Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Erik Jackson is a CFP® professional with 14 years of industry experience. He has been with LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. He is also involved with Voyager Home Health Care and has ties to Macalester College, reflecting a diverse professional background. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Gordon Sandeman is a financial advisor at Equitable Advisors in Denver, CO, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party asset management platforms.

Steven Ewen is a financial advisor with Cambridge Investment Research Advisors in Golden, CO, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Client One Securities and various independent insurance agencies. Ewen also owns Ewen Financial Services, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies tailored to client objectives.

Scott Hurley is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. Prior to joining Raymond James in 2019, he worked at TIAA-CREF from 2016 to 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, and public entities, delivering advice on a non-discretionary basis supported by a broad affiliate network and specialized municipal finance capabilities.

Daniel Smart is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously spent 18 years at Citigroup/Citibank and has been with J.P. Morgan Securities since 2026. He holds a Series 66 designation and is based in Denver, CO. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Timothy Solon is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the National Center for Construction Education and Research and Pearson Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Kimberly Edwards is a financial advisor at Edward Jones with 21 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to that, she held roles at Invesco Advisers, Inc., Aim Private Asset Management, and A I M Distributors, Inc. Outside of her advisory work, she is a managing member of Chancellor, LLC, a short-term rental business in Breckenridge, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Dylan Cleary is a financial advisor with Morgan Stanley in Denver, Colorado, holding the CFP® designation along with Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at Maia Wealth, LLC before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is a capital contributor to Hang 10x LLC, an investment group formed to invest in the private company Goodsurf. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques, while clients remain responsible for implementing and updating their plans.

Robert Brezen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary models, serving clients through both direct and corporate financial planning agreements.

Brandon Dill is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has been with RBC since 2005, formerly known as RBC Dain Rauscher. Outside of his advisory role, Brandon is involved in community and artistic activities, including composing music for theatrical productions and serving as Choir Director at Immaculate Heart of Mary Roman Catholic Church. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through multiple managers and emphasizes integrated portfolio management solutions.

Clifford Hickerson is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo since 2010. Clifford is the owner of Cicero Capital Management, LLC, an investment-related business based in Highlands Ranch, Colorado. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of specialized planning services and integrates advisory services with other financial products and referral channels.

Kayla Alexander is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Wells Fargo, among other firms. Outside of her advisory role, she is involved in pet and animal services as a W-2 employee of WOOF HOOF MEW in Arvada, Colorado. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through its network of independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party strategies.

Zachary Ziccardi is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Bank SSB since 2011. Outside of his advisory role, he is involved in residential real estate as a homeowner who has rented a property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alexander Macfarlane Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he is involved in public speaking through Zen of Abundance and operates a Long COVID Relief Program providing consultations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Dustin Friend is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 66 designation. 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, supported by a large national network of financial advisors and branch offices.

Samantha Harvey is a financial advisor at Morgan Stanley in Denver, CO, holding Series 65 and Series 63 licenses with 11 years of industry experience, all spent at Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analytic models.

Kelsey Odey is a financial advisor at LPL Financial with 17 years of industry experience. She has held roles at LPL Financial since 2018 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Odey holds a Series 66 designation and is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michelle Onoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she writes articles several times a year for Denver Woman Magazine, where she also serves as president. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.