Rex Thatcher is a CFP® with 28 years of industry experience, currently affiliated with LPL Financial since 2018. He previously worked at Guardian Life for 10 years and Greenmoor Investments, Inc. for six years. His other business activities include limited involvement in non-variable insurance. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a large network of advisors with a wide range of investment strategies.

Chandler Jenson is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He previously worked at Transamerica Financial Advisors and World Financial Group. Outside of advisory roles, he maintains business entities 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 institutions. The firm offers a range of advisory services including financial planning and access to model portfolios and third-party asset management, supported by tools such as machine learning for operational purposes.

Kate Roscoe is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. She has held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and previously worked at Linus and Security First Insurance Agency. She also attended the University of Colorado Boulder - Leeds School of Business. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Sarah Chadwick is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with two years of industry experience. She previously worked at Fidelity Investments and has experience in various roles outside finance, including positions at Fetch! Pet Care and Mercantile Dining & Provision. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Rachelle Beer is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. She has been with UBS since 2012 in Denver, CO. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Matthew Strelau is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Additionally, he provides financial advisory services to clients of Garrison Financial Group in Littleton, CO. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension and profit-sharing plans, corporations, and institutional entities. The firm provides non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through its advisory programs or other providers.

Benjamin Casner is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James Financial, Edward Jones, Morgan Stanley, and UBS. Casner serves as trustee on family trusts. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.

Aaron Haugland is a financial advisor with LPL Financial in Littleton, CO, holding the Series 66 designation and 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Personal Capital Advisors Corporation, and CUSO Financial Services, L.P. Outside of his advisory work, he is associated with Canvas Advisors, an investment-related business connected to his LPL activities. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jon Rager is a CFP®-designated financial advisor with Edward Jones, based in Highlands Ranch, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an adjunct instructor at Arapahoe Community College, teaching non-credit night courses on topics such as technology, business, and accounting. 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 variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Sara Hemmings is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Hemmings serves as a board member for A Woman's Place, a community organization in Greeley, Colorado. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering 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 both directly and through corporate financial planning agreements.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Brandon Fox is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. His prior roles include positions at Legg Mason Investor Services, Franklin Templeton Financial Services, and Franklin Templeton Distributors. Outside the financial industry, he has experience working at Pita Pit and attended Florida State University. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Eric Jensen is a CFP® and ChFC® with 30 years of experience, currently serving as a financial advisor at OSAIC in Littleton, CO. He has worked at OSAIC and its predecessor firms since 2005. Jensen is also the owner of Foxton Financial, Inc., where he provides insurance solutions to his clients. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, employing various asset-allocation tools and third-party managers to construct and manage portfolios.

Trevor McIntyre is an Investment Consultant at Fidelity Investments, where he currently assists clients in managing and protecting their wealth. He employs Fidelity's holistic and comprehensive planning approach to collaborate with clients in developing actionable plans to work towards their financial goals. Trevor joined Fidelity Investments in 2020 and has held various roles within the company, including Customer Relationship Advocate, Relationship Manager, Planning Consultant, before his current position as Investment Consultant in 2026. Through these roles, he has gained experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Brittany Urband is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2005. Outside of her advisory role, she serves on the investment committee of the Children's Hospital of Colorado Foundation. 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 combination of advisory and brokerage capabilities.

Nimrit Kaur is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at EquiQuant, Charles Schwab, and Charter Communications. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Scott Elwell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011. In his current role, he partners with high-net-worth and ultra-high-net-worth families to develop customized financial plans. Scott emphasizes a collaborative process to understand clients' unique financial goals and needs, aiming to create strategies that are straightforward and tailored to each individual. With more than 15 years of industry experience, Scott has held various positions at Fidelity Investments, progressing from Financial Representative to his current leadership role. He focuses on building lasting relationships with clients and delivering personalized financial advice. Outside of his professional work, Scott enjoys art, family activities, golf, hiking, skiing, and tennis.

Gregory Hall is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2023. His prior work includes roles in retail and nonprofit organizations, as well as time spent with Urban Mattress and Adventures In Missions. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.