Paul Walker is a financial advisor with Wells Fargo Clearing in Castle Rock, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs alongside traditional investment vehicles.

Rishi Oad is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client strategies.

Nick Sharp is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Lyft and the City of Aurora, and he manages real estate investments through his own firm, T.E. Sharp LLC. Outside of financial advisory, he is employed at Murphy Creek Golf Course in Aurora, Colorado. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Luc Boisseau is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity in 2025, he worked at Metropolitan State University of Denver and Uncle Julio's Corporation. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Mark Hadley is a financial advisor at Osaic Wealth, Inc. with 18 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Woodbury Financial Services and Northwestern Mutual Investment Management. Outside of his advisory role, he serves as President of Corporate Benefit Design, LLC and is involved as a board member and golf tournament chair for the Cancer League of Colorado, a nonprofit supporting cancer research and patient services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, employing proprietary asset-allocation tools and third-party platforms to manage portfolios across a broad range of investments.

Brett Ohlen is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and has 11 years of industry experience. He previously worked for Avantax Investment Services and has been the owner of Advocate Tax Worldwide LLC since 2014, providing tax services. Outside of his advisory role, he serves as an assistant football coach at Golden High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Micah Drake is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, Mutual of Omaha, Raymond James Financial Services, MassMutual, and Edward Jones. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Carolyn Parsons is a financial advisor with Equitable Advisors in Englewood, Colorado, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2011, including its predecessor, Axa Advisors. Parsons serves as business manager and bookkeeper for a medical consulting practice and is a board member and treasurer for a Christian ministry focused on healthcare professionals. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

Philip Andrews is a Series 66 licensed financial advisor with Fidelity, based in Greenwood Village, Colorado. He has two years of industry experience, including prior roles at Huntington National Bank and Wells Fargo Bank. Outside of his advisory work, Andrews coaches youth basketball teams through a local club in Arvada, Colorado. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to diverse clients, ranging from retail investors to registered investment companies. The firm employs a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joshua Burchfield is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 63 and Series 65 credentials and possessing 15 years of industry experience. His prior roles include positions at Principal Securities, Oracle Financial, and Union Financial. Outside of his advisory work, he serves on the board of Canvas Credit Union as Treasurer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad clientele including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs supported by research and model portfolios, with services spanning discretionary and non-discretionary management.

Patrick Brannan is a CFP® professional with 16 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at Cetera Advisors for five years. He is based in Littleton, CO. Outside of advisory work, he is involved with several real estate rental ventures. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Colton Haight is a financial advisor at Edward Jones in Littleton, CO, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked at Jim Saulnier & Associates, LLC and Steven J. Wick & Associates, and spent four years with the Fellowship of Catholic University Students (FOCUS). Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond advisory services.

Kevin Thorpe is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank from 2016 to 2022. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Molly Schriber Cushing is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation and bringing eight years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC since 2017, as well as prior work in educational organizations. Outside of her advisory role, she is involved in several retail and online store ventures, including bookkeeping and sales activities through The Dog Masters LLC and personal selling on Poshmark. 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.

Christopher Worrall is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its related entities from 1987 to 2023. Outside of his advisory role, he is involved in non-variable insurance sales. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

James Abernethy is a financial advisor at LPL Financial with 37 years of industry experience. He has held roles at LPL Financial since 2017 and previously worked at Investment Centers of America from 2012 to 2017. He holds Series 63 and Series 66 licenses and is based in Littleton, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches and incorporating model portfolios and research from various sources.

Michael Kwak is a financial advisor with LPL Financial in Greenwood Village, CO. He holds a Series 66 designation and has 25 years of industry experience, including over two decades at Linsco Private Ledger. His other business activities include outside sales of non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Matthew Magoon is a financial advisor at Fidelity with five years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co, along with earlier positions outside finance in the hospitality and education sectors. He holds Series 63 and Series 66 designations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, model portfolio delivery, and oversight of affiliated sub-advisers.

Krista Brown is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009, with a brief period of self-employment in 2020. Brown serves as an advisory board member for a merchant cash advance company. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

Louise Wood is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, bringing 15 years of industry experience. Her prior roles include positions at Bank of America and Merrill. Outside of her advisory work, she serves as an English instructor in the Department of Adult and Online Studies at Belhaven University and is involved with the Douglas County Libraries Foundation, supporting its fundraising and community outreach efforts. 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 employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.