Michelle Dilallo is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. 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 provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Weston Parks serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Financial Representative at Bankers Life & Casualty from 2023 to 2024, and as a Tax Associate at Lulloff Leben & Taylor LLC between 2021 and 2023, as well as at Greear Kramer Monaghan PS from 2019 to 2020. In his current role, Parks partners with clients to understand their specific financial goals and leverages his expertise in employer benefits to co-create tailored financial plans. He emphasizes the importance of building strong relationships through competency, reliability, and care throughout the financial planning process. Outside of his professional career, Parks enjoys activities such as attending concerts, fitness, golf, music, and reading.

Annika Franz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank from 2007 to 2018. Outside of her advisory role, she owns and operates B Side Bee Farms LLC, where she is involved in beekeeping, honey production, and mentorship. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Daniel Lampe is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes positions at Bancwest Investment Services, Inc., Bank of the West, and TurnKey Vacation Rentals. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jodie Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Rutherford Law Center and operated Watershed Estate Planning LLC for five years. She also has legal experience from positions at multiple law firms and served as an instructor at the University of Colorado Law School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and funds.

Carter Smelser is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Securities Management and Research, Inc., BFC PLANNING, Inc., and Berthel Fisher & Company Financial Services, Inc. since 2014. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides investment solutions tailored to client objectives across multiple platforms, with a mix of proprietary and third-party strategies.

Kenneth Finkel is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Citigroup Global Markets for seven years. In addition to his advisory role, he maintains a personal coaching practice accredited by the International Coaching Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Susan Haupt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. She began her career at Fidelity in 2008 and has held positions including Financial Representative, Investment Consultant, and Account Executive. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2007 to 2008. Susan holds insurance licenses in Arkansas and California. She focuses on creating financial plans that support sound investment decisions and simplify clients' lives, emphasizing integrity and trust in her approach. Outside of her professional work, Susan has personal interests in comedy, fitness, and reading.

Julie Martinez is a CFP® and holds a Series 66 license with Edward Jones in Erie, CO. She has seven years of industry experience, including five years at Key Equipment Finance before joining Edward Jones in 2018. Outside her advisory role, she has a minor involvement with DistroKid. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mosley is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has previously worked at Transamerica Capital, Inc. for ten years and has business experience with Rocky Mountain Car Wash LLC. Mosley holds Series 63, Series 65, and Series 66 licenses. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Celeste Villegas is a CFP® with five years of industry experience, currently serving as a financial advisor at Fidelity Investments. She previously worked at First Western Trust for four years and Fidelity Brokerage Services LLC for six years. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including multi‑manager and fund‑of‑funds structures.

Sergio Gutierrez is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with J.P. Morgan since 2017 and has prior experience in media and data solutions companies. Outside of his advisory role, he is an owner and partner in a family-owned concrete company and a real estate holding company in Colorado. 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, delivering recommendations on a non-discretionary basis.

Eric Holloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has managed Holloway Wealth Management Inc. since 2015 and has been affiliated with Raymond James since 2012. Outside of his advisory work, Holloway serves as a personal representative managing the finances of his parents and acts as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical modeling and supports its broad advisor network with advisory programs and institutional portfolio management.

Michael Martin is a Series 66 licensed advisor at J.P. Morgan Securities with 11 years of industry experience. He has held various roles within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC 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 to support its recommendations.

Katie Boyce is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Chad Ernzen is a financial advisor with Edelman Financial Engines in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Preston Kendrick is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He began his career at Fidelity Investments in 2016, progressing through several positions including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, Kendrick was a Financial Representative at PRUCO SECURITIES, LLC in 2015. He holds a California Insurance License, supporting his work in financial advising and planning. Kendrick emphasizes building strong relationships with clients to develop personalized financial strategies that evolve over time. Outside of his professional responsibilities, Kendrick has interests in fitness, golf, pets, reading, and traveling.

Michael D’epagnier is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he is a licensed insurance agent and a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a broad range of financial services and uses various analytical tools and third-party platforms to construct and manage portfolios.

Cira Villalpando Forbes is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at 40 North Foods for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.