Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

Jesse Ellison is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at JPMorgan Chase Bank N.A. and JPMorgan Securities LLC since 2018, following prior roles at TD Ameritrade and Scottrade. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Alex Gallardo is currently a Financial Consultant I at Fidelity Investments, a role he has held since 2026. Prior to this, he served in various capacities within Fidelity Investments, including Planning Consultant, Investment Solutions Representative I, and Financial Representative between 2022 and 2026. Before joining Fidelity, he worked as a Universal Banker II at Bank of the West from 2015 to 2018. These roles have contributed to his experience in financial planning and investment solutions. Alex works with clients to understand their financial needs and goals in order to co-create and customize financial plans that align with their personal circumstances. He emphasizes building lasting relationships and adapting to clients' evolving needs throughout their financial journeys. Outside of his professional responsibilities, Alex has personal interests in baseball, football, hiking, pets, and tennis.

Melvina Carrick is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In her role, she provides financial guidance to clients with an emphasis on understanding their comprehensive financial situations to develop strategies that align with their personal values and long-term objectives. Her approach involves crafting tailored financial plans to help clients navigate life transitions and pursue their goals through a personalized wealth management framework. Melvina’s areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as retirement income and individual and corporate investment strategy. She holds a Bachelor’s degree from the California State University System and maintains the Professional Investment Advisor (PIA) designation. In addition to her professional responsibilities, Melvina engages with community organizations such as the American Heart Association, Leukemia & Lymphoma Society, and St. Cecilia Church.

David Sprague is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Charles Schwab and Charles Schwab Investment Advisory for nearly a decade. He is also involved with On Tap Credit Union in an investment and wealth management role and operates a home-based business for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting various investment approaches including discretionary and non-discretionary strategies.

Alexa Magnino is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Prior to her financial services career, she was employed at Goldsmith Gallery Jewelers and the University of Wyoming. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that utilize structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports a broad range of retail and institutional investment offerings.

Mason Rowe is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Alliance Trust Company, McDonald Carano LLP, Tesla, and several other organizations across diverse sectors. He has also been involved with University of Nevada, Reno, and HMT Consulting Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive advisory role with multiple registered investment companies and fund-of-funds.

Dana Brown is a financial advisor with Wells Fargo Clearing in Wheat Ridge, CO, holding Series 63 and Series 65 designations and nine years of industry experience. Brown has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm employs a large network of advisors and offers brokerage and advisory solutions supported by extensive research and analytics.

Wendy Halingstad is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her career includes roles at Cambier Investment Group, Meridian Wealth Management, Western Wealth Management, LPL Financial, and Icon Distributors. Outside of financial advising, she is a member of a family-operated home repair business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management strategies adapted to client goals.

Morgan Ureel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan entities in the U.S. and Switzerland since 2016, including JPMorgan Suisse SA and JPMorgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework when recommending strategies.

Peter Mangold is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in rental property management as a sole proprietor and owner. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary financial modeling tools.

Jayna Palella is a financial advisor at J.P. Morgan Securities LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work experience includes positions at Legends and various roles during her time at Ohio State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Andrew Kloppenburg is a financial advisor with Edward Jones in Denver, CO. He holds a Series 66 designation and has eight years of industry experience, having previously worked at Rosemann & Associates and The University of Kansas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer for the Timber Fox Condo Association in Winter Park, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Sarad Tomlinson is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has previously worked with JP Morgan Securities, Merrill, Bank of America, and Morgan Stanley. 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 investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Emma Comiskey is a financial advisor at Edelman Financial Engines with a Series 65 designation and experience beginning in 2021. Prior to joining Edelman Financial Engines, she worked at Northwestern Mutual and Umpqua Bank. She also spent five years at Oregon State University and four years at Montgomery High School. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Brett Bengtson is a financial advisor with Ameriprise in Arvada, Colorado, holding Series 63 and Series 66 licenses and with 21 years of industry experience. His career includes roles at LPL Financial, Investment Centers of America, and Jackson National Life Distributors. He owns and operates an LLC established to manage his Ameriprise practice. Ameriprise offers a retirement-income planning service targeting clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.