Patrick Seal is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. He has worked at LPL Financial since 2025 and has a long tenure at Elevations Federal Credit Union starting in 2004, as well as prior experience with CUSO Financial Services. 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 portfolios, third-party asset management, and institutional platforms, supported by advisor tools such as machine learning for research and operations.

Daniel Rothery is a Series 65-licensed financial advisor with Edelman Financial Engines, bringing experience from several prior roles including positions at Deutsche Bank Trust Company and Pathstone. He joined Edelman Financial Engines in 2026 and is based in Erie, Colorado. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. Merrill, along 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 for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Kimberly Grandinetti is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 65 credentials and has held advisory and consulting roles at firms including Transamerica Financial Advisors and World Financial Group. She has also led KAG Consulting LLC for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with operational tools and a diverse suite of investment strategies.

Chad Stimpson is a CFP® and Series 66-registered advisor with Equitable Advisors in Denver, CO, with nine years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and was employed at BB King's Blues Club for two years. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and third-party program sponsors to deliver tailored investment solutions.

Aidan Cabraja is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at Amazon and spent time in academic roles at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Summer Verdugo is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services and Stifel Nicolaus. Outside of her advisory role, she owns and operates SUMoutdoorAdventures, an e-commerce business focused on design. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner guidance and online tools, offering a range of discretionary and non-discretionary investment solutions.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Barney is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. Matthew is a board-certified financial planner (CFP®) with over 20 years of experience in financial consulting. His expertise lies in helping families and individuals develop personalized financial plans tailored to their unique needs. He works collaboratively with clients to build, improve, and monitor their financial strategies over time. He holds a California Insurance License. Outside of his professional work, Matthew's personal interests include fitness, playing musical instruments, music, and reading.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. 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, managing diversified model portfolios with a long-term investment approach.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, she held positions in healthcare, including roles at Guardian Angels Health Center and Suburban Gynecology. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a diverse range of advisory programs and investment services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Andrew Kim is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Retirement Consultant at GWFS Equities, J.P. Morgan Institutional Investments, and Chase Investment Services, as well as serving as an Individual Consultant for Advisory Investment Services at TIAA-CREF and a Retirement Education Specialist at J.P. Morgan Institutional Investments. With over 20 years of experience in the financial industry, Andrew specializes in assisting high net worth clients with comprehensive financial planning. He focuses on developing, implementing, and maintaining personalized financial strategies to help clients pursue their financial goals. Outside of his professional work, Andrew enjoys snowboarding and traveling.

Sean O'Kelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Hailey Baldwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Chubb, Janus Henderson Investors, and multiple engagements at the University of Colorado Boulder. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Philip Doerner is a financial advisor at Edward Jones in Brighton, CO, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.

Christopher Fleurat is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior work includes roles at Securities America, Investacorp, and Highland Capital, where he also serves as a wholesaler of fixed index and fixed annuities. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisers. The firm employs various asset-allocation tools and provides access to multiple investment platforms, including third-party managed accounts and wrap programs.

Michelle Emerick is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently associated with LPL Financial and has held prior roles at Elevations Credit Union, CUSO Financial Services, LP, and U.S. Bancorp Investments, Inc. Her professional background includes work in wealth management services related to her LPL business. 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 portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.