Summer Verdugo is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Stifel Nicolaus. Outside of her advisory role, she owns and operates SUMoutdoorAdventures, an e-commerce business focused on design. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner guidance and online tools, offering a range of discretionary and non-discretionary investment solutions.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Barney is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. Matthew is a board-certified financial planner (CFP®) with over 20 years of experience in financial consulting. His expertise lies in helping families and individuals develop personalized financial plans tailored to their unique needs. He works collaboratively with clients to build, improve, and monitor their financial strategies over time. He holds a California Insurance License. Outside of his professional work, Matthew's personal interests include fitness, playing musical instruments, music, and reading.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment approach.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held positions in healthcare, including roles at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and investment services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Andrew Kim is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Retirement Consultant at GWFS Equities, J.P. Morgan Institutional Investments, and Chase Investment Services, as well as serving as an Individual Consultant for Advisory Investment Services at TIAA-CREF and a Retirement Education Specialist at J.P. Morgan Institutional Investments. With over 20 years of experience in the financial industry, Andrew specializes in assisting high net worth clients with comprehensive financial planning. He focuses on developing, implementing, and maintaining personalized financial strategies to help clients pursue their financial goals. Outside of his professional work, Andrew enjoys snowboarding and traveling.

Sean O'Kelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.

Quinton Morckel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Fidelity Investments and U.S. Bank. J.P. Morgan Securities 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 to guide investment recommendations.

Curt Garner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, Garner co-owned Timberline Coffee Company LLC and has maintained bookkeeping services for churches and nonprofits through Forest Financial LLC since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Jessica Tai is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Morgan Stanley. Tai is based in Denver, CO. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, employing a range of investment strategies and offering both discretionary and non-discretionary management options.

Courtney Sackett is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Courtney worked at TD Ameritrade and Charles Schwab Bank and has been involved with nonprofit and educational organizations. She serves on the board of the Cancer League of Colorado Foundation, contributing to fundraising and awareness efforts. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melissa Levesque is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Merrill, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.