Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Daniel Herda is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates. Outside of finance, he worked in waterfront restoration and the food service industry before his advisory career. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Shannon Hertzog is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Hertzog held positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Craig Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience within the firm. He has practiced in New York, Hong Kong, and Boulder, Colorado. For the first 12 years of his career, he worked on the municipal bond desk, transitioning to a financial advisor role nine years ago. In this capacity, he collaborates with high net worth individuals and families to support their long-term financial goals. His areas of client focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds a Bachelor's degree from the University of Florida and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Craig is committed to the Merrill tradition of community involvement and volunteers with organizations in his local community. Outside of work, his interests include biking, hiking, music, skiing, and spending time with his family.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked with various divisions of Fidelity since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Robert Mc Allister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Jennifer Pierce is a CFA® charterholder and financial advisor with UBS Financial Services in Denver, CO, where she has worked since 2021. She has six years of industry experience, including nine years at Wells Fargo Bank. Pierce is a finance committee member at Hope House of Colorado, a nonprofit providing support programs for parenting teen mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates in multiple financial markets and product areas.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. She is also the owner of Redding Tax Strategies, LLC, a tax-related business unrelated to investment advisory. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering strategies primarily through model-based portfolio recommendations supported by third-party managers and custodians.

Cameron Sisbarro is a financial advisor with Morgan Stanley in Denver, CO. He holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience including roles at the University of Denver and various service positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Eric Zellweger is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner of Redeux Development, a local homebuilder in Denver, and serves on the advisory board of Our Lady of Lourdes Catholic Church and School. 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 applying an ESG eligibility framework in its recommendations.

Dan Weinberger is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors, where he has worked since 2009 in various capacities within the Wells Fargo organization. Outside of his advisory role, he manages an independent wealth practice and is involved in property management alongside his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

Max Potosme is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. He previously worked at Western Wealth Management, Mass Mutual Investors Services, and MetLife Securities. In addition to his advisory role, he is involved with Clear Sky Insurance Agency, where he serves as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Trevor Dietrich is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining LPL Financial in 2023. Outside of his advisory role, Trevor is involved in a multi-level marketing business called LIVE PURE. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

Thomas Hellmuth is a Vice President and Financial Consultant at Fidelity Investments. He assists clients in creating financial plans tailored to their individual goals and helps them utilize Fidelity's resources effectively. Thomas has broad experience in the financial sector, having worked as a Financial Consultant at Fidelity Investments since 2022 and previously as an Advisor at TA Holland from 2018 to 2022. He also worked as a Manager at Scottrade from 2011 to 2018.

David Strand is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving at their Lafayette, CO office. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.