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.

Kurt Cambier is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2008. Cambier serves as a board trustee for the Virginia Cambier Children’s Foundation and is involved in independent insurance activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of platform solutions and proprietary as well as third-party model strategies.

Ashley Leibfried is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Ernst & Young. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and a range of managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

Amy Diehl is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, she spent 11 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. She also has experience with Vlm Properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Dallas Grabow is a CFP® professional at LPL Financial with 29 years of industry experience. He has worked at LPL Financial since 2006 and has been affiliated with the Credit Union of Colorado for 17 years. Outside of his advisory role, he is involved with Insurance Advisors Agency, Inc., an insurance agency based in Grand Junction, CO. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented by a large network of investment adviser representatives.

Gary Wheeler is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity and Charles Schwab in various capacities since 2004. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios derived from mutual funds, ETFs, and ETPs.

Robert Cox is a Financial Consultant currently working at Fidelity Investments since 2025. He has a background in financial advising and investment consulting within the financial services industry. Prior to his current role, Robert served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Senior Financial Advisor at Vanguard from 2021 to 2024. He also worked as an Investment Operations Specialist at Ronald Blue Trust between 2018 and 2021. Robert employs a collaborative and educational approach to partner with individuals and families in defining and constructing financial plans tailored to important life moments. His experience spans various roles that contribute to his expertise in financial planning and investment management. Outside of his professional career, Robert has personal interests that include baseball, comedy, golf, movies, pets, and reading.

Turner Felton is a financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., and the Hantz Group. Felton also has experience outside finance, including work with Stonewater Country Club and Fifth Wheel Freight. 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. The firm applies an ESG eligibility framework in its recommendations and operates within the larger J.P. Morgan financial organization.

Heather Baker is a Series 66-registered financial advisor with Merrill in Denver, Colorado, with 27 years of industry experience. She has worked at Merrill since 1994. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Richard Hendry is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. 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 offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory Solutions.

Johnny Fenley is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, following roles at Blue Room Investment Advisors and Segall Bryant & Hamill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and operates on a non-discretionary basis.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Kelley Carey is a financial advisor at Fidelity with four years of industry experience. She holds the Series 66 designation and previously worked at Allegiant Travel Company for six years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop systematic model portfolios from mutual funds, ETFs, and ETPs.

Nate Gelbach is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans aligned with their goals, needs, and life events. In his role, he utilizes Fidelity's tools and resources to address clients' evolving financial requirements, emphasizing trust, communication, and education to help clients make informed financial decisions. Nate has been with Fidelity Investments since 2020, advancing through several roles including Procurement Intern, Portfolio Accounting Analyst Intern, Financial Representative, and currently Planning Consultant. This progression reflects his growing expertise in financial planning and client service within the firm. Outside of his professional responsibilities, Nate enjoys attending concerts and participating in outdoor activities such as golf, snowboarding, surfing, and swimming.

Don Davis Jr. is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with 43 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and previously spent 16 years at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Brendan Payne is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Delaware Life Insurance Company and Jackson National Life Distributors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages model portfolios using mutual funds, ETFs, and ETPs, and serves as a registered commodity pool operator and advisor to multiple registered investment companies.

Daniel Lewis is a financial advisor with Fidelity Investments in Broomfield, Colorado. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked in education with the Saint Vrain Valley School District and has been involved with Colorado CPR Pros since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a research-driven investment process that integrates fundamental and quantitative analysis with algorithmic portfolio construction and manages a variety of fund structures and model portfolios.

Jessica Yohn is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Charles Schwab and Chatham Financial. Outside of advising, she is co-owner of Sangre De Cristo Investments, LLC, a real estate business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining algorithmic tools and personalized recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tricia L. Graven is a financial advisor at UBS Financial Services in Denver, CO, holding Series 63 and Series 66 credentials with 15 years of industry experience. She has previously worked at TIAA and Pershing, with over a decade at TIAA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm integrates proprietary research and model-based asset allocations to tailor financial plans that align with clients’ goals and risk tolerances.

Kevin Chauvin is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 63 designation and has worked at UBS since 2016, following two years at Merrill. Based in Denver, CO, he provides financial services through a well-established firm. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances.