Gregory Giuffra is a CFP® with 15 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Denver, CO. His prior roles include positions at US Bank and Highwater Wealth Management. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Kimberly Morse is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. She is based in Denver, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Richard Rodak is a financial advisor at LPL Financial with over 43 years of industry experience. He holds the Series 63 designation and has previously worked at Sigma Financial Corporation and Stifel Nicolaus & Co Inc. Outside of his advisory role, he is the owner of Rodak Rentals LLC, a real estate rental business. 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 investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Michael Guyerson is a CFP®-credentialed financial advisor with LPL Financial who has 31 years of industry experience, including 27 years with LPL. He also operates a legal services business through Michael J. Guyerson, LLC, providing legal work for non-LPL clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing research model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Jared Dakovich is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and five years of industry experience. His background includes roles in legal and entrepreneurial settings, such as working with Judge Eric Johnson in the 2nd Judicial District and participation in a law and entrepreneurship clinic. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Barbara Grant is a CFP® professional with 40 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years with UBS Financial Services. She serves as a trustee for her sister's trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Reilly Cahal is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to that, he was employed at Steinkeller's and has experience outside finance including roles at Miami University and Masseys Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Samuel Powers III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Fifth Third Securities from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory services.

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.

Jeffrey Donahue is a financial advisor with LPL Financial in Golden, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2008 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Brent Reimers is a financial advisor with Wells Fargo Clearing based in Lakewood, CO, holding a Series 63 designation and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm manages approximately $671 billion in assets and offers a range of investment advisory, financial planning, and retirement plan consulting services.

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.

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 in Lakewood, CO, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley and its related entities for 13 years before joining Wells Fargo Advisors in 2012. Outside of his advisory role, he serves as a director for the Hidden Point Metropolitan District in Greenwood Village, CO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo research and planning tools, with clients having the option to implement those recommendations through various 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.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.

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.

Christine Thompson is a financial advisor with Wells Fargo Clearing based in Lakewood, CO. She holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 10 years with Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.