John Hanley is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2017, following prior roles at UMB Distribution Services and Marsico Capital Management. Hanley serves as President of The Hundred Club of Denver, a nonprofit supporting the families of public safety officers who die in the line of duty, and is a director on the Denver Scholarship Foundation’s investment and finance committees. 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 recommendations.

Brian Whatley is a financial advisor with LPL Financial in Arvada, CO, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including positions at Wells Fargo Clearing and Fisher Investments. Outside of advising, he owns a rental property in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and corporations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Javier Tafoya is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. Prior to joining Cambridge in 2022, he worked at Equitable Advisors and AXA Advisors. He serves on the boards of several organizations, including Mile High 360, The Doreen Katz Memorial Cancer Foundation, ALPFA Denver Chapter, and the Latino Cultural Arts Center. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Ronnie Dawson II is a financial advisor with Edelman Financial Engines in Denver, CO, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Edgerock Wealth Management, US Bank, and Janus Henderson Investors. 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, emphasizing diversified portfolios, periodic rebalancing, and long-term orientation.

Justin Anisimow is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. Prior to this, he was employed at JPMorgan Chase Bank, N.A., and also spent time working at Holy Family High School and Buffalo Wild Wings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Nathaniel Osborne is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Bank of America, Merrill, Thorlabs Inc., and Ramapo College of New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers planning services through a structured discovery process and ongoing advisory relationships.

Timothy Chapman is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Edward Frederick III is a CFP® with 12 years of industry experience and is currently with J.P. Morgan Securities in Broomfield, CO. He has worked at J.P. Morgan Securities since 2016, following a prior role at Catalyst Mutuals Fund Distributors LLC. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. 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, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Sniadowski Lindeke is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has been affiliated with various entities within the Cetera network since 2023 and has prior work experience in the financial and academic sectors, including Widener University. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including model portfolios and bespoke strategies.

Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.

Antwann Holmes is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently serves as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he worked at Townsend Retirement and Investment Advisors, Creative Planning, and Personal Capital Advisors. Holmes continues to have involvement with Townsend Retirement & Investment Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice, investment manager searches, and performance reporting. The firm employs a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Stephen Hansen is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015 and previously worked at YCTC, Inc. from 2016 to 2020. J.P. Morgan Securities LLC 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 large team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Leland Frank is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Bank and Wells Fargo Advisors LLC. Outside of finance, he works as a voice actor for children's books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Narvaez is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. Marco joined Morgan Stanley Smith Barney in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Jacob Pasche is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His background includes roles in education and the food and beverage industry prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and investment consulting through various programs and a broad range of investment strategies.

Shelley Ford is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 registration and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is a co-owner and member of SNF Investments LLC, a company involved in purchasing, fixing, and selling real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and includes various investment offerings along with financial planning and estate strategy services.

Daniel Osugi is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior experience includes ten years at Bank of America. He serves as a successor co-trustee for the Mark M. Osugi Revocable Living Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.