Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds.

Michael Countryman is a CFP®-designated financial advisor with Edward Jones in Arvada, CO, having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a USA Swimming Meet Official for the North Jeffco Swim Team in Arvada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Jennifer Trembley is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Trembley serves on the Board of Directors for the Women's Estate Planning Council and acts as a liaison with the National Association of Estate Planners & Councils. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Brandie Fish is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and 26 years of industry experience. She also operates Brandie Fish LLC as an independent life coach, providing guidance and support to clients to help them set and achieve personal goals. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliations within the J.P. Morgan organization.

Oleg Metsaev is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at MetLife Securities from 2005 to 2017 and Massachusetts Mutual Life Insurance Company since 2016. He also operates a fee-based financial planning business under the DBA Financial Planning Group in Arvada, Colorado. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved software tools and delivers recommendations focused on investment categories and strategies.

Mark Chapline is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously held roles at the University of Colorado - Boulder, General Assembly, and DISH Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Florentina Soare is a financial advisor with Fidelity Investments in Denver, CO, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, she worked at The Grad Team and has entrepreneurial experience as the sole proprietor of Florii Photo LLC, a wedding photography business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Maximillian Watkins is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Fidelity Investments and has held roles at several other organizations including Rosetta Hall and the University of Colorado Boulder. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and an operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Audrey Ingram is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2012. Additionally, she is a commissioned notary public in Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools to offer tailored recommendations across various specialized planning areas.

Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Bryan Jaszczak is a financial advisor at Edward Jones in Louisville, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Equitable Advisors and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Philip Yanaros is a Financial Consultant at Fidelity Investments. He joined Fidelity in 2016 and has held various roles within the company, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Representative at Barnum Financial Group from 2015 to 2016. Philip focuses on partnering with clients to pursue their financial goals. He utilizes Fidelity's access to information, tools, and experience to support his clients' financial well-being. His professional experience spans several years within the financial services industry, with a focus on investment consulting and relationship management.

Wesley Weise is a financial advisor with Merrill in Denver, CO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Murray serves as a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role she has held since 2023. She works with clients to develop financial plans that align with their individual goals and values, providing guidance to support long-term financial confidence and utilization of Fidelity's resources. Prior to her current position, Emily accumulated experience at Fidelity in roles including Workplace Planning Consultant (2022-2023), Premium Client Services (2022), and Customer Relationship Advocate (2021-2022). This progression reflects her expanding expertise in client service and financial planning within the company. Outside of her professional work, Emily has interests that include attending concerts, fitness activities, culinary experiences, outdoor adventures, caring for pets, and traveling.

Julie Papacek is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Cetera entities since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple investment strategies and program structures.

Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kyle Kinsinger is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and 11 years of industry experience. He has worked at Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, Kinsinger is involved as the owner and operator of a rental property LLC and serves as head coach for a youth soccer team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separation of these services.

John Schaecher is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Leo Lauterbach is a financial advisor at Edelman Financial Engines with five years of industry experience. He has previously worked at Personal Capital, Empower Advisory Group, Empower Financial Services, and Omni Financial. He holds a Series 65 designation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.