Kelley Dillmann is a financial advisor at Edward Jones in Westminster, CO, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Nicholas Schoon is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at KPMG for six years before joining UBS in 2019. Outside of his advisory role, he serves on an advisory group for KIPP Colorado Schools, organizing fundraising and community service activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to client goals and risk tolerances.

Chelsea Schutte is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She supports clients with holistic financial planning needs, focusing on building lasting relationships based on trust and understanding each individual's goals and values. Her experience at Fidelity Investments spans several roles, including Help Desk positions in both Wealth Management Services and High Net Worth divisions, as well as Wealth Management Service Specialist II and High Net Worth Trading Associate. This progression reflects her growing expertise in wealth management and client support. No additional information about education, credentials, personal interests, or community involvement was provided.

Kendra Hukari is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Summit Global Investments and has a concurrent role as a loan originator at Spire Financial. Outside of financial advising, she coaches at Fit House Denver. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through an extensive network of independent Financial Professionals. The firm offers a range of portfolio management solutions with both discretionary and non-discretionary strategies, including proprietary and third-party models.

Cameron Johnson is a financial advisor at Ameriprise in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J&B Tax Accountants, and Wealth Strategies. Outside of financial services, he has worked in hospitality and retail environments, including West End Tavern and Rosenburg's Bagels. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides comprehensive retirement income planning through written recommendations and annual advice focused on income sources and tax‑aware withdrawal strategies.

Ann Muck is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Fidelity Investments and has a background that includes periods of full-time education. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and tools to support client advice.

Cory Huff is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 designation and 20 years of industry experience. He previously worked for Unified Wealth Management, LLC from 2009 to 2019. Outside of his advisory role, he is involved with Noble Birch Tax Preparation, LLC, which provides individual income tax preparation services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Adam Drewry is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parsonex Advisory Services and Parsonex Securities. Outside of his advisory work, he is employed at Patagonia Denver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Mitchell is a financial advisor at Edward Jones in Arvada, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.

Bruce Troutman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Avantax and MMI Financial Services, where he is the owner and sole proprietor of an independent public accounting firm providing tax preparation, accounting, and payroll services. He also serves on the Board of Directors and Finance Subcommittee of a local nonprofit, Love INC, which coordinates resources from faith organizations to support underserved communities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with diverse program options.

Johnathan Newcomb is a financial advisor with Mass Mutual Investors Services in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to entering financial services, he worked for VIO Med Spa and Clear Creek Endodontics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations typically focused on investment categories and strategies.

Jeffrey Swingle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. Swingle has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Alexandro Valverde Macias is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. His career includes positions at Wells Fargo Bank and KeyBank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on structured financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Michael Runyon is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Edward Jones, and Voya Financial. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Owen Weber is a Series 66-licensed financial advisor with Fidelity in Lakewood, CO, bringing three years of industry experience. He has been with Fidelity Investments since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles for multiple registered investment companies.

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. 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 and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jason Hollander is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank NA since 2017. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Lance Jacobs is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2010 and Charles Schwab Bank, SSB since 2013. Based in Denver, CO, he has primarily served clients through these affiliated entities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

James Cartwright V is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005, including a role at Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates a large-scale, integrated platform offering both non-discretionary advisory services and access to discretionary separately managed accounts.

Gary Dissette is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at SagePoint Financial, Inc. since 2009 before joining OSAIC in 2023. Outside of his advisory role, he serves on the Investment Advisory Committee of the Oregon California Trails Association, a nonprofit focused on preserving historic trails. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party partnerships to manage portfolios across a range of investment types.