Trinity Clancy is a financial advisor at LPL Financial in Denver, CO, holding a Series 65 designation with 10 years of industry experience. Clancy has worked at several firms, including Transamerica Financial Advisors and World Financial Group, and is involved with Infinity Insurance Strategies, an insurance agency based in Denver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining advisory services alongside broader financial activities.

Remington Rabins is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. Rabins serves as a board member for Ronald McDonald House Charities Denver, which provides free housing to families with seriously ill children receiving care in the area. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm combines these with an ESG eligibility framework and provides non-discretionary advice through a select group of Wealth Advisors.

Andrew Mouw is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Baker Tilly and involvement with various organizations such as Momentum Volleyball Club and Grand Canyon University Beach Volleyball. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Donald Jaramillo is a ChFC®-designated financial advisor with 24 years of industry experience, currently with Edward Jones since 2022. His prior experience includes a four-year tenure at COUNTRY Capital Management Company. Outside of his advisory role, he owns a family business LLC related to a property in Golden, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Westley Wilson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021. Prior to that, he was employed at BNY Mellon from 2017 to 2021. J.P. Morgan Securities LLC 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 to guide its recommendations.

Bailey Conley is a Series 66-credentialed financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2019, Bailey held positions at Randstad, UC San Diego, and Solatube International. 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 through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary strategies.

Hector Santamaria II is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Excellos, and Fate Therapeutics, among others. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, with investment strategies supported by the firm’s Global Investment Committee.

Rick Berry is a financial advisor with Morgan Stanley in Denver, CO, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, Berry is involved with Kroenke Sports and Entertainment, endorsing the Game of Hockey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment programs alongside brokerage and principal trading activities.

Andrea Ervin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008, with a brief period of unemployment in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through various investment managers and strategies.

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 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.

Lawrence Nazarenus is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at firms including TD Ameritrade, Edward Jones, Charles Schwab, and Cuso Financial Services. He is also a partner at Colorado Credit Union. 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 services including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advanced research tools.

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 at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including U.S. Bancorp Investments, Fidelity Investments, and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with 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 and analytics from Wells Fargo Investment Institute.

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 at Raymond James Financial with over 40 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at GPS Wealth Strategies Group and LPL Financial. Outside of his advisory work, he is an artist who sells his own artwork. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm uses a non-discretionary, goals-based approach supported by analytical tools and offers a range of advisory programs including specialized services for municipal and retirement plan clients.

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.