Daniel Abrams is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Personal Capital Advisors Corporation and Empower Financial Services. He is based in Highlands Ranch, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Thomas Valdez Jr. is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Fidelity from 2006 to 2008. Valdez also manages a separate investment-related business, Valdez Financial LLC. 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, utilizing both proprietary and third-party investment strategies, supported by technology and a broad platform that includes insurance and banking partnerships.

Nelisha Firestone is a financial advisor with Wells Fargo Advisors in Littleton, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at LPL Financial for 18 years and Edward Jones for one year. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad planning menu and delivers recommendations through meetings and written summaries, with optional implementation through various brokerage or advisory programs.

Kevin Kuptz is a CFP® with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC, Empower Advisory Group, and Personal Capital. Outside of traditional financial advising, he has experience with Front Range Catering Company and Legendre Enterprises, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Cindy Basham is a financial advisor with Edward Jones in Highlands Ranch, CO, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Tuthill & Hughes LLP and Goldman, Felcoski & Stone PA. Outside of her advisory role, she manages real estate rental properties through privately held trusts and LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies and a range of affiliated financial products. The firm is known for its extensive retail advisor network and integrated capabilities beyond advisory services.

Randy Leslie is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Leslie also operates under the DBA Colorado Financial Partners, LLC. 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 financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

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.

Matthew Hancock is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His previous roles include positions at UBS Financial Services and Fidelity Brokerage Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.

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 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.

Scott Cody is a financial advisor with LPL Financial based in Denver, Colorado, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 12 years with Securities America Advisors, Inc., as well as time at Hornor, Townsend & Kent, LLC and New England Securities. Cody is also involved with Latitude Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining technology tools with a broad financial services platform.

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.

James Hoysick is a financial advisor with OSAIC in Littleton, CO, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. His work history includes tenures at Cetera Investment Services, Foresters Advisory Services, and Foresters Financial Services. He serves on the Littleton YMCA advisory board for building and grounds. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through multiple advisory platforms.

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.