Nicholas Dodds is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Northwestern Mutual Wealth Management Company, Vanguard Group, and USAA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Svitlana Murtha is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies.

Seth King Jr. is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including roles at Pinnacor Financial Group and Cambridge Investment Research. He is an owning partner in a firm selling life, long-term care, disability, and fixed annuity products and serves on the board of Operation Strength Inc., a nonprofit assisting vulnerable individuals affected by crisis or chronic need. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment solutions tailored to client objectives.

Andrew Kret is a financial advisor at Raymond James Financial Services Advisors, Inc. with 15 years of industry experience. He holds the Series 65 and Series 63 credentials. His career includes over a decade at Northwestern Mutual Wealth Management Company and ongoing involvement with Sky Hawks and Jordan Smith. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to inform client recommendations.

Charlene Hunt is a CFP® professional with over 10 years of experience in financial advising. She has been with Edward Jones in Denver, CO since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices, providing both discretionary and non-discretionary strategies along with affiliated mutual funds and other financial services.

Jaclyn Wuth is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2017. In this role, she coaches skilled professionals to deliver planning experiences tailored to clients' unique needs. Her career at Fidelity Investments began in 2004, and she has held various positions including Assistant Branch Leader, Branch Service Manager, Relationship Manager, Team Manager, Team Leader, Service Delivery Specialist, and Retirement Services Specialist. Throughout her tenure, Jaclyn has developed expertise in branch leadership and client relationship management, contributing to the firm's service delivery and planning capabilities. Her extensive experience within Fidelity Investments reflects a consistent progression through roles focused on client service and team leadership. Outside of her professional responsibilities, Jaclyn's interests include the beach, social events with friends, pets, singing, theater, and volunteering.

Jackson Mccausland is a financial advisor at Osaic with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., Perella Weinberg Partners LP, and The Vanguard Group, Inc. Outside of finance, his background includes a brief role at Tahona Tequila Bistro. Osaic Wealth, Inc. serves a diverse client base comprising retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports a variety of platform programs and third-party solutions.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Loc Nguyen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of advisors dedicated to serving the community through comprehensive financial planning. Prior to his current position, he served as Vice President and Financial Consultant at Fidelity Investments from 2010 to 2022. Throughout his tenure at Fidelity Investments, Loc Nguyen has focused on helping individuals achieve their financial goals through personalized planning and consultation.

Luke Nowakowski is a Financial Advisor at Merrill Lynch Wealth Management, where he collaborates with professionals and their families to develop financial plans that align with their goals. He works as part of the Burns / Nowakowski Group, which has over 30 years of experience serving clients in managing their financial situations. Luke's approach focuses on helping clients navigate financial decisions by identifying their priorities and constructing tailored plans. He emphasizes transparency and takes his responsibility seriously in managing his clients' financial well-being. His expertise includes comprehensive financial planning and investment advisory services. He grew up in Orchard Park, NY, and holds a bachelor's degree in Political Science from Wittenberg University. After college, Luke served in the United States Air Force as a photojournalist and pursued an MBA at Regis University while enlisted. Following his honorable discharge, he entered the wealth management field, continuing his family legacy in the profession. Luke holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He currently resides in Buffalo, NY, and participates in sports and outdoor activities during his free time.

Daniel Schultz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2009. Outside of advising, he is a co-owner of Normark, LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through affiliated companies.

Steven Pastore is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2005. He holds the Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Marc Pasquariello Williams is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he operates a small tennis racquet stringing business and serves on the board of a nonprofit focused on early childhood education. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies that incorporate in-house and third-party managers, along with integrated financial planning and brokerage services.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.

Anita Wingfield is a financial advisor at RBC Capital Markets with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC since 2013. Outside of her advisory work, she operates Choppy's Kraft Shack LLC, a small crafts business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning through various advisory programs that utilize a blend of in-house and third-party investment resources.

Max Buhler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Concordia Capital and an internship at Brigham Young University during his studies there. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with involvement in model portfolio delivery and fund governance.

Ronald Charles Kemp is a financial advisor with UBS Financial Services in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Christopher Worrall is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its related entities from 1987 to 2023. Outside of his advisory role, he is involved in non-variable insurance sales. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Dylan Lenderink is a financial advisor with Wells Fargo Clearing in Brighton, CO, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. He serves as treasurer for Cherry Creek Farm HOA in Greenwood Village, CO. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research and analytics from the Wells Fargo Investment Institute and third-party sources.

Darby Affeldt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Their background includes roles at Minnesota Life Insurance, Securian Financial Services, and North Star Consultants. Outside of advising, Affeldt is involved in wealth and wellness coaching focused on financial empowerment for women and serves on the advisory board of a nonprofit animal hospital working to expand veterinary services. Cetera Investment Advisers LLC is a large institutional firm that provides comprehensive portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform with access to affiliated and third-party managers.