Melissa Corrado Harrison is a Series 66 licensed financial advisor with UBS Financial Services in Denver, Colorado. She has 25 years of industry experience and has been with UBS since 2015. Harrison serves on the Board of Directors for Judi's House, an organization supporting families who have lost a parent or sibling, and is a member of the Board of Advisors for ACE Scholarships Colorado. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

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.

Scott Cody is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2020 and has over 18 years at Latitude Financial Group, as well as 12 years at Securities America Advisors, Inc. and Securities America, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Jason Minor is a CFP®-certified financial advisor with 27 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory work, he is involved in managing rental property investments. 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 solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Keith Stechmesser is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning in areas such as retirement, tax, estate, and business continuation, with the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.

Adam Strickman is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through SKC, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Travis Mitchen is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has worked at multiple firms including Avantax Advisory Services and operates Ozark Financial Group, where he manages client portfolios and financial plans. Mitchen also has involvement with Mitchen Wealth Management as an associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment strategies across various program structures.

John Prichard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and at Dorsey Pictures for four years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Suazo is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at BancWest Investment Services, Bank of the West, and Edward Jones. 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 services, including retirement plan consulting and 529 account management, with both discretionary and non-discretionary management options.

Matthew Stotler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in youth soccer organizations as a referee and holds a co-ownership interest in a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services across a broad spectrum of investment and planning needs.

Randolph Huiting is a CFP® and CFA® with 33 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2025. He previously worked at Wells Fargo Advisors for 12 years. He is president of Huiting Wealth Management Group, where he manages and conducts all aspects of the business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored financial plans and investment recommendations.

Sibyl Samuel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery discussions and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize scenario modeling but generally do not include individual security recommendations.

Jereme Jones is a Financial Consultant currently serving at Fidelity Investments. In his role, he focuses on helping individuals and families develop clear financial strategies, personalized plans, and provides ongoing guidance to support their financial futures. Jereme has progressive experience in the financial industry, having worked as a Financial Consultant and Planning Consultant at Fidelity Investments since 2022. Prior to that, he held positions as a Financial Advisor and Premier Banker at Wells Fargo Advisors and Wells Fargo Bank, respectively, from 2014 through 2022. He holds a California Insurance License. Outside of his professional work, Jereme enjoys baseball, biking, football, and family activities.

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.

Akio Ohtake Gordon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Piper Sandler & Co. and held roles in areas including security technology and pilot training. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Seema Kinra is a financial advisor at Morgan Stanley in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Robert W. Baird & Co. Incorporated and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Shane Berliner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the company's tools and resources. Shane aims to assist clients in building financial plans tailored to their goals and aspirations. Shane has been with Fidelity Investments since 2021, progressing through positions including Customer Service Representative Intern, Customer Service Representative, Investment Solutions Representative, and Investment Solutions Representative II before assuming his current role in 2025. This experience has provided him with a comprehensive understanding of investment solutions and client service. Outside of his professional responsibilities, Shane has interests in art, comedy, fitness, social events with friends, and music.

David Hopwood is a financial advisor with Wells Fargo Advisors based in Denver, CO. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2014 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Emily Gabriel is a financial advisor with Raymond James Financial in Littleton, CO, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Wealth Management Company. Outside of finance, she serves as a committee member for This is Women's Work Podcast, contributing to bi-monthly meetings and promotional activities. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, and government entities. The firm offers specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses and integrates municipal advisory capabilities through its public finance affiliations.