Morgan Ureel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan entities in the U.S. and Switzerland since 2016, including JPMorgan Suisse SA and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Peter Mangold is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in rental property management as a sole proprietor and owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary financial modeling tools.

Jayna Palella is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Legends and Envisage Wealth, alongside her time at Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.

Andrew Kloppenburg is a financial advisor with Edward Jones in Denver, CO. He holds a Series 66 designation and has eight years of industry experience, having previously worked at Rosemann & Associates and The University of Kansas. 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 programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Paul Sussman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Raymond James Financial Services Advisor, Inc. and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer for the Timber Fox Condo Association in Winter Park, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Dillon Tanchinh is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, First National Bank, JP Morgan Chase, and Nordstrom. Charles Schwab & Co., Inc. 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, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Sarad Tomlinson is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Emma Comiskey is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience beginning in 2021. Prior to joining Edelman Financial Engines, she worked at Northwestern Mutual and Umpqua Bank. She also spent five years at Oregon State University and four years at Montgomery High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on 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.

Brett Bengtson is a financial advisor with Ameriprise in Arvada, Colorado, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His career includes roles at LPL Financial, Investment Centers of America, and Jackson National Life Distributors. He owns and operates an LLC established to manage his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.

Jeffrey Miller is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marcey Hess is a financial advisor with UBS Financial Services in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Outside of advising, she has involvement with Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Lucas Amell is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with firms including Securities America and Packerland Brokerage Services. Outside of his advisory role, Amell serves on the board of the Friends of Wehr nature center, focusing on environmental education, and is a board member of the Hales Corners Chamber of Commerce. He also provides college funding coaching through educational seminars and financial consultations. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client relationships around comprehensive, collaborative annual planning engagements.

Jason Klocke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMORGAN Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC 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 large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.