Richard Parker is a financial advisor at Morgan Stanley with 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously employed at Citigroup Global Markets starting in 1993. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory services.

Bianca Bickley is the Vice President, Wealth Planner at Fidelity Investments, a position she has held since 2022. In this role, she assists high net worth clients in developing customized investment strategies and financial plans tailored to their individual needs. Prior to joining Fidelity Investments, Bianca held several roles at Charles Schwab & Co., including Vice President - Financial Consultant from 2017 to 2022, Associate Financial Consultant from 2016 to 2017, and High Net Worth Representative from 2013 to 2016. Her experience spans various aspects of financial consulting and wealth management. Outside of her professional career, Bianca enjoys biking, hiking, playing musical instruments, outdoor adventures, skiing, and parenthood.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. 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 advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

John Carnes Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including over a decade with Raymond James. Outside of advising, he owns a small residential rental property used to support his college-aged son. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced risk profiling and modeling tools, supporting implementation through various advisory programs.

Arlette Gurrola Morales is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2017. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Colten Hill is a Planning Consultant at Fidelity Investments, where he has been advancing his career since 2021. He has held several roles within the firm, including Investment Solutions Representative III, II, and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. In his current role, Colten partners with clients and their families to work towards their financial goals and visions, maintaining a focus on their concerns through goal-based financial planning. Colten holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional responsibilities, he enjoys boating, football, golf, spending time at the lake, outdoor adventures, and snowboarding.

Kurt Cambier is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2008. Cambier serves as a board trustee for the Virginia Cambier Children’s Foundation and is involved in independent insurance activities. Cambridge Investment Research Advisors is an 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 Financial Professionals using a range of platform solutions and proprietary as well as third-party model strategies.

Amy Diehl is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, she spent 11 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. She also has experience with Vlm Properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Dallas Grabow is a CFP® professional at LPL Financial with 29 years of industry experience. He has worked at LPL Financial since 2006 and has been affiliated with the Credit Union of Colorado for 17 years. Outside of his advisory role, he is involved with Insurance Advisors Agency, Inc., an insurance agency based in Grand Junction, CO. 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, and institutional platforms, with investment strategies implemented by a large network of investment adviser representatives.

Robert Cox is a Financial Consultant currently working at Fidelity Investments since 2025. He has a background in financial advising and investment consulting within the financial services industry. Prior to his current role, Robert served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Senior Financial Advisor at Vanguard from 2021 to 2024. He also worked as an Investment Operations Specialist at Ronald Blue Trust between 2018 and 2021. Robert employs a collaborative and educational approach to partner with individuals and families in defining and constructing financial plans tailored to important life moments. His experience spans various roles that contribute to his expertise in financial planning and investment management. Outside of his professional career, Robert has personal interests that include baseball, comedy, golf, movies, pets, and reading.

Turner Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hantz Group and has diverse experience including roles at Stonewater Country Club and Fifth Wheel Freight. 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 through a team of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Caitlyn Cox is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023 and previously at Northwestern Mutual Investment Services. Outside of finance, she has experience working at the Good Shepherd School and the Faulkner Tennis Center. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Tyler Freeman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. He holds a Series 66 designation and has engaged in entrepreneurial ventures including operating Tyler Freeman LLC. His community involvement includes participation in organizations such as Golden Orator Toastmasters and Golden Rotary-Satellite. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of services including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a large network of advisors.

Johnny Fenley is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, following roles at Blue Room Investment Advisors and Segall Bryant & Hamill. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and operates on a non-discretionary basis.

Gary Keyfauver is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to his current role, he was associated with High Country Financial Advisors, Inc. and has operated his own advisory and support company, Sage Financial Strategies. Outside of his advisory work, he serves as Treasurer and Board Member of Canine Partners of Colorado, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized offerings in municipal and public finance, as well as customized employer advisory services.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Kelley Carey is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at Allegiant Travel Company for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Nate Gelbach is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals, needs, and life events. In his role, he utilizes Fidelity's tools and resources to address clients' evolving financial requirements, emphasizing trust, communication, and education to help clients make informed financial decisions. Nate has been with Fidelity Investments since 2020, advancing through several roles including Procurement Intern, Portfolio Accounting Analyst Intern, Financial Representative, and currently Planning Consultant. This progression reflects his growing expertise in financial planning and client service within the firm. Outside of his professional responsibilities, Nate enjoys attending concerts and participating in outdoor activities such as golf, snowboarding, surfing, and swimming.

Don Davis Jr. is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured tools and analytics, managing approximately $2.74 trillion in client assets.

Brendan Payne is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Delaware Life Insurance Company and Jackson National Life Distributors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.