John Prichard is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He previously worked at Edward Jones for six years and Dorsey Pictures for four years. He holds the Series 66 designation and is based in Lakewood, Colorado. 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 the Wells Fargo Investment Institute.

Isaac Suazo is a Series 66-licensed financial advisor with nine years of industry experience. He is currently with LPL Financial and has previously worked at Bank of the West, Bancwest Investment Services, Inc., and Edward Jones. 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 variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Sibyl Samuel is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by firm-approved tools and offers both direct and employer-sponsored financial plans.

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 three years of industry experience. He previously worked at Piper Sandler & Co. and has experience across multiple firms including JPMorgan Chase Bank and Kayne Anderson Capital Advisors. Outside of his advisory role, Mr. Ohtake and his wife manage a short-term residential property rental. 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 in its investment 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 Services Advisors, Inc. She holds a Series 66 designation and has 13 years of industry experience. Prior to her current role, she worked for Northwestern Mutual and its affiliated entities for eight years. Outside of her advisory work, she is involved as a committee member for This is Women’s Work Podcast, contributing to promotion and content development. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work uncommon among large institutional advisors.

Charles Eakin is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Prudential Insurance Company of America and Ent Credit Union. Outside of finance, he has experience with Ag-Grow Drones. 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. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

David Westol is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Prior to joining Fidelity, he worked at BlackRock Financial Management and State Street Research & Management Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Benjamin Hewitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Hoover is a financial professional with 17 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at several related firms including Cetera Advisors LLC and Bank of the West. He is also involved with the Prosperity Network of Advisors as a financial professional. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Dolores Estela Santos is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2010 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly to individuals and through corporate financial planning agreements.

Anna Sernka is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2020. Prior to this, she held positions in both corporate and research settings, including at the University of Colorado and Leeds Business Research Division. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. Mass Mutual Investors Services 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 seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

Ashley Lane is a Financial Consultant at Fidelity Investments, where she has been assisting clients with their financial planning needs since 2019. She utilizes Fidelity's investment platform and technology to support her clients effectively. Prior to joining Fidelity, Ashley worked as a Financial Solutions Advisor at Merrill Lynch from 2008 to 2018. Her professional experience spans over a decade in financial advisory roles. Outside of her professional responsibilities, Ashley enjoys cooking and baking. She also values family activities and parenthood, which are important aspects of her personal life.