Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Edward Jones in 2019, he worked at The Vanguard Group, Folio Investments, and T Rowe Price. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of 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 at JP Morgan Securities, Merrill, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.

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.

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.

Jeffrey Miller is a Series 66-credentialed financial advisor with Merrill in Denver, Colorado, where he has worked since 2009. He has 17 years of industry experience. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment strategies implemented by Managed Account Advisors LLC and Merrill’s Chief Investment Office within Bank of America’s broader platform.

Lucas Amell is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 66 licenses with nine years of industry experience. He has worked with firms including Securities America and Packerland Brokerage Services. Outside of his advisory role, Amell serves on the board of the Friends of Wehr nature center, focusing on environmental education, and is a board member of the Hales Corners Chamber of Commerce. He also provides college funding coaching through educational seminars and financial consultations. MML 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 programs, structuring client relationships around comprehensive, collaborative annual planning engagements.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Diana Endriss is a financial advisor at Merrill with 20 years of industry experience and holds a Series 66 designation. She has been with Merrill since 1996. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm leverages its integration with Bank of America’s broader platform to provide access to a wide set of investment products and services.

Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Zach Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously with Charles Schwab & Co. Inc from 2016 to 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Diane Padalino is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in advising clients who have experienced liquidity events, including entrepreneurs, as well as divorced or widowed individuals. Her expertise encompasses navigating market volatility, structuring philanthropic endeavors, and guiding families in cultivating financial stewardship across multiple generations. Diane’s approach to wealth management is informed by her early career experience on the fixed income trading floor at JPMorgan in New York, where she advised companies on bond financings, interest rate derivative strategies, foreign exchange, and liability management. Diane began her financial services career in 1993 and moved to Denver in 2001, working with high-net-worth families first at JPMorgan’s Private Wealth Management Group, followed by Goldman Sachs for over six years, before joining Merrill Private Wealth Management in 2013. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a B.S. degree in Management and Finance, awarded Summa Cum Laude from Binghamton University, part of the State University of New York system. Diane is also a member of Kent Denver and serves on the Marketing and Strategic Alliances Committee at The Denver Art Museum. Outside of her professional work, Diane enjoys hiking, reading, and spending time with her family. She resides in Colorado, where she engages with the local community through her involvement in cultural organizations.

David Nash is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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.

Vincent Atkinson is a financial advisor at UBS Financial Services in Denver, CO, with one year of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank and eXp Realty. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Austin Mcstraw is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at LionBridge, Low VA Rates, Mountain America Credit Union, and Domino's Pizza. Outside of his advisory work, he owns Merry & Bright Lighting Co LLC, a business that installs Christmas lights for residential homes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs supported by proprietary and third-party research, including model portfolios, discretionary management, and various wealth management solutions.

Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Patrick Mckim is a CFP® with 34 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2014 and also operates Prospera Wealth Management Solutions LLC. Outside of his advisory role, he is the owner of a financial services firm used for tax reporting purposes and holds a license to sell life and long-term care insurance. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melva Casana is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with 11 years of industry experience. She previously worked at Charles Schwab and Schwab Wealth Investment Advisory Inc. before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Mark Johnson is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Thrivent Financial since 2017. Outside of his advisory role, he serves on the Finance Team at St. Luke's United Methodist Church, assisting with oversight of the church’s fiscal budget and general fund. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.