Elias Pfeifer is a Series 66-licensed financial advisor with LPL Financial in Golden, CO, bringing one year of industry experience. Prior to joining LPL Financial, he held roles in various businesses including book­keeping and accounting through Pfeifer Professional Services, which he owns. 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 portfolio programs, and institutional platforms.

Natalie Pisaro is a financial advisor at Charles Schwab in Denver, CO, holding CFP® and Series 66 designations with 11 years of industry experience. Her work history includes roles at Morgan Stanley and multiple positions within Charles Schwab and its affiliates since 2017. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Kassidee Lank is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Heather Coyle is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial in Denver, CO. Her prior experience includes roles at Transamerica Financial Advisors, World Financial Group, and Transamerica Capital. She also manages Elevate Wealth Management, an investment-related business operating as a DBA for her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a large network of investment adviser representatives.

Peter Sherlock is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining UBS in 2025, he worked at Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase. He is also a co-organizer and co-manager of Shamrock Moose LLC, a for-profit limited liability company based in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Damian Walsh is a CFP®, ChFC®, and Series 66-licensed financial advisor with 28 years of industry experience. He has been with Ameriprise since 2005, including six years at the current Ameriprise entity. Outside of his advisory work, he is involved in independent insurance brokering, including long-term care insurance. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. Their Premier Retirement Income service delivers detailed recommendation reports and ongoing advice, drawing on a combination of investment research, third-party data, and algorithmic tools.

Shelley Herold is a Financial Consultant with Fidelity Investments, serving clients in the greater Denver area since 2022. She brings to her current role a comprehensive background in finance and investments, emphasizing client-centered financial planning. With 37 years of experience, Ms. Herold has held various positions across the financial sector, including roles as a Planning Consultant and Investment Consultant at Fidelity Investments, Central Relationship Manager at Fidelity Investments, and Senior Institutional Equity positions at Noble Capital Markets, Cirrus Research LLC, First Analysis Corp, and A.G. Edwards & Sons, Inc. Her career also includes experience at Merrill Lynch & Co., Inc., and Boettcher & Co., Inc. This extensive experience spans institutional equity, capital markets, private equity, and financial planning, equipping her to develop comprehensive financial strategies for her clients.

Brady Stevens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo, he worked at Charles Schwab & Co., Inc. He has a diverse background that includes roles in country clubs and arenas as well as time spent in full-time education. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Kenton Huff is a financial advisor with LPL Financial in Evergreen, Colorado, holding Series 63 and Series 65 licenses and over 37 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors and 1717 Capital Management Company. In addition to his advisory role, Huff is involved in non-variable insurance sales, including fixed annuities and life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through its extensive network of advisors and utilizes model portfolios, third-party subadvisors, and customized strategies.

Doug Griffith is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has been with LPL since 2010, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He also serves as a trustee for family members in a fiduciary capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and investment management solutions.

Lisa Purcell is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2013, previously serving as a Financial Consultant. Prior to joining Fidelity, Lisa held various positions at TIAA-CREF from 1995 to 2013, including Wealth Management Advisor, Senior Individual Consultant, Personal Investment & Trust Consultant, and Individual Consultant. Her professional experience spans benefits consulting, financial consulting, wealth management, and individual consulting. Lisa holds insurance licenses in Arkansas and California.

Adam Kinney is a financial advisor at Edward Jones in Englewood, CO, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones in 2023, he worked at Cengage Group and Fidelity National Information Services. Outside of finance, he is involved in community theatre as a part-time actor and serves as a soloist for Wellshire Presbyterian Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Mc Cartney is a financial advisor at Edward Jones in Littleton, CO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mc Cartney maintains a blog called Million Mile Marriage, which focuses on his marriage and travel experiences, and serves as a volunteer assistant wrestling coach at Mullen High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branches.

Ashley Sundseth is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at Watson and Co and held several positions outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through its network of over 14,000 financial advisors.

Courtney Davis is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab in various advisory roles. 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 both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Rockwell Pearson is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and bringing 37 years of industry experience. His prior roles include positions at First Financial Equity Corporation, Ameriprise Advisor Services, Inc., and Morgan Stanley DW Inc. He is also involved with Johlfs Financial Group, a DBA related to his LPL business. 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 and access to third-party asset managers, utilizing a combination of model portfolios, subadvisors, and customized strategies.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Lorena Frank is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to that, she was employed at Rhein Haus from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nicholas Oxaal is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role since 2026, he focuses on assisting executives with holistic wealth planning and benefits integration. His professional experience at Fidelity includes progressive roles starting from Workplace Planning and Advice Associate in 2023 to Workplace Planning Consultant I and II before his current position. Prior to joining Fidelity Investments, Nicholas worked as an Associate Financial Advisor at Northwestern Mutual from 2020 to 2023. This background contributes to his expertise in benefits and workplace planning. Outside of his professional life, Nicholas has interests in camping, football, hiking, playing musical instruments, skiing, and traveling.