Brian Frank is a financial advisor with Ameriprise in Erie, Colorado, holding Series 63 and Series 65 credentials and seven years of industry experience. Before joining Ameriprise in 2026, he worked at The Huntington Investment Company for four years and held positions at Guaranteed Rate, BBVA-related entities, and BMO Harris Financial Advisors. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Retirement Income Recommendation Reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lesley Cortez is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has been with Primerica since 2003 and worked briefly in law enforcement with the Adams County Sheriff’s office. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities in 2019, Hua Hui Li worked at Best Buy for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework in its investment approach.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Caleb Theisen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for three years at Ziggis Coffee. 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 supported by a network of more than 23,700 financial advisors nationwide.

Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. 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 support its recommendations.

Brian Sanchez is a financial advisor at Edward Jones in Brighton, Colorado, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked for Charles Schwab for 20 years and Ameriprise for 2 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Nicholas Bode is a financial advisor with UBS Financial Services in Erie, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer for the Timber Fox Condo Association in Winter Park, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. 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 over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Logan Snodderly is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked in roles at UPS, US Western Investment Co, and Stoll Orthodontics. In addition to his advisory work, he is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

Thomas Worth is a financial advisor with LPL Financial in Brighton, Colorado. He holds Series 63 and Series 65 credentials and has 21 years of industry experience, including prior roles at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its network of over 22,800 advisors with model portfolios, third-party asset management, participant-level advice, and institutional platforms.