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.

Chuyang Guan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since beginning their career at Fidelity in 2020, Chuyang has held various roles within the company, including Workplace Planning Consultant, Financial Consultant 1, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Chuyang's professional experience encompasses benefits and financial planning, with a focus on developing tailored strategies and services to assist clients in planning for both expected and unexpected life events. They hold insurance licenses in Arkansas and California. Outside of work, Chuyang enjoys playing badminton, table tennis, and tennis, as well as exploring food and watching movies.

Nicholas Manna is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to build financial plans that they are comfortable with, confident in, and committed to, leveraging the trusted brand and resources of Fidelity. Nicholas has been with Fidelity Investments since 2016, holding various roles including Portfolio Specialist, Client Management Representative, Central Relationship Manager, Financial Representative at the Broomfield Branch, and Premium Relationship Associate. This progression reflects his extensive experience in client management and financial services within the company.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 65 and Series 63 licenses and seven years of industry experience. He previously worked at Kestra Advisory Services and Kestra Investment Services and has been involved with Catalyst Retirement Advisors as an Associate Advisor, supporting lead advisors with client service and financial planning. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. 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 services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

James Ryan is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 license and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Tyler Strunk is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Merrill, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily 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 offers a combination of non-discretionary recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Carly Wendt is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2016 as part of the Beckley-Wendt financial advisory team. She specializes in creating customized financial plans for individuals and families, focusing on client-centered goals that include retirement planning, legacy planning, and socially responsible investing. Carly holds the CERTIFIED FINANCIAL PLANNER® designation among other professional certifications such as the CERTIFIED PLAN FIDUCIARY ADVISOR and Retirement Accredited Financial Advisor. Before joining Merrill Lynch, Carly gained experience in corporate governance, public relations, and investment management, most recently managing pension and savings plan assets for a public oil and gas company. She earned her bachelor's degree in journalism from the University of Nebraska-Lincoln and a Master of Business Administration in Finance from Baruch College in New York City. Carly emphasizes ongoing financial and investment education to support her work. Active in the community, Carly serves on the Board of Trustees and Investment Committee for The Women's Foundation of Colorado and has held a position on the Women's Leadership Foundation Board of Directors. She is also involved with the Women's Estate Planning Council and the Women's Chamber of Commerce. Outside of her professional commitments, Carly enjoys running, skiing, cycling, and exploring the mountains with her husband, Will Herrmann, and their Rhodesian Ridgeback.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Christina Kimball is a financial advisor with UBS Financial Services in Denver, Colorado. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Kimball has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Benjamin Grasso is a financial advisor at J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Charles Andersen is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and over 52 years of industry experience. He has been with MML Investors Services since 1991 and has also worked with Mutual Benefit Life Insurance Company since 1977. Outside of his advisory role, Andersen owns and manages a pension services firm, Executive Compensation Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Troy Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The Boeing Company and Jackson National Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies.

Lisa Anderson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, she worked at BRIDGE Healthcare Partners from 2015 to 2017. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Margaret Webster is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at TIAA-CREF and Cambridge Investment Research Advisors. Outside of her financial advisory career, she is the owner of Margaret Webster Hypnotherapy, where she provides volunteer clinical hypnotherapy services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. Advisors use Wells Fargo research and planning tools to develop recommendations delivered through discrete planning engagements, with optional implementation through various brokerage and advisory programs.

Anthony Piazza is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Edelman Financial Engines and has previously worked at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Andrea Kerkhoff is a financial advisor with Edward Jones in Lakewood, CO, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she was engaged in the fitness industry, including roles as a personal trainer at Life Time Fitness and owner and head coach of InPower Fitness, where she provided virtual personal training services. Andrea continues to work as a personal trainer on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Andrea Barvi is a financial advisor at Edward Jones in Aurora, Colorado. She holds the Series 66 designation and has been with Edward Jones since 2026. Prior to her current role, she held positions including work with the Ministry of Health and the Gruppo Misto Camera dei Deputati in Italy, as well as academic roles at the University of Denver and the Pontifical University Santa Croce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.