Jesse Ellison is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC since 2018, following prior roles at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Alex Gallardo is currently a Financial Consultant I at Fidelity Investments, a role he has held since 2026. Prior to this, he served in various capacities within Fidelity Investments, including Planning Consultant, Investment Solutions Representative I, and Financial Representative between 2022 and 2026. Before joining Fidelity, he worked as a Universal Banker II at Bank of the West from 2015 to 2018. These roles have contributed to his experience in financial planning and investment solutions. Alex works with clients to understand their financial needs and goals in order to co-create and customize financial plans that align with their personal circumstances. He emphasizes building lasting relationships and adapting to clients' evolving needs throughout their financial journeys. Outside of his professional responsibilities, Alex has personal interests in baseball, football, hiking, pets, and tennis.

Melvina Carrick is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In her role, she provides financial guidance to clients with an emphasis on understanding their comprehensive financial situations to develop strategies that align with their personal values and long-term objectives. Her approach involves crafting tailored financial plans to help clients navigate life transitions and pursue their goals through a personalized wealth management framework. Melvina’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income and individual and corporate investment strategy. She holds a Bachelor’s degree from the California State University System and maintains the Professional Investment Advisor (PIA) designation. In addition to her professional responsibilities, Melvina engages with community organizations such as the American Heart Association, Leukemia & Lymphoma Society, and St. Cecilia Church.

James Muff is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at LPL Financial and CUNA Brokerage Services, Inc., as well as CUNA Mutual Group. Outside of his advisory role, he owns a motorcycle coaching business and has a minority interest in a guided motorcycle tours 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 and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Dana Brown is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 63 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing since 2017 and has over a decade of experience with Wells Fargo Bank, NA. Wells Fargo Advisors is a national securities firm that provides 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 with a network of over 14,000 financial advisors and offers both brokerage and advisory solutions.

Wendy Halingstad is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Cambier Investment Group, Meridian Wealth Management, Western Wealth Management, LPL Financial, and Icon Distributors. Outside of financial advising, she is a member of a family-operated home repair business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies adapted to client goals.

Morgan Ureel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan entities in the U.S. and Switzerland since 2016, including JPMorgan Suisse SA and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Peter Mangold is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in rental property management as a sole proprietor and owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary financial modeling tools.

Jayna Palella is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and three years of industry experience. Her prior work experience includes roles at Legends and Envisage Wealth, as well as time spent at Ohio State University. Jayna is based in Denver, Colorado. 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 centralized due diligence and applying an ESG eligibility framework in its recommendations.

Andrew Kloppenburg is a financial advisor with Edward Jones in Denver, CO. He holds a Series 66 designation and has eight years of industry experience, having previously worked at Rosemann & Associates and The University of Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer of the Timber Fox Condo Association in Winter Park, CO. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with options including discretionary Plan Level Investment Selection 3(38) services and a broad range of financial products beyond typical institutional offerings.

Sarad Tomlinson is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Jeffrey Miller is a Series 66-credentialed financial advisor with Merrill in Denver, Colorado, where he has worked since 2009. He has 17 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies implemented by Managed Account Advisors LLC and Merrill’s Chief Investment Office within Bank of America’s broader platform.

Lucas Amell is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with firms including Securities America and Packerland Brokerage Services. Outside of his advisory role, Amell serves on the board of the Friends of Wehr nature center, focusing on environmental education, and is a board member of the Hales Corners Chamber of Commerce. He also provides college funding coaching through educational seminars and financial consultations. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, structuring client relationships around comprehensive, collaborative annual planning engagements.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Nash is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Eric Hotchkiss is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Golden, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Michael Mc Clintic is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is an owner of Pearl Park LLC, a partnership involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Austin Mcstraw is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LionBridge, Low VA Rates, Mountain America Credit Union, and Domino's Pizza. Outside of his advisory work, he owns Merry & Bright Lighting Co LLC, a business that installs Christmas lights for residential homes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, including model portfolios, discretionary management, and various wealth management solutions.

Patrick Mckim is a CFP® with 34 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2014 and also operates Prospera Wealth Management Solutions LLC. Outside of his advisory role, he is the owner of a financial services firm used for tax reporting purposes and holds a license to sell life and long-term care insurance. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.