Matthew Koth is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, N.A., and Merrill. Outside of his advisory role, he is involved with the Westminster Soccer Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Isabella Bright is a CFP® professional with two years of industry experience, currently affiliated with Cetera. She has held roles at Altitude Investment Management and Cetera Wealth Services and has a background that includes eighteen years at The University of Alabama and fourteen years with Jefferson County Schools. Bright is also a partner in Premier Financial Benefits, LLC, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party and affiliated investment managers.

Jill Bischoff is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014 across multiple periods. Outside of her advisory role, she owns a jewelry-making business in Broomfield, CO. 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 financial advisors and branch offices across the country.

Andria Lundquist is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and one year of industry experience. Her prior experience includes roles at State Farm, Charles Schwab & Co., Inc., and Johnson and Boge Insurance. Outside of her advisory work, she owns and operates Vending Empress LLC, managing four vending machines that sell retail non-food items. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering goal-based analyses across a broad range of planning topics without discretionary portfolio management.

Lauren Husney is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Elizabeth Pastore is a Series 66 licensed financial advisor with Edward Jones in Golden, Colorado, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she owns a rental property in Florida that is managed by a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Tamara Wendoll is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 26 years of industry experience. Her career includes roles at Dunham and Associates Investment Counsel, Inc., Kelmoore Investment Company, Inc., Pacific Premier Bank, and Columbia Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Matthew Gross is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Bank since 2021 and previously with GWFS Equities and Umb. Gross serves as a board member of the West Star Homeowners Association in Lakewood, CO. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Imker is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliate since 2009. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide annual, written recommendation reports delivered through a centralized consulting team in partnership with advisors like Imker.

Jeremiah White is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Jeremiah utilizes a needs-based planning approach combined with his diverse career experience and CFP credential to address the unique needs of individuals and families. He focuses on creating customized client experiences by developing personalized financial roadmaps. His professional background centers on financial consulting and investment guidance within Fidelity Investments.

David Martinez is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Morgan Stanley, J.P. Morgan Securities, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carlos Marquez is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various capacities since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and offers both discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, and traveling.

Laura Olmedo is a financial advisor with Mass Mutual Investors Services in Denver, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior experience includes roles at Five Peaks Capital Group, Eagle Strategies, and New York Life Insurance Company. 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 and asset management services, using firm-approved tools to provide goal-based recommendations through ongoing collaborative relationships.

Amanda Vigil is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and CIBC Private Wealth. She serves as co-trustee and conservator for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Tyler Wofford is a financial advisor with LPL Financial in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience, including prior roles at J.P. Morgan Securities and U.S. Bank. His background also includes work in marketing and consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive advisor tools and a broad platform of investment options.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. 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 strategies.

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. 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, supported by a nationwide network of more than 23,700 financial advisors.

Heather Goulding is a financial advisor with Edward Jones in Denver, CO. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She 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 and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.