Dustin Friend is a financial advisor at Edward Jones with 16 years of industry experience. He has been with Edward Jones since 2009 and holds the Series 66 designation. 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 strategies, supported by a large national network of financial advisors and branch offices.

Samantha Harvey is a financial advisor at Morgan Stanley in Denver, CO, holding Series 65 and Series 63 licenses with 11 years of industry experience, all spent at Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and analytic models.

Kelsey Odey is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL in 2018, Kelsey worked at Wells Fargo Clearing, Wells Fargo Advisors, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Michelle Onoda is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 29 years of industry experience. She has been with Cambridge since 2009. Outside of her advisory role, she writes articles several times a year for Denver Woman Magazine, where she also serves as president. 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 services through a network of independent professionals using a variety of portfolio management strategies and platform arrangements.

Giana Ramsey is a Series 66-licensed financial advisor with Edward Jones in Lakewood, CO, holding one year of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jessica Urbanski is a CFP® with 17 years of industry experience, currently with Wells Fargo Advisors in Denver, CO. Her prior roles include positions at Morgan Stanley and AMG National Trust Bank. Outside of financial advising, she is a silent partner in a warehousing, transportation, and logistics business based in Colorado. Wells Fargo Advisors is an institutional firm serving a broad client base with diversified investment strategies.

Gary Poling is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors, Inc. and True North Capital Group since 2009. Outside of his advisory role, he serves as president and independent contractor of True North Capital Group, overseeing payroll and employees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Vincent Kalbach is a financial advisor at Cambridge Investment Research Advisors with 28 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2009. In addition to his advisory role, he is an independent insurance agent and owns Kalbach Wealth Management. 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, retirement plan advisory, and financial wellness services through a network of independent professionals using multiple portfolio and platform strategies.

Don Stewart is a financial advisor with LPL Financial in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Transamerica Financial Advisors and operates two CPA firms focused on tax preparation and accounting services. Stewart also serves as a notary in Denver. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms supported by advanced research and technology tools.

Richard Herbert is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 36 years of industry experience. His prior work includes roles at Waddell & Reed, New England Securities, Mass Mutual Investors Services, PRUCO Securities, and various insurance carriers. 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 asset management services, utilizing both proprietary and third-party investment strategies across multiple platforms.

Matthew Arminio is a Financial Consultant at Fidelity Investments. He works with clients and families to understand their unique needs and collaborates with them to create plans that align their financial goals with their financial strategies. Matthew has been with Fidelity Investments since 2021. He has held roles including Investment Solutions Representative, Investment Consultant, and currently Financial Consultant. His experience spans various aspects of investment consulting and financial planning. No information about his education, credentials, personal interests, or community involvement has been provided.

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.

Nicholas Bosso is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has held roles at several firms, including Cetera Wealth Services, Lighthouse Advisors, and Collabera. Outside of his advisory work, he creates gaming and music content as a Twitch streamer. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment program structures and strategies.

Ann Post is a financial advisor at Morgan Stanley in Denver, CO, with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Alyssa Cadavid is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. She collaborates closely with clients to develop customized financial plans that align with their short- and long-term goals. Alyssa prioritizes forming strong relationships with her clients and their families, emphasizing trust, reliability, and competence in her work. Her experience at Fidelity Investments includes positions such as Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate, spanning from 2021 to her current role in 2024. This progression reflects her growing expertise in investment solutions and client relationship management. Outside of her professional responsibilities, Alyssa enjoys board games, camping, comedy, concerts, skiing, and traveling.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Carlos Ponce is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on a committee at Ponce LLC, a family partnership involved in managing real estate expenses and property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

James Davis is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of his advisory role, he is involved in sales of related financial products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure and maintaining authority over model selection and management.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory Services and Kestra Investment Services from 2019 to 2026, and Life Transition Planners from 2014 to 2018. Levine also serves as an Associate Advisor at Catalyst Retirement Advisors, where he supports lead advisors in financial planning and client service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced advisor tools.