Keven Courson is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Advocare International LP and Confluence Energy, LLC. Outside of his advisory role, he has been involved as an independent distributor in the health and wellness sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at I.M. Financial, Merit Financial Group, and multiple entities under the 1st Global name. Novak also operates Novak CPA and Financial Services, offering tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Philip Doerner is a financial advisor at Edward Jones in Brighton, CO, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Owen Tveten is a financial advisor with Thrivent Investment Management in Longmont, CO, holding a Series 66 credential and 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a trustee involved in ranch management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Julian Ka is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2021 and previously held positions at Bank of America, Bestbuy, the University of Colorado Boulder, Chick-fil-A, and Sand Creek High School. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

David Brown is a financial advisor with LPL Financial and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Transamerica Financial Advisors, Inc. and World Financial Group. Brown is also the owner of two non-investment-related businesses, DB Softwerx and DB Prowerx. 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, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Luce is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing rental properties in the Denver area. 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 financial advisors and branch offices nationwide.

Merrick Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Julie Martinez is a CFP® and holds a Series 66 license with Edward Jones in Erie, CO. She has seven years of industry experience, including five years at Key Equipment Finance before joining Edward Jones in 2018. Outside her advisory role, she has a minor involvement with DistroKid. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Martin is a Series 66 licensed advisor at J.P. Morgan Securities with 11 years of industry experience. He has held various roles within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC 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 support its recommendations.

Chad Ernzen is a financial advisor with Edelman Financial Engines in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Michael D’epagnier is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he is a licensed insurance agent and a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a broad range of financial services and uses various analytical tools and third-party platforms to construct and manage portfolios.

Michael Bonilla is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Invesco, and Oppenheimer Funds Distributor Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.