Christopher Fleurat is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at Securities America, Investacorp, and Highland Capital, where he also serves as a wholesaler of fixed index and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party managed accounts and wrap programs.

Quinton Morckel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Fidelity Investments and U.S. Bank. 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 an ESG eligibility framework to guide investment recommendations.

Russ Stallings is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2018 and also co-owns farmland purchased from his grandfather's estate, which he and his wife rent to a local farmer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies, affiliated mutual funds, and other financial services supported by a nationwide network of approximately 23,701 advisors.

Curt Garner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, Garner co-owned Timberline Coffee Company LLC and has maintained bookkeeping services for churches and nonprofits through Forest Financial LLC since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Courtney Sackett is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Courtney worked at TD Ameritrade and Charles Schwab Bank and has been involved with nonprofit and educational organizations. She serves on the board of the Cancer League of Colorado Foundation, contributing to fundraising and awareness efforts. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios with strategic asset allocation.

John Peterson is a CFP®-certified financial advisor with Edward Jones in Littleton, CO, where he has worked for 25 years. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust, mutual funds, and securities-based lending services.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Luke Kudirka is a Financial Consultant at Fidelity Investments, where he has been working since 2026. Prior to this role, he served as a Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative in 2022. Throughout his career at Fidelity Investments, Luke has built experience in financial consulting and client relationship management. Luke emphasizes the importance of building lasting relationships in financial planning. He approaches clients by listening carefully to their goals and unique life situations, prioritizing open, honest, and effective communication to establish trust. He aims to support clients in achieving their financial futures. Outside of his professional work, Luke enjoys engaging in family activities, football, caring for pets, reading, and traveling.

Ryan Newton is a financial advisor at OSAIC with 24 years of industry experience. His prior work includes roles at Highland Capital Brokerage and Cetera Investment Services. He holds the Series 63 and Series 66 designations. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.

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.

Whitney Redler is a Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads teams that collaborate with clients to develop financial plans by understanding their goals, concerns, and investment experience. Her teams provide personalized guidance and strategies aimed at helping clients achieve their financial objectives. Her experience at Fidelity Investments spans from 2020 to the present, including roles such as Team Leader in Advisory Services and Investment Solutions, Onboarding Team Leader, and Customer Relationship Advocate. This progression reflects a focus on client service and leadership within the financial services sector. Outside of her professional responsibilities, Whitney's interests include comedy, cooking and baking, fitness, reading, and volunteering.

James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Kyle Bell is a Series 66-licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2018. He has seven years of industry experience and previously worked at Ed Bozarth Chevrolet Company, Inc. from 2011 to 2018. Outside of his advisory role, he is an investor in Perform X Training Systems, a sports training business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Trevor Vail is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 credential and previously worked at JP Morgan Securities, LLC for eight years before joining Edward Jones. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

John Green III is a financial advisor with Edward Jones in Lakewood, CO, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services under a fiduciary standard.

Matthew Cole is a financial advisor with LPL Financial in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His work history includes multiple roles at Charles Schwab and previous tenure at Banc of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Adam Carey is the Regional Director of Executive Services at Fidelity Investments, a position he has held since 2026. In this role, he focuses on fostering a high-performance work culture by supporting associates in maximizing their talents and assisting clients in planning for long-term financial well-being. Adam has been with Fidelity Investments since 2015, progressing through various roles including Director and Senior Manager of Advisory Services, Portfolio Specialist, Client Management Representative, Client Service Associate, Inheritor Services Specialist, and Financial Representative. His broad experience across these positions has equipped him with comprehensive knowledge in client advisory and portfolio management services. Throughout his career, Adam has emphasized empowering teams and delivering strategic financial guidance to meet clients' needs.

Kelsey Ruttenberg is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, and at U.S. Bank and Wells Fargo in earlier roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

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.