Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Marco Narvaez is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes 17 years at J.P. Morgan Chase Bank, N.A., including 12 years at J.P. Morgan Securities, prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2026. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm’s planning process uses structured discovery conversations and firm-approved tools, incorporating analyses such as Monte Carlo simulations, while offering a broad platform of retail and institutional investment services.

Jacob Pasche is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His background includes roles in education and the food and beverage industry prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and investment consulting through various programs and a broad range of investment strategies.

Shelley Ford is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 registration and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is a co-owner and member of SNF Investments LLC, a company involved in purchasing, fixing, and selling real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and includes various investment offerings along with financial planning and estate strategy services.

Daniel Osugi is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior experience includes ten years at Bank of America. He serves as a successor co-trustee for the Mark M. Osugi Revocable Living Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Daniel Callaghan is a financial advisor with LPL Financial in Wheat Ridge, CO, holding a Series 66 designation and bringing 16 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL in 2019. Outside of his advisory role, he owns a camper rental business and works seasonally as a support driver. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by proprietary research and third-party subadvisors.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Kimberly Larsen is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Bank and its related entities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Tyler Krug is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 66 licenses and 16 years of industry experience. He worked at Lincoln Financial for 14 years before joining RBC Capital Markets in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored investment strategies, offering a variety of advisory programs and portfolio management services. The firm integrates in-house and third-party investment managers, with capabilities spanning capital markets and alternative investments.

Shelley Schlossberg is a CFP® professional with 44 years of industry experience. She has been with LPL Financial since 2003 and previously worked at UBS Financial Services from 1999 to 2003. Schlossberg also operates Castle Mountain Financial, a non-variable insurance business focused on medical, dental, and life insurance. 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, including access to third-party asset managers and model portfolios, and supports its advisors with advanced operational and research tools.

Steven Schindler is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Piper Sandler & Co. for six years before joining Linsco Private Ledger, now part of LPL Financial, where he has been since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, with solutions implemented through a large network of investment adviser representatives.

Steven Fraidstern is a financial advisor at OSAIC with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and Investacorp, Inc. among other firms. Fraidstern also serves as treasurer in several affiliated entities related to investment advisory and insurance businesses. OSAIC 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 and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across a wide range of investments.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2001. Jeffcoat also serves in a financial institution role at the Credit Union of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and integrated financial services.

Jon Zimmerman is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at X West Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Derek Sevier is a financial advisor with OSAIC in Littleton, CO, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He previously worked at Cetera and Foresters Financial Services. Since 2018, he has served as a trustee for the J.K. Mullen Foundation, a charitable organization that distributes funds to various nonprofits. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services using a range of asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Bryan Andersen is a CFA® charterholder with 23 years of industry experience, currently serving at Mass Mutual Investors Services since 2013. He also works with Executive Compensation Inc., focusing on TPA and pension services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations through structured, collaborative engagements.

Miles Jones is currently serving as Vice President, Financial Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he partners with clients to develop, implement, and maintain financial plans that are flexible and customizable. His tenure at Fidelity Investments spans over a decade, beginning in 2013. Throughout his career, he has held several positions including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Retirement Relationship Manager, Investment Consultant, and Financial Consultant. This progression reflects his experience in various facets of financial consulting and retirement solutions. No information regarding his education, credentials, personal interests, or community involvement has been provided.

Alfred Einstein is a financial advisor at Edelman Financial Engines with a Series 65 designation and four years of industry experience. He has previously worked at Empower Financial Services, Empower Advisory Group, and Personal Capital Advisors Corporation. 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, offering both discretionary and non-discretionary investment solutions.

Maria Barela is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 65 licenses, with 30 years of industry experience. She previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to her advisory role, she is involved with Vargas Wealth Ventures, a real estate rental business where she serves as registered agent. 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, including model portfolios, third-party asset management, and institutional platforms.

Jon Greenfield is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, with prior roles at Citigroup Global Markets and Banc of America investment services. Outside of his advisory work, he is involved in a real estate venture through ownership and leasing activities with Greenfield Industrial Park LLC in Fort Collins, CO. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a detailed discovery process, offering advisory services without individual security recommendations in standalone financial plans.