Sebastian Colsman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation. He has experience working at Morgan Stanley since 2025 and previously held roles at JPMorganChase, Frankfurt School of Finance & Management, and Johnson & Johnson. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Connor McKee is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he collaborates with clients to understand their financial goals and needs, developing and adjusting plans to provide confidence and reduce uncertainty in their financial lives. Connor has been with Fidelity Investments since 2019, gaining experience in various roles including Planning Consultant, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. This progression has provided him with a broad understanding of financial services and client support. No information about education, credentials, personal interests, or community involvement has been provided.

Katie Hallen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2012. She is also an investor and partial owner of Hallen Ventures LLC, a family LLC for tax and estate planning purposes. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Kelsey Spalding is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, she worked at The Retro Room from 2016 to 2020. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kathleen Strother is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmond Johnson IV is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Pretty Vacant Woodshop LLC and the Hough Johnson Advisor Group. Outside of finance, he has experience working in small business and retail environments. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning methods to deliver tailored investment recommendations.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has been with Edward Jones since 2019 and has prior work experience in various roles at companies including Amazon, Cost Plus World Market, and Alta Tutoring. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm is notable for its extensive retail advisor network, affiliated mutual funds, and additional services such as trust management and securities-based lending.

Kristofer Copeland is a financial advisor at Mass Mutual Investors Services with the ChFC® designation and Series 66 license. He has five years of industry experience, including roles at Brown Brothers Harriman and Co and Learfield-IMG College. In addition to his advisory work, he operates as an independent insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. 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, asset management, and educational seminars, employing firm-approved tools and collaborative, annual planning engagements.

Timothy Hall is a CFP® and ChFC® with 16 years of experience in financial advisory services. He is currently with Raymond James Financial Services Advisors, Inc. and previously worked at Northwestern Mutual Wealth Management Company for 12 years. In addition to his advisory work, he owns Banana Stand Enterprises, which operates Garrison Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs in municipal finance and employer retirement plans.

Michael Sutton is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Ball Aerospace, Delivered Services LLC, and Bell Helicopter. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Gina Duryea is a financial advisor with OSAIC based in Evergreen, Colorado, holding a Series 63 designation and possessing 35 years of industry experience. She worked at Securities America Advisors and Securities America Inc. for eight years before joining OSAIC in 2024. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys, which focuses on travel reporting and trip booking. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and investment advisory services along with financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various account management options across multiple advisory platforms.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 17 years of industry experience. He 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Jessica Beck is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, and Bank of the West. Beck is involved with the Women's Estate Planning Council in Denver, serving as a Programs Co-Chair and member. Cambridge Investment Research Advisors is a large SEC-registered adviser serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing a range of portfolio management solutions and utilizing both proprietary and third-party investment strategies.

Sean Horsley is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting individuals, families, and business owners with customized strategies for wealth accumulation, distribution, and preservation. His expertise spans family wealth management, legacy planning, retirement income, portfolio management, tax minimization, and both individual and corporate investment strategies. A native of Denver, Sean holds a Bachelor's Degree from the University of Colorado System. He is a Personal Investment Advisor (PIA) by designation. Outside of his professional role, Sean enjoys outdoor and recreational activities such as camping, skiing, golfing, tennis, and woodworking, and values spending time with his wife and two children.

Zachary Runberg is a financial advisor with Morgan Stanley in Denver, CO, holding Series 66 and Series 63 designations and seven years of industry experience. His prior roles include positions at Black Creek Capital Markets, Versus Capital Advisors, and Foreside Funds Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

James Golden is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Golden serves on the finance committees of Golden View Classical Academy in Colorado and Our Lady of Lourdes Catholic Church in Missouri. 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 advisors and branch offices nationwide.

Mark Tighe Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2018 and has held various roles in insurance agencies and business associations in Colorado. Outside of advising, he is involved with the Evergreen Chamber of Commerce and operates under the DBA WealthClarity for his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third‑party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Darin Hammerschmidt is a CFP® professional with 18 years of industry experience, currently serving at LPL Financial since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers. He is active in community organizations, including the Kiwanis Club of Lakewood and the West Chamber Serving Jefferson County. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Zachary Sherin is affiliated with Osaic Wealth and holds a Series 66 designation. He has one year of industry experience and previously worked at Deloitte Consulting LLP for three years. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple advisory platforms. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include a variety of investment types.

Blake Finlayson is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive plans aimed at helping them achieve their financial goals. He has been with Fidelity Investments since 2021, progressing through roles from High Net Worth Service Associate to Financial Representative before assuming his current position. Prior to joining Fidelity, he gained experience as a Service Banker at Bank of the West from 2020 to 2021. Blake's professional background spans client service and financial planning, with a focus on high net worth clients and individual financial consultation. His role involves working closely with clients to understand their financial situations and developing tailored strategies to meet their objectives. Outside of his professional responsibilities, Blake enjoys activities such as spending time with family, exploring food interests, socializing with friends, golfing, and engaging in outdoor adventures.