Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 both brokerage and advisory solutions.

Austin Whitcher is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, his career included roles at the University of Colorado Boulder and various other businesses. Outside of advising, he is employed as a Doordash driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supported by a large network of advisers and advanced operational tools.

Chris Acuna is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Transamerica Financial Advisors and Colorado Realty Pros. Outside of advising, he owns Creative Concept Innovations 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 and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Damon Bonelli is a financial advisor at Ameriprise with one year of industry experience. He previously worked at U.S. Bank for eight years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Nagle is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Northwestern Mutual and JP Morgan Securities. Nagle is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Ellie Golterman is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, she partners with an Executive Planning Consultant to assist clients in utilizing their employer benefits and planning for various financial phases of life. She emphasizes building strong client relationships based on reliability, competency, and compassion, viewing financial security as a means to personal well-being. Her professional experience includes serving as a Benefits & Planning Consultant in Executive Services at Fidelity Investments since 2020, an Internal Wholesaler at Allspring Global Investments from 2023 to 2025, a Central Relationship Manager at Fidelity Investments from 2018 to 2020, a Client Relationship Specialist at Charles Schwab from 2017 to 2018, and a Relationship Specialist-Advisor Services at Charles Schwab from 2016 to 2017.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at New England Securities for six years before joining LPL Financial in 2011. In addition to his advisory role, he sells fixed insurance through his DBA, Colorado Financial Partners, 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 range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Vann Schield is a financial advisor at Raymond James Financial with a Series 66 credential and less than one year of industry experience. He previously worked at Carnes Wealth Management and has educational experience at Colorado State University and Rock Canyon High School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical tools and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Joshua Miller is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of advising, he manages a home rental business in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Nathaniel Arnett is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2017, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Prior to joining Fidelity, he was with Cors & Bassett, LLC for four years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a broad client base and employs systematic methodologies in managing diversified portfolios, including fund advisory and model portfolio delivery.

Jacob Jones is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and The Connor Group. Outside of his advisory work, he is involved as a fitness coach with VASA Fitness. 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 financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Andrew Simon is a Series 66-licensed financial advisor with J.P. Morgan Securities in Denver, CO. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his experience includes roles at Arrowmark Partners, Blue Room Investing, and Diive Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Zachary Blakemore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at JPMorgan Chase Bank and Alcom Business Solutions as well as earlier work in nonprofit and educational settings. 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 an ESG eligibility framework to inform its recommendations.

Craig Zeller is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.