Anthony Urrutia is a financial advisor with LPL Financial based in Lafayette, CO, holding a Series 66 designation with eight years of industry experience. His career includes roles at Edward Jones, Farmers Financial Solutions, and Waddell & Reed, Inc. Outside of finance, he owns a basketball player development and training business. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Connor Hamilton is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked at UBS since 2022, with prior experience at Sierra and Colorado State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

Mirian Trejo is a Series 66-licensed financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. Prior to joining Morgan Stanley, she held roles at U.S. Bancorp Advisors, U.S. Bank, Bank of America, Merrill Lynch, and other financial institutions. Outside of her advisory work, she manages a rental property business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

John Drennan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this role since 2016, following his position as Vice President, Financial Consultant at Fidelity from 2014 to 2016. Prior to that, he served as a Regional Planning Consultant at Fidelity from 2011 to 2014. John holds a California Insurance License. He focuses on understanding the priorities of his clients and their families to provide insight and guidance aimed at achieving their investment and planning objectives. Outside of his professional work, John enjoys biking, boating, fishing, hiking, scuba diving, and skiing.

Robert Campbell is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Campbell serves as Treasurer and Board Member of the Denver Club, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs while emphasizing non-discretionary planning relationships.

Brandon Meyer is a Series 66 licensed financial advisor with Morgan Stanley in Denver, Colorado, bringing four years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group, Inc., as well as prior work with the City of Columbus Parks & Recreation and The Ohio State University RPAC. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

John Sullivan is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he partners with families to tailor wealth plans that reflect their goals and aspirations. Prior to joining Fidelity Investments, John served as a Private Client Advisor at Schwab Private Client Investment Advisory, Inc. from 2014 to 2021. He began his career in the financial services industry as an Associate Portfolio Consultant at the same firm from 2012 to 2014. Outside of his professional work, John has interests in concerts, music, outdoor adventures, photography, and snowboarding.

Jonathon Watt is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight including the use of affiliated and unaffiliated sub-advisers.

John Jessup is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., and BSW Wealth Partners, as well as teaching at several educational institutions. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment process.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Centennial, Colorado, where he has worked since 2012. He has 19 years of industry experience. Robinson serves as a board member of the Economic Club of Colorado, where he assists with membership development and event organization related to economics and Colorado business. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gabriel Dibildox is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of the West and BancWest Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Ruttenberg is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, Ruttenberg worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, U.S. Bank from 2021 to 2022, and Wells Fargo from 2018 to 2021. She also has experience in the automotive industry at Orange Coast Chrysler Jeep Dodge Ram from 2016 to 2018. 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 broad range of advisory programs, financial planning, and retirement plan consulting, and provides access to model portfolios, research, and various management services.

Jackson Vance is a financial advisor with Ameriprise in Johnstown, CO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Pruco Securities LLC and Colorado State University, as well as involvement with Big Red Golf. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Brian Johnson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Cambridge since 2014. Johnson is also involved with Consilium Strategy and owns Johnson Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

John Mulstay is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mulstay serves as a board member of the Harry L. & Eva J. Puksta Foundation and is involved with Magnolia Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.