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.

James Scatena III is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ Advisory Risk Profiles.

Matthew Gross is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 65 and Series 63 designations and 16 years of industry experience. He joined Wells Fargo Clearing and Wells Fargo Bank, NA in 2021 after previous roles at GWFS Equities, Inc. and Umb. Gross is a board member of the West Star Homeowners Association in Lakewood, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, relying on research from Wells Fargo Investment Institute and using diversification principles and modern portfolio theory in its investment approach.

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.

Pamela Stoner is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 30 years of industry experience. She previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. The firm, Raymond James & Associates, is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

Lissette Barrios is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has built her career since 1993. As senior partner of the GR Wealth Management Group, she leads a team that takes a comprehensive, client-focused approach to wealth management. The group emphasizes understanding clients and their families deeply—considering financial situations, priorities, risk tolerance, liquidity needs, and investment goals—to develop tailored strategies. Their client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette also serves as a Senior Portfolio Advisor within Merrill’s Investment Advisory Program, managing discretionary, customized investment strategies that draw on a broad range of Merrill and third-party solutions. Lissette holds multiple professional credentials, including the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a bachelor's degree in Economics from Barat College of Lake Forest, which was subsequently acquired by DePaul University. Fluent in English and Spanish, Lissette focuses on client areas such as family wealth management, legacy and philanthropic planning, retirement income, portfolio management, and education planning. Outside of her professional work, Lissette resides with her husband and two sons in the Northern Suburbs. The family supports several humanitarian and research organizations, including the American Cancer Society, United Way, and Special Olympics. In their free time, they enjoy outdoor activities, attending their sons’ soccer games, hiking, interior decorating, and traveling.

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.

Blair Lanigan is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. His work focuses on corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a Bachelor's Degree from the University of Colorado. Blair emphasizes building strategic, tax-efficient, and cost-effective financial plans through close collaboration with clients and coordination with outside professionals such as attorneys and accountants. Outside of his professional role, Blair is involved in community initiatives including BBSC Triathlon, Goodwill, Junior Achievement, and Reading Partners. He is fluent in English and Spanish.

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.

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.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory work, she serves on multiple governance boards for community health organizations in Thornton and the Mountainland pediatric practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Tanisha Simon is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 license with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.