Risha Serrano is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to her advisory role, she receives non-investment related compensation for the referral of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third-party asset managers. The firm supports its advisory services with custodial and trade execution provided by Pershing and includes options such as discretionary separately managed accounts and newer model allocations to cryptocurrency ETFs.

Aaron Haugland is a financial advisor with LPL Financial in Littleton, CO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., Personal Capital Advisors Corporation, and CUSO Financial Services, L.P. He is associated with Canvas Advisors, an investment-related business affiliated with his LPL practice. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

John Carnes Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience, including over a decade with Raymond James. Outside of advising, he owns a small residential rental property used to support his college-aged son. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and charitable organizations. The firm offers tailored, non-discretionary consulting using advanced risk profiling and modeling tools, supporting implementation through various advisory programs.

Tyler Freeman is a CFP®-designated financial advisor with 13 years of industry experience, currently with LPL Financial since 2021. He has prior experience at Waddell & Reed, Inc. and engages in entrepreneurial activities through Tyler Freeman LLC. Freeman is involved in community organizations including Golden Rotary-Satellite and Golden Orator Toastmasters. 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 advisory and brokerage services, including third-party asset management and institutional platforms, supported by extensive operational and research tools.

Gary Keyfauver is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 23 years of industry experience. Prior to his current role, he was associated with High Country Financial Advisors, Inc. and has operated his own advisory and support company, Sage Financial Strategies. Outside of his advisory work, he serves as Treasurer and Board Member of Canine Partners of Colorado, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized offerings in municipal and public finance, as well as customized employer advisory services.

Samuel Powers III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Raymond James in 2020, he worked at Fifth Third Securities from 2013 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering a range of financial planning, investment consulting, and municipal advisory 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 Wealth Management Company, JP Morgan Securities LLC, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

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.

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 Investments and its affiliates since 2017, following four years at Cors & Bassett, LLC. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Lucas Benjamin is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles spanning construction and engineering companies, as well as a position at Colorado State University. Outside of his advisory role, Benjamin is the owner of a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services through a nationwide network of financial advisors and branch offices.

Evan Ankenbruck is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jace Montera is a financial advisor with Edward Jones in Lakewood, CO. He holds the Series 66 designation and has two years of industry experience, including prior roles at AllHealth Network and SP Plus Corporation. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branches, operating under a fiduciary standard.

Braden Baer is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Securian Financial Services, North Star Financial Group, and Minnesota Life Insurance Company. Outside of his advisory work, he is employed as a golf caddie at the Denver Country Club. 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 services including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using model portfolios, customized strategies, and technology-supported research.

Gregory Hall is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked for 12 years. He has 11 years of industry experience. Outside of his advisory role, he is involved in a family floral business, packing and transporting flowers for weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Michael Mc Clintic is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is an owner of Pearl Park LLC, a partnership in Littleton, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

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.

Amy Clemens is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 registrations and four years of industry experience. Her prior roles include positions at JPMorgan Chase, New York Life, Fidelity Investments, and involvement with the Young Americans Center for Financial Education. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is characterized by its large nationwide network of advisors and branches, and by providing affiliated capabilities such as a trust company and proprietary mutual funds.

Randolph Huiting is a CFP® and CFA® with 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Gary Dorsheimer is a financial advisor with Edward Jones in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in real estate as an owner and landlord of both residential and commercial properties through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Little is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. Her career includes multiple roles within Cetera entities since 2019. Outside of finance, she is involved with Little Bakery LLC and has a history of entrepreneurship in the dive and travel sector with Grateful Dive. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, including discretionary and non-discretionary services, and supports advisors with model portfolios and third-party managers.