David Maas is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 65 credential and has worked at Mass Mutual Investors Services since 2017, previously spending 18 years with MetLife Securities. Maas also works as an independent insurance agent specializing in disability, life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as ongoing, collaborative relationships using firm-approved software to analyze goals and deliver recommendations.

Marlena Rolsch is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. She has worked with Edward Jones since 2019 and has prior experience in retail and tutoring roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Gina Duryea is a financial advisor at Osaic with 35 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Cetera Wealth Services, and Pension Planners Securities. Outside of her advisory role, she operates a travel blog and vlog called JamPacked Journeys and holds an insurance sales license for fixed annuity, life, and long-term care products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios that include a variety of securities and alternative investments.

Christopher Bracken is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation and with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

James Golden is a CFP®-certified financial advisor with Edward Jones, where he has worked since 2003. He has 22 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Golden serves on the finance committees of Golden View Classical Academy in Colorado and Our Lady of Lourdes Catholic Church in Missouri. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

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.

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 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.

Galo Medina is a financial advisor at Cetera with four years of industry experience. He holds the Series 66 designation and previously worked at Avantax in various advisory and insurance-related roles. Outside of his financial services career, he supervises the Froggie Five-O safety escort program for the Texas Christian University police department. Cetera Investment Advisers LLC serves individual, corporate, institutional, and retirement plan clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Shai Rikon is a financial advisor with Edward Jones in Littleton, CO, holding the ChFC® designation and Series 66 license. He has 13 years of industry experience and has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bradley Cooke is a financial advisor at LPL Financial with 13 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Fisher Investments, Ameriprise, Fidelity Investments, and several other firms. Outside of advisory work, he serves as a for-profit board member for DUBL, a company based in Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment solutions, combining extensive technology tools and broad non-advisory financial activities with oversight of substantial discretionary assets.

James Davis is a financial advisor with Primerica Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advising, he is involved in selling non-investment related home security and automation products through affiliate companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party managers and custodial services.

John Morrill is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at Global Succession Planning, Jem Strategies, and Voya American Equities. Morrill is involved in multiple insurance-related businesses, including managing fixed insurance activities and underwriting life insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Andrea Barvi is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones in 2026, Andrea held positions at the University of Denver and served in roles related to the Ministero della Salute and Gruppo Misto Camera dei Deputati. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Walter Heidenreich III is a financial advisor with Cambridge Investment Research Advisors in Littleton, CO, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. He serves as president of Horizons of Colorado, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of platform and custody arrangements, and it provides both proprietary and third-party investment strategies.

Sierra James is a Series 66-credentialed financial advisor with 15 years of industry experience. She is currently with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc., where she has worked since 2022. Prior to that, she spent over a decade at Cantella & Co., Inc. Outside of her advisory role, she is employed in the food and beverage industry as a W2 employee at Valle Restaurant in Oceanside, CA. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions, with options for discretionary and non-discretionary investment strategies.

Keri Pugh is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, she worked at National Planning Corporation for nine years. She is the owner of Keri I. Pugh, Inc., a non-investment-related business entity. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Harley Tierheimer is a financial advisor with J.P. Morgan Securities in Lakewood, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A. from 2001 to 2022 and J.P. Morgan Securities LLC since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Niccolo Coco is a CFP® professional affiliated with OSAIC, carrying two years of industry experience. His prior roles include positions at Securities America, inc., Kroger, Iron Lion, CYLA, and Develyn Jr/Sr High School. He offers additional services through his S Corp, COCO FINANCIAL POSITION, which focuses on life insurance research and policy maintenance. OSAIC serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage, advisory, and financial planning services. The firm utilizes various tools and third-party platforms to construct diversified portfolios and supports both discretionary and non-discretionary account management.