Galo Medina is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Avantax in various advisory and insurance-related roles. Outside of his financial services career, he supervises the Froggie Five-O safety escort program for the Texas Christian University police department. Cetera Investment Advisers LLC serves individual, corporate, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Kayla Alexander is a financial advisor with Cambridge Investment Research Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes roles at Fidelity Investments, Wells Fargo, and Energy Fuels Resources. Outside of financial services, she is employed in pet and animal services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations by offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions, including proprietary and third-party model strategies, under various custody and platform arrangements tailored to client objectives.

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, Colorado, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and market modeling techniques.

Kelsey Odey is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with 17 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and UBS Financial Services. She is also a co-owner of Vargas Wealth Management, LLC, an entity associated with her 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, and institutional platforms.

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.

Giana Ramsey is a Series 66-licensed financial advisor with Edward Jones in Lakewood, CO, holding one year of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jessica Urbanski is a CFP® with 17 years of industry experience, currently with Wells Fargo Advisors in Denver, CO. Her prior roles include positions at Morgan Stanley and AMG National Trust Bank. Outside of financial advising, she is a silent partner in a warehousing, transportation, and logistics business based in Colorado. Wells Fargo Advisors is an institutional firm serving a broad client base with diversified investment strategies.

Gary Poling is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors, Inc. and True North Capital Group since 2009. Outside of his advisory role, he serves as president and independent contractor of True North Capital Group, overseeing payroll and employees. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Vincent Kalbach is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has been with Cambridge since 2009 and previously worked at Altius Financial and LPL Financial. Kalbach is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and investment strategies tailored to client objectives.

Don Stewart is a financial advisor with LPL Financial in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Transamerica Financial Advisors and operates two CPA firms focused on tax preparation and accounting services. Stewart also serves as a notary in Denver. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms supported by advanced research and technology tools.

Richard Herbert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 36 years of industry experience. His prior work includes roles at Waddell & Reed, New England Securities, Mass Mutual Investors Services, PRUCO Securities, and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies across multiple platforms.

Matthew Arminio is a Financial Consultant at Fidelity Investments. He works with clients and families to understand their unique needs and collaborates with them to create plans that align their financial goals with their financial strategies. Matthew has been with Fidelity Investments since 2021. He has held roles including Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. His experience spans various aspects of investment consulting and financial planning. No information about his education, credentials, personal interests, or community involvement has been provided.

Shai Rikon is a financial advisor with Edward Jones in Littleton, CO, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has worked at Edward Jones since 2012. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bradley Cooke is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Fisher Investments, Ameriprise, Fidelity Investments, and several other firms. Outside of advisory work, he serves as a for-profit board member for DUBL, a company based in Colorado. 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 institutions. The firm offers a wide range of financial planning and investment solutions, combining extensive technology tools and broad non-advisory financial activities with oversight of substantial discretionary assets.

Nicholas Bosso is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has held roles at several firms, including Cetera Wealth Services, Lighthouse Advisors, and Collabera. Outside of his advisory work, he creates gaming and music content as a Twitch streamer. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment program structures and strategies.

Ann Post is a financial advisor at Morgan Stanley in Denver, CO, with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Alyssa Cadavid is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. She collaborates closely with clients to develop customized financial plans that align with their short- and long-term goals. Alyssa prioritizes forming strong relationships with her clients and their families, emphasizing trust, reliability, and competence in her work. Her experience at Fidelity Investments includes positions such as Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate, spanning from 2021 to her current role in 2024. This progression reflects her growing expertise in investment solutions and client relationship management. Outside of her professional responsibilities, Alyssa enjoys board games, camping, comedy, concerts, skiing, and traveling.