Sergey Nesvat is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Chase Bank and US Bank. Outside of his advisory role, he owns a transportation business based in Colorado. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Matthew Kocsi is a CFP® professional with 25 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Justin Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked in law enforcement and transportation roles, including positions with the Douglas County Sheriff's Office and the Regional Transportation District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large nationwide network of financial advisors and branch offices.

Jason Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Transamerica Financial Advisors and World Financial Group, among others. Outside of his advisory work, Miller has been involved with Mile High BMX for over a decade and acts as a trustee for the Jason and Ali Miller Trust. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing discretionary and non-discretionary management supported by research and model portfolios.

Wayne Elmore is a financial advisor with Charles Schwab & Co., Inc. in Castle Rock, Colorado, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. His prior work includes roles at Wasmer Schroeder and Wasmer, Schroeder & Company, Inc. He has been with Charles Schwab since 2020. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by extensive research and centralized operational structures.

Angel Kelchen is a financial advisor with Edward Jones in Castle Rock, CO, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, all with Edward Jones. Outside of his advisory role, he is involved with DKMM, LLC, a manufacturing business based in Commerce City, CO. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs. The firm manages over $1 trillion in assets and operates through a large network of advisors and branch offices nationwide.

Ashley Warda is a financial advisor at Edelman Financial Engines with 10 years of industry experience. She holds a Series 65 designation and has worked at various entities within Financial Engines since 2016. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions.

Timothy Legamaro is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Invest Financial Corporation for 11 years before joining LPL Financial in 2018. Outside of his advisory role, Legamaro operates an insurance agency and is involved in building and selling spec homes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from various sources to support diversified investment strategies.

Daniel Cumming is a financial advisor at Fidelity with nine years of industry experience. He has held roles at Fidelity Investments, Fidelity Brokerage Services LLC, T. Rowe Price, Lyft, Davinci Sign Systems, and Colorado State University Athletics. He holds Series 66 and Series 63 designations. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients through discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is registered with the CFTC as a commodity pool operator.

Vanessa Le is a financial advisor at Fidelity with 13 years of industry experience. She holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2012. Her current roles include work with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC 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 built from mutual funds, ETFs, and ETPs.

Keith Kozubal is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Morgan Stanley, and Raymond James Financial. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a range of investment strategies under a fiduciary standard.

John Jenkins is a CFP® professional with 27 years of industry experience. He currently serves as an advisor at XYPN Sapphire and Dove Valley Wealth Management, LLC. Previously, he worked at GWFS Equities, Inc. and Advised Assets Group, among others. In addition to his advisory roles, he provides part-time tax preparation services as a seasonal tax preparer. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach based on Modern Portfolio Theory, offering both discretionary and non-discretionary portfolio management along with integrated financial planning and sponsored TAMP services.