Eric Jasper is a financial advisor with Edward Jones in Denver, CO, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He has been with Edward Jones since 1999. 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.

Christian Holgard is a financial advisor with Thrivent Investment Management in Lakewood, Colorado, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Holgard serves as an advisor to the non-profit Lakewood Connects, which facilitates collaboration among faith communities, businesses, government agencies, and schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across a range of topics without discretionary trading authority or institutional portfolio management.

Michael Strong is a financial advisor at Osaic with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wealth Watch Advisors, Gradient Advisors LLC, and Jackson National Life Distributors LLC. Outside of his advisory role, he owns and conducts seminars for Personal Benefit Services Fed Training LLC, focusing on federal employee benefits. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers integrated brokerage and advisory services using advanced portfolio construction tools and supports various third-party managed-account solutions.

Bryce Blackwell is a financial advisor with UBS Financial Services in Westminster, CO, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Tonya Rasmussen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is a partner and owner of Lake Cabin Life LLC, a business formed to manage vacation property ownership. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles and affiliated research.

Michael Cortes is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera since 2021. His prior experience includes roles at Northwestern Mutual Wealth Management Company and American Income Life. Outside of his advisor role, he owns an online retail consulting business and is involved in providing college planning software to families. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and managing more than $256 billion in assets.

Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. 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.

Michael Countryman is a CFP®-designated financial advisor with Edward Jones in Arvada, CO, having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a USA Swimming Meet Official for the North Jeffco Swim Team in Arvada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Brandie Fish is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and 26 years of industry experience. She also operates Brandie Fish LLC as an independent life coach, providing guidance and support to clients to help them set and achieve personal goals. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliations within the J.P. Morgan organization.

Oleg Metsaev is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at MetLife Securities from 2005 to 2017 and Massachusetts Mutual Life Insurance Company since 2016. He also operates a fee-based financial planning business under the DBA Financial Planning Group in Arvada, Colorado. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved software tools and delivers recommendations focused on investment categories and strategies.

Kameron Cambier is a financial advisor with Cambridge Investment Research Advisors in Golden, CO, holding a Series 66 designation and six years of industry experience. Prior to his current role, he worked at Cambridge Investment Research, Inc. since 2017 and has experience in logistics and landscaping. He is also the owner of Centennial Capital Partners, a separate advisory business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

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.

Mark Chapline is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and six years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2019 and previously held roles at the University of Colorado - Boulder, General Assembly, and DISH Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Florentina Soare is a financial advisor with Fidelity Investments in Denver, CO, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, she worked at The Grad Team and has entrepreneurial experience as the sole proprietor of Florii Photo LLC, a wedding photography business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Maximillian Watkins is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Fidelity Investments and has held roles at several other organizations including Rosetta Hall and the University of Colorado Boulder. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and an operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Elizabeth Willenbrock is a financial advisor with UBS Financial Services in Englewood, CO, holding Series 63 and Series 65 licenses and 41 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, supported by proprietary research and institutional trading capabilities.

Nanette Fahrenbruch is a CFP® professional with 26 years of industry experience, all of which have been with Edward Jones since 2000. She holds Series 63 and Series 66 licenses and is based in Lakewood, CO. Outside of her advisory role, she has an ownership interest in a rental business in Aurora, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Wesley Weise is a financial advisor with Merrill in Denver, CO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 12 years. Merrill, together 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Murray serves as a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role she has held since 2023. She works with clients to develop financial plans that align with their individual goals and values, providing guidance to support long-term financial confidence and utilization of Fidelity's resources. Prior to her current position, Emily accumulated experience at Fidelity in roles including Workplace Planning Consultant (2022-2023), Premium Client Services (2022), and Customer Relationship Advocate (2021-2022). This progression reflects her expanding expertise in client service and financial planning within the company. Outside of her professional work, Emily has interests that include attending concerts, fitness activities, culinary experiences, outdoor adventures, caring for pets, and traveling.