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 with 15 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 Series 63 and Series 65 licenses and four years of industry experience. He has worked at several firms, including Pacer Financial, Perella Weinberg Partners LP, and The Vanguard Group, and has experience in both financial services and non-financial roles. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing a range of investment strategies supported by proprietary tools and third-party platforms.

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.

Rishi Oad is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2016 to 2022 before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client strategies.

Brett Ohlen is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Avantax Investment Services and has operated Advocate Tax Worldwide LLC, a tax preparation and accounting firm, since 2014. Outside of his advisory role, he serves as an assistant coach for Golden High School football. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining proprietary and third-party portfolio management options with both discretionary and non-discretionary account structures.

Carolyn Parsons is a financial advisor with Equitable Advisors in Englewood, Colorado, holding a Series 66 designation and 15 years of industry experience. She has been with Equitable Advisors since 2011, including its predecessor, Axa Advisors. Parsons serves as business manager and bookkeeper for a medical consulting practice and is a board member and treasurer for a Christian ministry focused on healthcare professionals. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of advisory models and third-party managers to deliver customized investment solutions without sponsoring its own wrap fee program.

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 and holds the ChFC® and Series 63 designations. He has 38 years of experience in the industry, including extensive tenure at Northwestern Mutual Wealth Management Company and its affiliated entities from 1987 to 2023. Outside of his advisory work, he is involved with Pacific Guardian Life and Genworth in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, portfolio management, and institutional platforms.

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.

David Rubin is an advisor with LPL Financial based in Denver, CO. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining LPL Financial, Rubin worked at Ameriprise, Fidelity Investments, and G1 Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supported by advanced operational and research tools.