years of industry experience and holds a Series 66 credential. He has worked at LPL Financial since 2021 and also operates Timothy P Gomez, LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services supported by various research and technological tools.

Kimberly Kennedy is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Alliant Credit Union since 2017, concurrently with her role at LPL Financial. Prior to that, she spent five years each at Presidential Brokerage, Inc. and Valic Financial Advisors. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Valter Martinez is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at E*Trade Securities, Capital 360, and involvement in the restaurant and brewing industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and risk modeling techniques.

Sarah Bellora is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and one year of industry experience. Prior to her current role, she worked in various educational positions and has been involved with animal rescue and dog training organizations. Outside of financial advising, she operates Happy Tales Dog Training. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its integrated Schwab Wealth Advisory wrap fee program. The firm provides both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and centralized operational structure.

Charles Wham is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Talkot Capital LLC and Rocky Mountain Industrials Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Barry is a financial advisor with LPL Financial in Highlands Ranch, Colorado. He holds Series 63, 65, and 66 licenses and has 23 years of industry experience, including prior roles at Investment Centers of America and Bancwest Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Caroline Baumgart is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at Merrill from 2022 to 2025. Baumgart serves as a board member and Public Relations Co-Chair for the Women's Estate Planning Council in Denver. 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 a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Carrie Steinert is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Steinert Financial Group, Pruco Securities, LLC, and BOK Financial Securities, Inc. Outside of her advisory role, she is jointly involved in a real estate rental business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment strategies and offers access to third-party asset managers and insurance products through affiliated entities.

Sean Radnoti is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His background includes over 19 years of service in the US Marine Corps. He has been associated with various entities under the Raymond James umbrella since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools and supports municipal and public-finance services through a unique affiliation with a municipal advisor.

Tucker Erdmann is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Furman University and Crowne Plaza Edinburgh. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision authority.

Jennifer Rolf is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kelly Meyers is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She previously worked at LPL Financial, Firestone Financial Group, and Fusion Financial Group. Between 2011 and 2021, she took a hiatus from her career to raise her three children. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Charley Heard is a financial advisor with Cetera, holding a Series 63 designation and 30 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades before joining Cetera in 2025. Outside of advising, he is involved in tax preparation and accounting through Heard Financial Solutions and serves as an administrative assistant for his local homeowners association. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies and program structures.

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Daniel Marks is a financial advisor with Morgan Stanley in Englewood, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Daniel has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and a structured discovery process supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 through a large national network of financial advisors.

Levi Kautz is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Kurt Bethke. Outside of his advisory work, he serves as an assistant basketball coach for the Byers High School boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Patrick O'Connell is a financial advisor with LPL Financial and holds Series 66, Series 63, and Series 65 licenses. He has 12 years of industry experience, including roles at U.S. Bancorp Investments and U.S. Bank. O'Connell currently serves as a Senior Premier Relationship Manager at BMO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, third-party asset management, and institutional platforms to individuals, retirement plans, banks, trust companies, and other institutions. The firm supports its network of over 22,000 advisors with research, operational tools, and a broad range of advisory and non-advisory financial services.