Barbara Grant is a CFP®-credentialed financial advisor with 39 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years at UBS Financial Services. Grant serves as a trustee for her sister’s investment-related trust in Lakewood, CO. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Reilly Cahal is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity, he worked at Steinkeller's and has an educational background from Miami University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios from mutual funds, ETFs, and ETPs.

Samuel Powers III is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2020, following a six-year tenure at Fifth Third Securities. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans using firm research and planning tools and supports both discretionary and non-discretionary advisory relationships.

Melissa Mc Voy is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions with Five Peaks Capital Group, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Co. She has also worked in education with the Douglas County School District. Outside of her advisory work, she is involved as a W2 employee and independent insurance agent at Lotus Financial Partners and Canyonero Services, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through an extensive network of independent professionals and provides a range of investment implementation options tailored to client objectives.

Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo and J.P. Morgan Chase and Securities, with roles spanning from 2014 to the present. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

Jeffrey Donahue is a Series 66-licensed financial advisor with LPL Financial, based in Golden, Colorado, and has 18 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating two DBAs, Integrated Financial Group and Donaco Financial Services, both located in Golden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Kasha Mc Collough is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individuals, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Amy Duncan is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She previously worked at Woodbury Financial for 21 years before joining OSAIC in 2024. Duncan also operates under the Alpine Planning Group DBA in Littleton, CO, where she provides financial planning and advisory services to clients. OSAIC 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 access to third-party managers to construct and manage portfolios across multiple investment types.

Will Marston is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding a Series 66 designation and two years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Crown Castle Inc., as well as academic experience at the University of Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of asset-based fee investment strategies.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., BBVA Wealth Solutions Inc., and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eric Schulze is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and with 29 years of experience in the industry. He has been affiliated with RBC Capital Markets since 2011 and City National Bank since 2018. Outside of his advisory work, he is an owner of a real estate LLC and serves as a committee member for the National Kidney Foundation's golf committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs that utilize both in-house and third-party investment managers.

Maricela Luevanos is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of her advisory role, she co-owns a women's clothing boutique in Gypsum, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Morton is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 certifications and seven years of industry experience. He previously worked at The Vanguard Group from 2018 to the present and has engaged in various roles including a sole proprietorship providing odd jobs through the TaskRabbit platform on weekends. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based strategies to tailor client plans.

Jeffrey Huff is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a director for Hidden Point Metropolitan District in Greenwood Village, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Robert Wright is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its affiliates since 2013. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

James Lauer is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach 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 menus.

Austin Whitcher is a financial advisor with LPL Financial based in Denver, CO. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Hearing Care Solutions and has employment experience in various non-financial roles. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.