Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.

Melissa Corrado Harrison is a Series 66 licensed financial advisor with UBS Financial Services in Denver, Colorado. She has 25 years of industry experience and has been with UBS since 2015. Harrison serves on the Board of Directors for Judi's House, an organization supporting families who have lost a parent or sibling, and is a member of the Board of Advisors for ACE Scholarships Colorado. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Amy Clemens is a financial advisor at Edward Jones with four years of industry experience. She holds Series 66 and Series 63 registrations. Her prior experience includes roles at JPMorgan Chase, New York Life, Fidelity Investments, Guild Mortgage, and the Young Americans Center for Financial Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Cody is a financial advisor with LPL Financial based in Denver, Colorado, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 12 years with Securities America Advisors, Inc., as well as time at Hornor, Townsend & Kent, LLC and New England Securities. Cody is also involved with Latitude Financial Group, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining technology tools with a broad financial services platform.

Keith Stechmesser is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning in areas such as retirement, tax, estate, and business continuation, with the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.

James Hoysick is a financial advisor with OSAIC in Littleton, CO, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. His work history includes tenures at Cetera Investment Services, Foresters Advisory Services, and Foresters Financial Services. He serves on the Littleton YMCA advisory board for building and grounds. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through multiple advisory platforms.

Adam Strickman is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through SKC, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Travis Mitchen is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has worked at multiple firms including Avantax Advisory Services and operates Ozark Financial Group, where he manages client portfolios and financial plans. Mitchen also has involvement with Mitchen Wealth Management as an associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment strategies across various program structures.

Ryan Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Andrew Elam is a Series 66-licensed financial advisor with Ameriprise, based in Thornton, CO, and has one year of industry experience. Prior to joining Ameriprise, he was with Equitable Advisors, LLC for one year. Outside of finance, he has been involved with College Hunks Hauling Junk & Moving since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

John Prichard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for six years and at Dorsey Pictures for four years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Isaac Suazo is a financial advisor with LPL Financial in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at BancWest Investment Services, Inc. and Bank of the West starting in 2017, and he has experience at Edward Jones from 2016 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Stotler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in youth soccer organizations as a referee and holds a co-ownership interest in a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services across a broad spectrum of investment and planning needs.

Randolph Huiting is a CFP® and CFA® with 34 years of industry experience. He currently works at Raymond James Financial Services Advisors, Inc. and previously spent 12 years with Wells Fargo Advisors. He serves as president of Huiting Wealth Management Group, managing and conducting all aspects of the business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory and municipal advisory services.

Sibyl Samuel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery discussions and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize scenario modeling but generally do not include individual security recommendations.

Jereme Jones is a Financial Consultant currently serving at Fidelity Investments. In his role, he focuses on helping individuals and families develop clear financial strategies, personalized plans, and provides ongoing guidance to support their financial futures. Jereme has progressive experience in the financial industry, having worked as a Financial Consultant and Planning Consultant at Fidelity Investments since 2022. Prior to that, he held positions as a Financial Advisor and Premier Banker at Wells Fargo Advisors and Wells Fargo Bank, respectively, from 2014 through 2022. He holds a California Insurance License. Outside of his professional work, Jereme enjoys baseball, biking, football, and family activities.

Gary Dorsheimer is a financial advisor with Edward Jones in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in real estate as an owner and landlord of both residential and commercial properties through various entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Akio Ohtake Gordon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Piper Sandler & Co. and held roles in areas including security technology and pilot training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Seema Kinra is a financial advisor at Morgan Stanley in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Robert W. Baird & Co. Incorporated and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured processes and firm-approved tools.