William Gordon is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 2015, including positions at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Holly Yarbrough is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she has operated a craft-focused YouTube channel producing instructional videos. 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 its Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Swati Mahapatra is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2018, having also worked with Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several hospitality and hotel investment companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Laura Chester is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes positions with the Archdiocese of Denver and Jeffco Public Schools. Outside of advising, she works as a math tutor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and custody, operating on a tiered wrap-fee structure.

Daniel Marks is a financial advisor with Morgan Stanley in Englewood, Colorado, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Daniel has been with Morgan Stanley since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning and a structured discovery process supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct engagements and corporate financial planning agreements.

Cooper Swenson is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with Edward Jones since 2004. 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 and investment solutions through a large national network of financial advisors.

Grant Hilding is a Planning Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with individuals and families to develop, implement, and maintain financial plans tailored to their long-term goals. Grant emphasizes the importance of creating financial plans that are straightforward and investment strategies that align with client objectives. Prior to his current role, Grant held positions at Fidelity Investments as a Relationship Manager from 2022 to 2025 and as a Customer Relationship Advocate from 2021 to 2022. His experience across these roles has contributed to his expertise in financial planning and client relationship management. Outside of his professional career, Grant enjoys skiing, hiking, and camping with his girlfriend and their dog, Riley. He also has interests in the beach, board games, cooking and baking, and football.

Levi Kautz is a financial advisor with Edward Jones in Denver, CO, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Kurt Bethke. Outside of his advisory work, he serves as an assistant basketball coach for the Byers High School boys basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gary Bedford is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and has 42 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2018, and previously held roles at Western Wealth Management LLC, LPL Financial, and has operated Bedford Insurance Services and Bedford & Associates Inc. since the early 1990s. Bedford is also the originator and author of a scholarly website focused on education and public speaking. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a variety of discretionary and non-discretionary investment approaches across multiple platform arrangements.

Patrick O'connell is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including U.S. Bancorp Investments, U.S. Bank, Chase Investment Services Corp., and Equitable Advisors. He also serves as a Senior Premier Relationship Manager at BMO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services supported by various investment management approaches and research resources.

Isabela Tilles is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to her current role at Morgan Stanley since 2019, she worked at lululemon athletica in a customer service capacity and had positions at Citizens Securities, Inc., Citizens Bank, and Ann Taylor. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets through various financial planning and investment services.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.

Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. 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 an ESG eligibility framework.

Christopher Lynett is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools, with services that range from retail to institutional offerings.

Caitlin Walsh is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at E*TRADE Securities LLC and several non-financial organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates across a broad platform including futures commission merchant activities and securities-backed lending programs.

Corrine Novak is a CFP® professional at LPL Financial with 11 years of industry experience, including 11 years at Edward Jones prior to joining LPL Financial. She holds the Series 66 designation and is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services through its extensive network of investment adviser representatives.

Catherine Maddox is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Tyler Hirsch is a financial advisor at Morgan Stanley in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. His background also includes roles at Boca Woods Country Club and Florida Atlantic University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and market analysis to develop tailored strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Gary Gibson is a financial advisor with MassMutual Investors Services in Denver, CO, holding CFP® and Series 66 credentials with 11 years of industry experience. He has been with Massachusetts Mutual Life Insurance Co and MML Investors Services LLC since 2014. Outside of advisory work, he owns oil and gas mineral rights. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, focusing on collaborative, goal-oriented engagements.