Max Fletcher is a financial advisor at Edward Jones in Denver, CO, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large network of advisors and branch offices.

Tanya Wagner is a CFP® professional with 17 years of experience in the financial industry. She has been with Edward Jones since 2009, working out of Denver, CO. Outside of her advisory role, she is involved in managing several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices across the United States.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Douglas Camelio is a financial advisor at Thrivent Investment Management in Denver, CO, holding Series 66 and Series 63 designations with four years of industry experience. His prior work includes roles at Fidelity Investments and Securitas Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under a consolidated billing program called WealthPlan.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Alexa Brascetta is a financial advisor at LPL Financial with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valorem Financial, CWM, LLC DBA Carson Group Partners, Cetera Advisor Networks, Sammons Financial Network, and Midland National Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by proprietary and third-party research.

Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market assumptions.

Ilya Nudelman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Investments Solution Representative, High Net Worth Associate, and Financial Representative. In his role, Ilya focuses on collaborating with clients to help them meet their life goals through financial planning that takes into account their personal and financial circumstances. He prioritizes building long-term relationships and providing clients with peace of mind regarding their overall financial well-being. Ilya holds a California Insurance License. Outside of his professional work, Ilya has interests in board games, concerts, food, music, parenthood, and snowboarding.

Nicholas Turnquist is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Confetti Wealth - Ameriprise Financial Services for three years and spent time at Wipfli LLP in two separate roles. He also has experience at Eau Claire Golf & Country Club prior to his finance career. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Sal Melaragno is Vice President and Financial Consultant at Fidelity Investments. He partners with clients to help them make educated financial decisions and pursue their long-term goals. Since joining Fidelity Investments in 2014, Sal has held various roles including Investment Solutions Representative, Financial Representative, Relationship Manager, Investment Consultant, and Vice President Financial Consultant. Sal holds a California Insurance License. His professional experience spans multiple aspects of financial advising, enabling him to provide comprehensive support to his clients. Outside of his professional career, Sal enjoys a variety of personal interests including hiking, skiing, traveling, reading, music, and exploring food.

Jan Long is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. J.P. Morgan Securities LLC 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 when recommending strategies.

Joshua Jesudass is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America (Merrill Lynch). Outside of advising, he is associated with JRJ Enterprises, a family property and rental company, although he has no active responsibilities there. J.P. Morgan Securities LLC 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.

Aaron Bongard is a financial advisor at Edward Jones in Boulder, CO, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a commercial condo rental business in Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Christopher Deshano is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and was previously with Cambridge Investment Research Advisors, Inc. for 17 years. Outside of his advisory role, he is a business owner of DeShano Care Centers LLC and is involved in managing a family farm. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party model portfolios.

Erica Kohlwaies is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. in Denver, CO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Sherri Pfeiffer is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2004, with a brief period at BofA Securities in 2019. Outside of her advisory role, she co-owns an LLC that holds mineral assets. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leonard Frisbie is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at Trilogy Capital, Inc., Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is the owner and producer of Razor Insurance Group, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.