Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Carlos Ponce is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on a committee at Ponce LLC, a family partnership involved in managing real estate expenses and property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

James Davis is a financial advisor with Primerica Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advising, he is involved in selling non-investment related home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party managers and custodial services.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory Services and Kestra Investment Services from 2019 to 2026, and Life Transition Planners from 2014 to 2018. Levine also serves as an Associate Advisor at Catalyst Retirement Advisors, where he supports lead advisors in financial planning and client service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced advisor tools.

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

James Ryan is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 license and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Tyler Strunk is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Merrill, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Andrew Ekberg is a financial advisor with Raymond James Financial in Golden, Colorado, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2016 to 2024. He is also an independent contractor and wealth advisor with Garrison Financial Group. 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 investment consulting, supported by analytical tools and a range of advisory programs.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Christina Kimball is a financial advisor with UBS Financial Services in Denver, Colorado. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Kimball has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Benjamin Grasso is a financial advisor at J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting 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 strategies.

Priscilla Peoples is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliates since 2010. Outside of her advisory role, she is involved in a small business ownership through PKC LLC, which was established for bookkeeping purposes on the advice of her CPA. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, primarily focusing on assets held in Ameriprise Managed Accounts.

Geoffrey Sans is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios and incorporates specialized risk management and tax-aware strategies.

Charles Andersen is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and over 52 years of industry experience. He has been with MML Investors Services since 1991 and has also worked with Mutual Benefit Life Insurance Company since 1977. Outside of his advisory role, Andersen owns and manages a pension services firm, Executive Compensation Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Troy Davis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and five years of industry experience. His work history includes roles at Fidelity Investments, The Boeing Company, Jackson National Life Insurance Company, American Eagle Outfitters, and Michigan State University. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to both retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including those for registered investment companies and model portfolios delivered to intermediary platforms.

Anthony Piazza is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines and has held prior roles at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. He is licensed with Series 63 and Series 65 designations and is based in Arvada, CO. 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, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Andrea Kerkhoff is a financial advisor at Edward Jones in Lakewood, CO, with three years of industry experience. She holds a Series 66 designation and has a background that includes roles in fitness and personal training, including ownership and coaching at InPower Fitness and working as a personal trainer at Life Time Fitness. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Jasmine Macias is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Bank of America and Northwestern Mutual. Outside of her advisory work, she manages rental properties in Colorado. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services including model-based and discretionary investment strategies to a range of clients such as individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Weston Parks serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Financial Representative at Bankers Life & Casualty from 2023 to 2024, and as a Tax Associate at Lulloff Leben & Taylor LLC between 2021 and 2023, as well as at Greear Kramer Monaghan PS from 2019 to 2020. In his current role, Parks partners with clients to understand their specific financial goals and leverages his expertise in employer benefits to co-create tailored financial plans. He emphasizes the importance of building strong relationships through competency, reliability, and care throughout the financial planning process. Outside of his professional career, Parks enjoys activities such as attending concerts, fitness, golf, music, and reading.