Chris Acuna is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and possessing 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., Colorado Realty Pros, and Colonial Life. Outside of advising, he owns Creative Concept Innovations LLC, a business unrelated to investing. 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 and financial planning services, utilizing model portfolios, research, and technologies such as machine learning.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and 17 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and related entities for over a decade. Smith is the owner of a holding company and has side business interests unrelated to his advisory services. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, institutional clients, and public entities. The firm offers tailored advisory services and specialized programs for small businesses, supported by a broad network of affiliated financial resources.

Christopher Nagle is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and JP Morgan Securities. Nagle is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Ellie Golterman is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with an Executive Planning Consultant to assist clients in utilizing their employer benefits and planning for various financial phases of life. She emphasizes building strong client relationships based on reliability, competency, and compassion, viewing financial security as a means to personal well-being. Her professional experience includes serving as a Benefits & Planning Consultant in Executive Services at Fidelity Investments since 2020, an Internal Wholesaler at Allspring Global Investments from 2023 to 2025, a Central Relationship Manager at Fidelity Investments from 2018 to 2020, a Client Relationship Specialist at Charles Schwab from 2017 to 2018, and a Relationship Specialist-Advisor Services at Charles Schwab from 2016 to 2017.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved in selling fixed insurance through his own business, Colorado Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party resources.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Vann Schield is a financial advisor with Raymond James Financial holding a Series 66 designation. He has been with the firm since 2025 and has prior experience at Carnes Wealth Management and as a student at Colorado State University. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored advisory solutions and specialized programs for small businesses, with a notable connection to municipal and public finance activities.

Laura Cusenbary is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and provides marketing consulting through Outside Edge Marketing Group. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Mascarenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, with earlier experience at Cellular Plus and as owner of Twenty Brew Taphouse. 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.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Jacob Falbo is a financial advisor at Charles Schwab with a Series 66 credential and four years of industry experience. His prior work includes roles at KPMG, LLC, Davita, and FOCUS Catholic. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment solutions supported by centralized supervisory, custody, and order-routing arrangements.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Joshua Miller is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he manages a home rental business in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Nathaniel Arnett is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he was with Cors & Bassett, LLC for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and employs systematic methodologies in managing diversified portfolios, including fund advisory and model portfolio delivery.

Jacob Jones is a financial advisor at LPL Financial based in Denver, CO, holding Series 63 and Series 66 registrations with one year of industry experience. Before joining LPL Financial, he held roles at Northwestern Mutual and The Connor Group. He is also involved as a fitness coach with VASA Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides various advisory and brokerage services supported by model portfolios, research, and technology solutions.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory work, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through multiple third-party asset managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Lucas Dorrough is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab for eight years before joining Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes an IPS-driven process tailored to plan objectives and risk tolerances, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Craig Zeller is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, 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 modeling techniques in its financial planning process.

Caroline Louis is a financial advisor at LPL Enterprise with six years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Caroline is based in Denver, CO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

John Liess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with J.P. Morgan Chase Bank, NA since 2016 and with J.P. Morgan Securities LLC since 2007. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.