Michaela Molvie is a financial advisor at Raymond James Financial with Series 66 credentials and experience spanning multiple roles since 2014, including positions at Bank of the West and Garrison Financial Group. She has also worked in academic settings at Regis University. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to tailor non-discretionary advice aimed at meeting client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregg Hartmann is a financial advisor at Cetera with 34 years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Foresters Financial Services and Foresters Advisory Services, as well as involvement in Bear Creek Instrumental Music and a homeowners association. He is the owner of Summit Investment Advisors, LLC and serves as secretary for the Hodgson Ditch Operating Association. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Lydia Harvey is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2022 and previously spent six years with Raymond James and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customized portfolio management and financial planning services.

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®-credentialed financial advisor with 39 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years at UBS Financial Services. Grant serves as a trustee for her sister’s investment-related trust in Lakewood, CO. 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 investment process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.

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, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

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, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a director for Hidden Point Metropolitan District in Greenwood Village, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to choose how to implement recommendations through 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.