Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Sarad Tomlinson is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked at JP Morgan Securities, Merrill, and Bank of America. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

Emma Comiskey is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience beginning in 2021. Prior to joining Edelman Financial Engines, she worked at Northwestern Mutual and Umpqua Bank. She also spent five years at Oregon State University and four years at Montgomery High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Brett Bengtson is a financial advisor with Ameriprise in Arvada, Colorado, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His career includes roles at LPL Financial, Investment Centers of America, and Jackson National Life Distributors. He owns and operates an LLC established to manage his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.

Jeffrey Miller is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lucas Amell is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with firms including Securities America and Packerland Brokerage Services. Outside of his advisory role, Amell serves on the board of the Friends of Wehr nature center, focusing on environmental education, and is a board member of the Hales Corners Chamber of Commerce. He also provides college funding coaching through educational seminars and financial consultations. MML 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, structuring client relationships around comprehensive, collaborative annual planning engagements.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. 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 over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Diana Endriss is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 1996, totaling 30 years at the firm. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Diane Padalino is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in advising clients who have experienced liquidity events, including entrepreneurs, as well as divorced or widowed individuals. Her expertise encompasses navigating market volatility, structuring philanthropic endeavors, and guiding families in cultivating financial stewardship across multiple generations. Diane’s approach to wealth management is informed by her early career experience on the fixed income trading floor at JPMorgan in New York, where she advised companies on bond financings, interest rate derivative strategies, foreign exchange, and liability management. Diane began her financial services career in 1993 and moved to Denver in 2001, working with high-net-worth families first at JPMorgan’s Private Wealth Management Group, followed by Goldman Sachs for over six years, before joining Merrill Private Wealth Management in 2013. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a B.S. degree in Management and Finance, awarded Summa Cum Laude from Binghamton University, part of the State University of New York system. Diane is also a member of Kent Denver and serves on the Marketing and Strategic Alliances Committee at The Denver Art Museum. Outside of her professional work, Diane enjoys hiking, reading, and spending time with her family. She resides in Colorado, where she engages with the local community through her involvement in cultural organizations.

Eric Hotchkiss is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and operates out of Golden, Colorado. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Vincent Atkinson is a financial advisor at UBS Financial Services in Denver, CO, with one year of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank and eXp Realty. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Patrick Mckim is a CFP® with 34 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2014 and also operates Prospera Wealth Management Solutions LLC. Outside of his advisory role, he is the owner of a financial services firm used for tax reporting purposes and holds a license to sell life and long-term care insurance. Cetera Investment Advisers LLC is a large, 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 with access to both affiliated and third-party managers.

Melva Casana is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with 11 years of industry experience. She previously worked at Charles Schwab and Schwab Wealth Investment Advisory Inc. before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Mark Johnson is a financial advisor at Thrivent Investment Management with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Thrivent since 2017. Johnson serves on the finance team at St. Luke's United Methodist Church, providing fiscal oversight as a volunteer. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive goal-based analyses and written recommendations across various planning topics without discretionary trading authority.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.