Chance Dahle is a financial advisor at Ameriprise with six years of industry experience. He has worked previously at The Central Trust Bank, LPL Financial, and Northwestern Mutual, and was involved with University of Missouri Athletics prior to his advisory career. Dahle holds Series 63 and Series 66 licenses. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Trinity Clancy is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she is involved with Infinity Insurance Strategies, Inc., an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research from LPL and third-party sources.

Remington Rabins is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. Rabins serves as a board member for Ronald McDonald House Charities Denver, which provides free housing to families with seriously ill children receiving care in the area. 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 combines these with an ESG eligibility framework and provides non-discretionary advice through a select group of Wealth Advisors.

Matthew Rich is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for LiFT Academy, an educational organization focused on supporting traditional students and those with neurodiversities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Andrew Mouw is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Baker Tilly and involvement with various organizations such as Momentum Volleyball Club and Grand Canyon University Beach Volleyball. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Donald Jaramillo is a ChFC®-designated financial advisor with 24 years of industry experience, currently with Edward Jones since 2022. His prior experience includes a four-year tenure at COUNTRY Capital Management Company. Outside of his advisory role, he owns a family business LLC related to a property in Golden, Colorado. 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.

Timothy Stenger is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Transamerica and JP Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Westley Wilson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021. Prior to that, he was employed at BNY Mellon from 2017 to 2021. J.P. Morgan Securities LLC 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 its recommendations.

Bailey Conley is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2019, Bailey worked at Randstad and UC San Diego. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Kayla Lane is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2023, she worked at Fidelity Brokerage Services LLC and JPMorgan Chase, among other roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Parcells is a financial advisor at Osaic Wealth, Inc. in Boulder, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at First Command Insurance Services and self-employment, as well as service in the US Army. He is the sole owner of Mark F. Parcells MBA, LLC, a personal business related to his advisory work. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and multiple investment platforms to construct portfolios across a range of asset classes.

Hector Santamaria II is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Excellos, and Fate Therapeutics, among others. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, with investment strategies supported by the firm’s Global Investment Committee.

Andrea Vlad is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Morgan Stanley, RBC Capital Markets, PFM Asset Management, and Stifel. Vlad holds Series 63 and Series 66 credentials and is based in Boulder, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and delivers tailored recommendations supported by Wells Fargo research and tools.

Rick Berry is a financial advisor with Morgan Stanley in Denver, CO, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, Berry is involved with Kroenke Sports and Entertainment, endorsing the Game of Hockey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment programs alongside brokerage and principal trading activities.

Andrea Ervin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008, with a brief period of unemployment in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through various investment managers and strategies.

Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nozomi Kido is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Kido served in the United States Navy from 2020 to 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and industry research to support its financial planning process.

Charles Powell is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Darren Scott is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is involved in performing and fine arts, including music performance, education, writing, and multimedia streaming. He also works occasionally as a driver for ride-sharing and food delivery services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Chad Adams is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving clients at UBS Financial Services in Denver, Colorado. He has been with UBS since 2005. Outside of his advisory role, he is involved in a small car-sharing business operated with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions tailored to client goals.