John Klaasen IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Klaasen is based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Tony Wittrock is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Legacy Private Wealth Partners. He is also involved with Wayfinder Financial Services in Greenwood Village, CO. 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 consulting using analytical tools to support client goals and maintains notable capabilities in municipal and public finance.

Michael Mc Kinnis Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2021 and has held roles with Waddell & Reed, Inc. and various insurance carriers for W&R insurance agencies since 2016. He acts as a financial power of attorney for family members. 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 representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Lucas Budde is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held positions in diverse fields including hospitality and logistics. He has worked with Comedy Works and Men in Kilts, among other roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, applying systematic methodologies and long-term asset allocation benchmarks.

Hunter Poitras is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and three years of industry experience. He has held multiple roles within Fidelity since 2021 and has operated a YouTube channel and worked as an Amazon affiliate. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Steven Ringquist is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Kevin Winland is a CFA® charterholder with 12 years of industry experience. He has worked at Goldman Sachs from 2013 to 2024 and joined Fidelity in 2024. Outside of his financial career, he has been involved in artwork framing and furniture restoration businesses that are currently in the process of dissolution. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research and quantitative analysis, and it serves as an advisor to various registered investment companies and fund-of-funds.

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bradley Rothhammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of advising, Rothhammer serves as president of a company involved in the sales and service of insurance products and holds leadership roles in nonprofit organizations focused on fundraising for hospice care, cancer research, and programs supporting inner-city youth in the construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment products, supporting both discretionary and non-discretionary account management.

Tanner Pressel is a financial advisor at Fidelity with six years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Cambridge Investment Research, Paladin Financial Services, and Buffalo Wild Wings. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, IRS-qualified Charitable Gift Funds, and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios drawn from mutual funds, ETFs, and ETPs.

John Champion is a financial advisor at Fidelity with one year of industry experience. He previously held roles at Dish and Comcast. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Robert Dennis is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles across multiple industries including event staffing, logistics, and technology. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs. The firm serves a diverse client base including registered investment companies and operates with oversight controls to address conflicts of interest.

Megan Gilkerson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she is a member of the Stonger Gilkerson Group. She specializes in client relationship management, financial planning, and business development, providing ongoing communications to support a comprehensive, client-focused service experience. Megan's work focuses on areas such as education planning, family wealth management strategies, liquidity management, retirement income planning, and both individual and corporate investment strategy. Megan joined Merrill Lynch in March 2017 and holds the Personal Investment Advisor (PIA) designation. She earned her bachelor's degree in Business Marketing from Colorado State University in 2008. Megan’s professional affiliations include membership in Beta Gamma Sigma, the International Honor Society Recognizing Business Excellence, and the Junior League of Denver. Outside of her financial advisory role, Megan is actively involved in her community through Mission Hills Church and engages in dance education and performing arts enrichment. She also enjoys a range of personal interests, including cooking, hiking, skiing, yoga, and spending time with her family in Colorado.

Joshua Langdon is a financial advisor with Edward Jones in Centennial, CO, holding the CFP® and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of advising, he owns and manages residential rental properties in Colorado through the use of a property manager. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Richard Lerner is a CFP® certified financial advisor with Raymond James Financial, where he has worked for 17 years. He has 37 years of industry experience and has also owned Lerner Financial LLC since 2007. Outside of his advisory role, he serves as co-trustee and power of attorney for family trust and estate responsibilities and is an agent affiliated with a long-term care insurance brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm utilizes tailored, analytical approaches and supports advisory programs alongside institutional consulting and portfolio management.

Derek Chandler is a Financial Consultant at Fidelity Investments, where he has been serving since 2026. Prior to this role, he held positions as a Planning Consultant from 2024 to 2026 and as a Workplace Planning Consultant from 2022 to 2024, all within Fidelity Investments. His professional experience also includes a five-year tenure as a Senior Relationship Manager at Bank of America from 2017 to 2022. Derek's approach focuses on understanding his clients' financial plans comprehensively, collaborating with them to co-create and implement strategies aimed at achieving their financial goals. He holds insurance licenses in Arkansas and California, supporting his capacity to serve clients in these areas. Outside of his professional life, Derek is engaged in family activities and enjoys interests such as football, social events with friends, caring for pets, and traveling.

Alex Kuskin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 25 years of industry experience. He has previously worked at Wells Fargo Advisors LLC and Crux Wealth Advisors. Kuskin is also an associate and employee of Elevation Wealth Partners, LLC, where he participates in annual and special meetings and contributes to operational and long-term planning discussions. Raymond James Financial Services Advisors 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 supports municipal and public finance work through a municipal advisor affiliation.

Celeste Guhl is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has worked with Primerica Advisors since 2016 and has prior experience at Dunn Brothers Coffee. In addition to her advisory role, she earns compensation related to loan product sales and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

Diana Lynch is a financial advisor with Wells Fargo Clearing in Greenwood Village, Colorado. She holds a Series 66 designation and has 16 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Ameriprise. 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 offers both brokerage and advisory solutions.

Paul Dechadenedes is a financial advisor with Mass Mutual Investors Services in Greenwood Village, Colorado. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including roles at Charles Schwab & Co., Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he is a principal of Madison Financial Holding Company, Inc., overseeing practice management, and manages Madison Financial LLC, providing comprehensive financial planning and investment services. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs structured as annual, collaborative engagements that utilize advanced analytical tools to develop written recommendations for clients.