Mark Johnson is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Thrivent Financial since 2017. Outside of his advisory role, he serves on the Finance Team at St. Luke's United Methodist Church, assisting with oversight of the church’s fiscal budget and general fund. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.

Randee Parker is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2002. Outside of her advisory role, she rents a personal home in Scottsdale, Arizona. 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 and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Daniel Abrams is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds a Series 65 designation and has worked at several firms including Personal Capital Advisors Corporation and Empower Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at Wells Fargo since 2016 and serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. 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 uses research and analytics to guide investment decisions and provides a range of brokerage and advisory solutions.

Thomas Valdez Jr. is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside models and research from multiple sources.

Nelisha Firestone is a financial advisor with Wells Fargo Advisors in Littleton, CO, holding Series 63 and Series 66 designations and 22 years of industry experience. She previously worked for LPL Financial, LLC from 2007 to 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels.

Daniel Cottrell is a financial advisor at Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has tenure at Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and retirement solutions across a wide range of account types.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. 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 applying an ESG eligibility framework when recommending strategies.

Cindy Basham is a financial advisor at Edward Jones with a Series 66 credential and experience spanning several firms, including Goldman, Felcoski & Stone PA and Holland & Knight LLP. She has worked in the financial services industry since 2016. Outside of her advisory role, she manages multiple residential real estate properties through a family of LLCs and serves as a trustee for a real estate rental trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment advisory programs, fiduciary services, and affiliated financial products, supported by a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.

Randy Leslie is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2012. He also operates a DBA under Colorado Financial Partners, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

David Barberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2000 with Merrill Lynch, he has focused on developing wealth management strategies tailored to the unique situations, concerns, and goals of successful individuals and families. David provides personalized advice across a broad range of wealth management services, including corporate executive services, equity and executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Prior to his current role, David served as a Senior Analyst in Merrill's Private Wealth Management Group, advising ultra-high-net-worth clients such as company founders, private equity partners, and senior executives. He has experience providing investment guidance across all asset classes and developing complex investment plans. David holds a Bachelor of Arts degree in Economics from the University of Colorado and is a Certified Investment Management Analyst® (CIMA®) professional, as well as a Personal Investment Advisor (PIA). David participates actively in his community by coaching youth sports, including baseball and football. He also enjoys golf, hunting, and spending time with his family. His approach emphasizes collaborative client relationships based on transparency and trust, aiming to simplify clients’ financial lives while addressing evolving personal and financial circumstances.

Andrew Ahrens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. Outside of his advisory role, Ahrens operates an independent insurance agency focusing on life and health insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Matthew Hancock is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His previous roles include positions at UBS Financial Services and Fidelity Brokerage Services. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.