Connie Williams is a Series 66 licensed financial advisor with Edward Jones, based in Highlands Ranch, Colorado, and has three years of industry experience. She previously worked at Taste Of The Rockies and spent ten years with Poobah, where she also offers occasional weekend aerial silk classes as part of a side business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Lucas Benjamin is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various construction and mechanical companies as well as a position at Colorado State University. Outside of his advisory role, he owns a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Marianne Frega is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and with 3 years of industry experience. She has been with Merrill since 2015. Outside of her advisory role, she owns a sole proprietorship that sells household items online. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Adam Wise is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Robert Weaver is a Vice President Financial Consultant at Fidelity Investments, where he currently assists clients with their financial planning needs. His role involves supporting clients and their families by helping them understand their financial options and aligning strategies with their specific goals. Robert has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of investment and retirement solutions. Outside of his professional responsibilities, Robert's personal interests include family activities, golf, outdoor adventures, parenthood, skiing, and traveling.

Sean Fischer is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at US Bancorp Investments Inc and BOK Financial Securities Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and a centralized due diligence process to support customized investment strategies.

Kevin McGraw is a ChFC®-designated financial advisor at LPL Enterprise with four years of industry experience. Prior to his current role, he held positions at Charles Schwab and Optimal Home Care. Outside of finance, he is involved in artistic and musical endeavors through his business, Photos by McGraw. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to a range of brokerage and insurance products through an integrated platform.

Holly Pronze is Vice President, Wealth Planner at Fidelity Investments, where she partners with High Net Worth families to develop and implement personalized retirement plans. She focuses on working collaboratively through detailed planning conversations and professional tools to help clients work toward their future goals and dreams. Her career at Fidelity Investments spans over two decades, beginning as a Relationship Manager in 2000 and progressing through roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Financial Consultant before assuming her current position in 2018. This extensive experience has provided her with a deep understanding of wealth planning and financial consulting. Outside of her professional role, Holly enjoys activities such as spending time at the beach, family activities, golf, lake outings, running, and skiing.

Evan Ankenbruck is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Sarah Alarcon is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates and several educational institutions. Outside of her advisory role, she is involved with LAEF, a nonprofit organization in Denver, and operates a pet sitting service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using various portfolio management and model-based solutions tailored to client objectives.

Jack Derby III is a CFP® and CFA® with 28 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has worked there since 2008. He also serves as an independent insurance agent and president of Derby Financial Group, a role he has held since 1995. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Jace Montera is a financial advisor with Edward Jones in Lakewood, CO. He holds the Series 66 designation and has two years of industry experience, including prior roles at AllHealth Network and SP Plus Corporation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branches, operating under a fiduciary standard.

Edward Lee is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He also has involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Pape is an Executive Planning Consultant at Fidelity Investments, specializing in assisting clients with their employer benefits and personal accounts through comprehensive financial planning. He has been with Fidelity Investments since 2016, progressing through various roles including Benefits Planning Consultant, Relationship Manager in Portfolio Advisory Services, Central Relationship Manager, Investment Solutions Representative, and Financial Representative. Kyle holds a California Insurance License which supports his work in providing financial advice and planning. His approach focuses on building strong client relationships based on reliability, competency, and compassion, emphasizing the importance of financial security as a component of personal wellbeing. Outside of his professional role, Kyle enjoys activities such as board games, cooking and baking, fitness, movies, visiting museums, and traveling.

Michael Crespin is a financial advisor at Fidelity with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Fidelity, he worked at Jackson National Life Distributors LLC and National Planning Holdings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its role as a commodity pool operator, advisor to multiple registered investment companies, and use of AI and systematic methodologies in portfolio management.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.