Aaron Haugland is a financial advisor with LPL Financial in Littleton, CO, holding the Series 66 designation and 14 years of industry experience. His prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services Inc., and Personal Capital Advisors Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a large network of investment adviser representatives.

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.

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 at Raymond James & Associates with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Raymond James since 2020, following a six-year tenure at Fifth Third Securities. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans using firm research and planning tools and supports both discretionary and non-discretionary advisory relationships.

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.

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 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.

Lucas Benjamin is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in various construction and mechanical companies as well as a position at Colorado State University. Outside of his advisory role, he owns a rental property in Lochbuie, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of 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 with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Securian Financial Services, North Star Financial Group, Minnesota Life Insurance Company, Arthrex/Gemini Mountain Medical, Transamerica, and self-employment. Outside of advising, he has worked as a golf caddie at Denver Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is an owner of Pearl Park LLC, a partnership involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

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 at Edward Jones with four years of industry experience. She holds Series 66 and Series 63 registrations. Her prior experience includes roles at JPMorgan Chase, New York Life, Fidelity Investments, Guild Mortgage, and the Young Americans Center for Financial Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 who holds a Series 66 designation and has 13 years of industry experience. Her prior work includes roles at First Allied Securities, Northwestern Mutual Investment Services, and Waddell & Reed. Outside of finance, she is involved with Little Bakery LLC and has experience with Fine Art America and Grateful Dive. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and has prior work experience in various roles at companies including Amazon, Cost Plus World Market, and Alta Tutoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and additional services such as trust management and securities-based lending.