Noel Wickwar is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Garet Hickman is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and previously worked at Western International Securities, Inc. and Financial West Group. Outside of his advisory role, he is involved with Cleo Hickman, Inc., a tax preparation and accounting business, and has a longstanding connection with Catholic Health Initiatives - Centura Health's Flight For Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Emily Harris is a financial advisor with LPL Financial in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Securities America Advisors, Summit Financial Group, and Capital Resource Group. She is also a commissioned notary public and operates a DBA under her LPL business called Enlightened Wealth Services. 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 offers a range of financial planning and advisory programs, using both discretionary and non-discretionary management supported by proprietary and third-party research, and provides additional services including overlay portfolio management and participant advice programs.

Kimberly Grandinetti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she has operated KAG Consulting LLC and held a leadership position at the Westwood Ridge Home Owners Association. 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 offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Chad Stimpson is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. from 2017 to 2020. Prior to his financial services career, he worked at BB King's Blues Club from 2015 to 2017. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Aidan Cabraja is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at Amazon and spent time in academic roles at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Summer Verdugo is a financial advisor at Edelman Financial Engines with three years of industry experience. She previously worked at UBS Financial Services Inc and Stifel Nicolaus. Outside of her advisory role, she owns SUMoutdoorAdventures, an e-commerce business focused on outdoor products. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.

Candace Allen is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various roles since 2009. Outside of her advisory work, Allen serves as a power of attorney and trustee for family trusts and estates. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines research and planning tools with flexible implementation options, serving clients who meet specific net-worth criteria.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment approach.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in healthcare-related roles, including positions at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brett Weaver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise and Visionworks. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisors.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.

Christopher Fleurat is a financial advisor at OSAIC with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Highland Capital, Investacorp, and Cetera Investment Services. Fleurat also works as a wholesaler of fixed index and fixed annuities with Highland Capital. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and utilizes advanced asset-allocation tools and third-party platforms for portfolio management.

Russ Stallings is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2018 and also co-owns farmland purchased from his grandfather's estate, which he and his wife rent to a local farmer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, affiliated mutual funds, and other financial services supported by a nationwide network of approximately 23,701 advisors.

Courtney Sackett is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Courtney worked at TD Ameritrade and Charles Schwab Bank and has been involved with nonprofit and educational organizations. She serves on the board of the Cancer League of Colorado Foundation, contributing to fundraising and awareness efforts. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios with strategic asset allocation.

John Peterson is a CFP®-certified financial advisor with Edward Jones in Littleton, CO, where he has worked for 25 years. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending services.