Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Daniel Herda is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates. Outside of finance, he worked in waterfront restoration and the food service industry before his advisory career. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Mary Jacobus is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with RBC Capital Markets and its affiliated entities since 2015. In addition to her advisory role, she serves as adjunct faculty at the University of Denver and is on the board of directors for the Range of Motion Project, which focuses on prosthetic care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, CO, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career history includes multiple roles at Wells Fargo entities and U.S. Bancorp Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through a network of more than 14,000 financial advisors and offers both brokerage and advisory services.

Justin Deutschmann is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Bancwest Investment Services, Inc. and Bank of the West over the past two decades. Outside of his advisory work, he is involved with Better Bacon, a non-investment-related venture, and participates as a musician in the Big Lid Band. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Mauro Maich is a financial advisor with Thrivent Investment Management in Denver, CO, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and TIAA-CREF. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs through a consolidated billing option while keeping services separate.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Jennifer Pierce is a CFA® charterholder and financial advisor with UBS Financial Services in Denver, CO, where she has worked since 2021. She has six years of industry experience, including nine years at Wells Fargo Bank. Pierce is a finance committee member at Hope House of Colorado, a nonprofit providing support programs for parenting teen mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates in multiple financial markets and product areas.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. Outside of advisory services, she owns and operates Redding Tax Strategies, LLC, a tax-related business. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Cameron Sisbarro is a financial advisor with Morgan Stanley in Denver, CO. He holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience including roles at the University of Denver and various service positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Eric Zellweger is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner in Redeux Development, a local homebuilding company, and serves as an advisory board member for Our Lady of Lourdes Catholic Church and School. J.P. Morgan Securities LLC 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 recommendations.

Max Potosme is a financial advisor with LPL Financial based in Golden, CO, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His prior roles include positions at Western Wealth Management, Mass Mutual Investors Services, and METLIFE SECURITIES Inc. He is also involved in operating Clear Sky Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Trevor Dietrich is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 license and 14 years of industry experience. He worked at Edward Jones from 2011 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved in a multi-level marketing business called LIVE PURE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Thomas Hellmuth is a Vice President and Financial Consultant at Fidelity Investments. He assists clients in creating financial plans tailored to their individual goals and helps them utilize Fidelity's resources effectively. Thomas has broad experience in the financial sector, having worked as a Financial Consultant at Fidelity Investments since 2022 and previously as an Advisor at TA Holland from 2018 to 2022. He also worked as a Manager at Scottrade from 2011 to 2018.

Braulio Campana is a Financial Services Associate at Merrill Lynch Wealth Management. He joined Merrill in 2023 and has since focused on delivering a high level of service to his clients. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Braulio earned a bachelor's degree from the University of Texas System.

David Strand is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving at their Lafayette, CO office. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.