Sal Melaragno is Vice President and Financial Consultant at Fidelity Investments. He partners with clients to help them make educated financial decisions and pursue their long-term goals. Since joining Fidelity Investments in 2014, Sal has held various roles including Investment Solutions Representative, Financial Representative, Relationship Manager, Investment Consultant, and Vice President Financial Consultant. Sal holds a California Insurance License. His professional experience spans multiple aspects of financial advising, enabling him to provide comprehensive support to his clients. Outside of his professional career, Sal enjoys a variety of personal interests including hiking, skiing, traveling, reading, music, and exploring food.

Jan Long is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 credential and 19 years of industry experience. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors from 2009 to 2021. 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 services including financial planning, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. 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 an ESG eligibility framework when recommending strategies.

Joshua Jesudass is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America (Merrill Lynch). Outside of advising, he is associated with JRJ Enterprises, a family property and rental company, although he has no active responsibilities there. 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 an ESG eligibility framework.

Aaron Bongard is a financial advisor at Edward Jones in Boulder, CO, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a commercial condo rental business in Boulder. 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 solutions supported by a large network of financial advisors and branch offices across the country.

Christopher Deshano is a CFP® professional with 28 years of experience in the financial industry. He is currently affiliated with LPL Financial and has held positions at Cambridge Investment Research Advisors and Capital Investment Management prior to that. Outside of his advisory role, he is the owner of DeShano Care Centers LLC. 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 third-party asset management, utilizing a broad platform that supports both discretionary and non-discretionary strategies.

Erica Kohlwaies is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for U.S. Bank and U.S. Bancorp Investments, Inc. for 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a wide range of portfolio management styles and affiliated research.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Sherri Pfeiffer is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2004, with a brief period at BofA Securities in 2019. Outside of her advisory role, she co-owns an LLC that holds mineral assets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Timothy Jensen is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at FSC and Wells Fargo Clearing. Outside of his advisory work, he owns Tim's Tennis Time LLC, where he provides tennis instruction and coaching. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage and advisory services and employs various portfolio construction tools, supporting both discretionary and non-discretionary account management.

Tycjana Konopka is a financial advisor at Robert Baird & Co. in Denver, CO. She holds the Series 66 designation and has worked in the financial services industry since 2020, including prior roles at Morgan Stanley and Goldman Sachs. Robert Baird & Co.’s Private Wealth Management department serves individuals, corporate clients, pensions, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm uses a combination of manager-traded and model-traded strategies with ongoing manager selection and internal research support.

Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

Amy King is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial. She has worked at firms including Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory role, she is involved with W.o.W Women of Wealth 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 services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research and technology tools while managing over $819 billion in discretionary assets.

Kate Bentson is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., and Gart Properties. J.P. Morgan Securities 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.

Joseph Bocci III is a CFP®-designated financial advisor with Raymond James Financial in Erie, Colorado, and has 19 years of industry experience. He has been with Raymond James since 2016 and also operates his own financial planning practice, Joey Bocci Financial Planning, LLC. Outside of advising, he serves on the Remuda Ranch Metropolitan District Board of Directors and is involved in an agricultural enterprise, BIKMA Performance Horses, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports clients through varied advisory programs.

Allen Cunningham is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2026. He specializes in assisting clients with understanding and utilizing their workplace benefits, integrating these into personalized financial plans. His approach involves discussing clients' priorities, evaluating their financial situations, and identifying opportunities to meet their goals through education, planning, and ongoing guidance. Prior to his current position, Allen gained experience at Fidelity Investments in various roles including Investment Solutions Representative III, II, and I from 2022 to 2026, as well as serving as a High Net Worth Representative and Customer Relationship Advocate. He began his career in the financial industry as a Teller at Bank of The West between 2020 and 2021. Allen holds an AR Insurance License. Outside of his professional responsibilities, Allen enjoys boating, attending concerts, football, golf, and snowboarding.

Richard Mower is a CFP® with 29 years of industry experience, currently affiliated with LPL Financial in Golden, CO. He has worked at LPL Financial (and its predecessor entities) since 2005 and previously at Wells Fargo Investments from 1999 to 2005. He co-founded Meridian Wealth Management LLC, operating it for 11 years. Mower is also a silent investor in private investments through CAGAI LLC. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

David Bartfeld is a financial advisor with Edward Jones in Aurora, Colorado, holding a Series 66 license and bringing 22 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zakary Book is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Pontifex Capital and held roles at Boise State University and Jacks Urban Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios drawn from a diverse range of mutual funds, ETFs, and ETPs.

Michael Edwards is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cadaret, Grant & Co., Inc., Fortis Financial Group/Woodbury Financial Services, and Copic Companies. 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 financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.