Michael Mc Clintic is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he is an owner of Pearl Park LLC, a partnership involved in property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,000 financial advisors.

Austin Mcstraw is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he worked at companies including LionBridge, Low VA Rates, Mountain America Credit Union, and Domino's Pizza. Outside of his advisory duties, he owns Merry & Bright Lighting Co LLC, a business that installs Christmas lights for residential homes. 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 range of advisory and brokerage services, including financial planning and model portfolio programs, and supports advisors with a variety of investment strategies and operational tools.

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.

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.

Randee Parker is a financial advisor at Edward Jones with eight years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2002. Outside of her advisory role, she rents a personal home in Scottsdale, Arizona. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Daniel Abrams is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Personal Capital Advisors Corporation and Empower Financial Services. He is based in Highlands Ranch, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Jeffrey Troyan is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arvada, Colorado, and has seven years of industry experience. His prior roles include positions at Caldera House and Four Seasons Resort and Residences, as well as Snow King Resort. J.P. Morgan Securities 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.

Thomas Valdez Jr. is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Fidelity from 2006 to 2008. Valdez also manages a separate investment-related business, Valdez Financial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies, supported by technology and a broad platform that includes insurance and banking partnerships.

Nelisha Firestone is a financial advisor with Wells Fargo Advisors in Littleton, CO, holding Series 63 and Series 66 designations and 22 years of industry experience. She previously worked for LPL Financial, LLC from 2007 to 2025. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized services such as business-owner transition and special-needs planning. The firm combines advisory services with other financial products and referral channels.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and retirement solutions across a wide range of account types.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. J.P. Morgan Securities 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 applying an ESG eligibility framework when recommending strategies.

Cindy Basham is a financial advisor with Edward Jones in Highlands Ranch, CO, holding a Series 66 designation and one year of industry experience. Her prior work includes positions at Tuthill & Hughes LLP and Goldman, Felcoski & Stone PA. Outside of her advisory role, she manages real estate rental properties through privately held trusts and LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering both discretionary and non-discretionary investment strategies and a range of affiliated financial products. The firm is known for its extensive retail advisor network and integrated capabilities beyond advisory services.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.

Randy Leslie is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Leslie also operates under the DBA Colorado Financial Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Andrew Ahrens is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. Outside of his advisory role, Ahrens operates an independent insurance agency focusing on life and health insurance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.