Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Brandon McIlroy is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Lincoln Financial Advisors for 15 years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Carter Smelser is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Securities Management and Research, Inc., BFC PLANNING, Inc., and Berthel Fisher & Company Financial Services, Inc. since 2014. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a large network of independent Financial Professionals. The firm provides investment solutions tailored to client objectives across multiple platforms, with a mix of proprietary and third-party strategies.

John Overmyer is a Series 66-licensed advisor with Cambridge Investment Research Advisors in Littleton, Colorado, where he has worked since 2015. He has 16 years of industry experience. Outside of his advisory role, he serves as a volunteer chaplain for the Arapahoe County Sheriff's Office. 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 various financial planning and investment management services through independent financial professionals, with multiple portfolio management and platform options tailored to client objectives.

Benjamin Andrews is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Englewood, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, he was affiliated with LPL Financial and operated Joel D. Andrews, LLC. Andrews serves as a board member of the nonprofit Developmental FX, where he assists with the finance committee. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning tools and analytical models to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Mosley is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 65, Series 63, and Series 66 credentials and 18 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Transamerica Capital, Inc., Edward Jones, and Merrill. He also had involvement with Rocky Mountain Car Wash LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions by providing advisory and brokerage services through a large network of investment adviser representatives.

James Emanuel is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016 and holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s services are delivered on a non-discretionary basis with final decision-making authority retained by clients.

Celeste Villegas is a CFP® with five years of industry experience, currently serving as a financial advisor at Fidelity Investments. She previously worked at First Western Trust for four years and Fidelity Brokerage Services LLC for six years. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non‑discretionary portfolios, including multi‑manager and fund‑of‑funds structures.

Sergio Gutierrez is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with J.P. Morgan since 2017 and has prior experience in media and data solutions companies. Outside of his advisory role, he is an owner and partner in a family-owned concrete company and a real estate holding company in Colorado. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Katie Boyce is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that incorporate structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Elizabeth Thorpe is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held positions with A. G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Outside of her advisory role, she is involved with CANMAC Engineering Corporation, where her spouse has ownership and she serves as secretary and check signer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions while utilizing research from the Wells Fargo Investment Institute and third-party sources.

Zachary Marquez is a financial advisor with RBC Capital Markets in Denver, CO. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he worked in various roles including at Dell Technologies and Chipotle, and he was involved with Rocky Mountain Spice Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Kyle McGrath is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was with Gerber, LLC and Raymond James Financial Services, Inc. from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Jin Kim is Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Jin partners with clients to guide them through their financial journeys by helping them understand the various components of their financial plans and how they interact. Jin's professional experience includes prior roles at Charles Schwab, where Jin served as Senior Private Client Advisor from 2014 to 2021, Portfolio Consultant from 2008 to 2014, and Associate Portfolio Consultant from 2006 to 2008. Jin holds insurance licenses in Arkansas and California.

Ky Lee Duley is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Duley held positions at Jpmorgan Chase Bank, Hess Corporation, Starbucks, and Geneos Wealth Management. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michele Lay is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cambridge in 2023, she worked at Equitable Advisors, AXA Advisors, Transamerica Capital, and Oppenheimer Funds Distributor. She serves as treasurer on the board of The Crisis Center, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of direct portfolio management and model-based solutions tailored to client objectives.

Kendyl Gorky is a financial advisor at Thrivent Investment Management with six years of industry experience and a Series 66 credential. Prior to joining Thrivent, Kendyl worked at Booking.com and Aurora Expeditions. Outside of finance, Kendyl teaches tap, ballet, and jazz dance to children and adults at Step In Style Dance Studio. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics, with options to combine planning and managed accounts under a consolidated billing program called WealthPlan.

Regina Hall is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Bank of America/Merrill Lynch, and Wells Fargo. 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.

Bobby Rost is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2015. Outside of his advisory work, he serves as a high school football official and works as a rideshare driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary services, including model portfolios built from mutual funds, ETFs, and ETPs, and holds distinctive registrations such as with the CFTC as a commodity pool operator.

Landon Marshall is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has worked within various JPMorgan entities since 2017 and has a background including academic roles at Texas A&M University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.