Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Erfman is a CFP® certificant with 13 years of experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2012. Outside of his advisory role, he assists with consumer-directed attendant support services on a voluntary basis. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Kyle Kinsinger is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and 11 years of industry experience. He has worked at Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, Kinsinger is involved as the owner and operator of a rental property LLC and serves as head coach for a youth soccer team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separation of these services.

John Schaecher is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 through a broad network of financial advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.

Leo Lauterbach is a financial advisor at Edelman Financial Engines with five years of industry experience. He has previously worked at Personal Capital, Empower Advisory Group, Empower Financial Services, and Omni Financial. He holds a Series 65 designation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for 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.

Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

John Hanley is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2017, following prior roles at UMB Distribution Services and Marsico Capital Management. Hanley serves as President of The Hundred Club of Denver, a nonprofit supporting the families of public safety officers who die in the line of duty, and is a director on the Denver Scholarship Foundation’s investment and finance committees. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Brian Whatley is a CFP® certified financial advisor with 18 years of industry experience, currently with LPL Financial. His prior experience includes roles at Wells Fargo Clearing, Fisher Investments, Personal Capital Advisors Corporation, and U.S. Bancorp Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Javier Tafoya is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. Prior to joining Cambridge in 2022, he worked at Equitable Advisors and AXA Advisors. He serves on the boards of several organizations, including Mile High 360, The Doreen Katz Memorial Cancer Foundation, ALPFA Denver Chapter, and the Latino Cultural Arts Center. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Ronnie Dawson II is a financial advisor with Edelman Financial Engines in Denver, CO, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Edgerock Wealth Management, US Bank, and Janus Henderson Investors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term orientation.

Staci Heath is a financial advisor with Edward Jones in Lakewood, Colorado, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Terumo BCT and Karl Storz Endoscopy-America, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathaniel Osborne is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Bank of America, Merrill, Thorlabs Inc., and Ramapo College of New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers planning services through a structured discovery process and ongoing advisory relationships.

Edward Meracle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes roles at New York Life Insurance Co., Eagle Strategies LLC, and Guardian Life Insurance Co. In addition to advisory work, he serves as Chief Operating Officer of RMW Financial Group and provides tax preparation and accounting services through Zortman Tax Service. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Blanco is a financial advisor at Edward Jones with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Bancwest Investment Services, Wells Fargo Clearing, A.G. Edwards & Sons, Morgan Stanley Dw Inc., and UBS Financial Services. He is based in Littleton, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Chapman is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Matthew Lancaster is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and Next Financial Group. Outside of his advisory role, he is involved with Bridge Portfolio Management LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a broad range of advisory strategies supported by research and technology tools.

Nicholas Brunner is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, LPL Financial, The Boeing Company, Schlumberger, Redstone Logistics, and the University of Kansas. 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 provides a range of brokerage and advisory solutions supported by research from its Investment Institute and third-party sources.

Deborah Sniadowski Lindeke is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has been affiliated with various entities within the Cetera network since 2023 and has prior work experience in the financial and academic sectors, including Widener University. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including model portfolios and bespoke strategies.

Matthew Vaage is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for five years. Outside of advising, he has worked in the fitness industry, including roles at 24 Hour Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Stephen Hansen is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015 and previously worked at YCTC, Inc. from 2016 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a large team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.