Kathleen Strother is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmond Johnson IV is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pretty Vacant Woodshop LLC and the Hough Johnson Advisor Group. Outside of finance, he has experience working in small business and retail environments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning methods to deliver tailored investment recommendations.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and has prior work experience in various roles at companies including Amazon, Cost Plus World Market, and Alta Tutoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and additional services such as trust management and securities-based lending.

Kristofer Copeland is a financial advisor at Mass Mutual Investors Services with the ChFC® designation and Series 66 license. He has five years of industry experience, including roles at Brown Brothers Harriman and Co and Learfield-IMG College. In addition to his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 seminars, employing firm-approved tools and collaborative, annual planning engagements.

Timothy Hall is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Raymond James, he spent over a decade with Northwestern Mutual Wealth Management Company and its affiliated entities. He is also the owner of Banana Stand Enterprises and Garrison Financial Group, which are business entities associated with his advisory practice. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients such as pension plans and governmental entities. The firm offers tailored, non-discretionary advisory solutions and maintains a notable focus on municipal and public finance through its affiliate network.

Gina Duryea is a financial advisor with OSAIC based in Evergreen, Colorado, holding a Series 63 designation and possessing 35 years of industry experience. She worked at Securities America Advisors and Securities America Inc. for eight years before joining OSAIC in 2024. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys, which focuses on travel reporting and trip booking. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various account management options across multiple advisory platforms.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 17 years of industry experience. He has been with Edward Jones since 2008. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jessica Beck is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Bank of the West. Beck is involved with the Women's Estate Planning Council in Denver, serving as a Programs Co-Chair and member. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management solutions and utilizing both proprietary and third-party investment strategies.

Sean Horsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with customized strategies for wealth accumulation, distribution, and preservation. His expertise spans family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategies. A native of Denver, Sean holds a Bachelor's Degree from the University of Colorado System. He is a Personal Investment Advisor (PIA) by designation. Outside of his professional role, Sean enjoys outdoor and recreational activities such as camping, skiing, golfing, tennis, and woodworking, and values spending time with his wife and two children.

Zachary Runberg is a financial advisor with Morgan Stanley in Denver, CO, holding Series 66 and Series 63 designations and seven years of industry experience. His prior roles include positions at Black Creek Capital Markets, Versus Capital Advisors, and Foreside Funds Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Golden is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Golden serves on the finance committees of Golden View Classical Academy in Colorado and Our Lady of Lourdes Catholic Church in Missouri. 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 solutions, supported by a large network of advisors and branch offices nationwide.

Mark Tighe Jr. is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with LPL Financial since 2021. Prior to this, he was involved with the Evergreen Chamber of Commerce and the Applewood Business Association, and he has experience with various insurance carriers and Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

Darin Hammerschmidt is a CFP® professional with 18 years of experience in the financial services industry. He is currently with LPL Financial and has held roles at Waddell & Reed, Inc. and various insurance agencies. Hammerschmidt has served on the Kiwanis Club of Lakewood Board since 2009 and is involved with local business organizations including the Wheat Ridge Business Association and West Chamber Serving Jefferson County. He is also president and sole owner of Hammer1 Holdings, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 supported by model portfolios, research, and technology-driven portfolio management.

Zachary Sherin is affiliated with Osaic Wealth and holds a Series 66 designation. He has one year of industry experience and previously worked at Deloitte Consulting LLP for three years. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Blake Finlayson is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles from High Net Worth Service Associate to Financial Representative before assuming his current position. Prior to joining Fidelity, he gained experience as a Service Banker at Bank of the West from 2020 to 2021. Blake's professional background spans client service and financial planning, with a focus on high net worth clients and individual financial consultation. His role involves working closely with clients to understand their financial situations and developing tailored strategies to meet their objectives. Outside of his professional responsibilities, Blake enjoys activities such as spending time with family, exploring food interests, socializing with friends, golfing, and engaging in outdoor adventures.

Nick Selfridge is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He collaborates closely with clients and their families to develop comprehensive financial plans aimed at simplifying their finances and supporting their long-term financial goals. Nick emphasizes building lifelong relationships with his clients to effectively create, implement, and monitor their financial strategies. Prior to his current position, Nick held several roles within Fidelity Investments, including Investment Consultant (2022-2023) and various levels of Workplace Planning Consultant between 2021 and 2022. He also worked as an Anti-Money Laundering Contractor for Robinhood Financial through AppleOne Employment Services in 2020. Outside of his professional work, Nick has personal interests in activities such as beach outings, fishing, football, golf, and spending time with pets.

Stephen Kragen is a Series 66 credentialed financial advisor with Raymond James & Associates in Denver, CO, bringing four years of industry experience. His prior roles include positions at Merrill and Parametric Portfolio Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm offers wealth advisory planning and investment consulting services across a wide client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis supported by extensive affiliate networks and municipal finance capabilities.

Carter Dammen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, as well as having a long tenure with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and committee-driven return estimates.

Dylan Gray is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He has worked at Edward Jones since 2021 and previously spent six years at Stifel Nicolaus & Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.

John Hiles is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee's Secular Return Estimates and Monte Carlo simulations.