James Grisanti is a Financial Consultant at Fidelity Investments. He supports individuals and their families by providing personalized financial strategies tailored to their unique goals. Through building trusted and long-standing relationships, he enables his clients to make informed and data-driven decisions regarding their financial future. He has been with Fidelity Investments since 2021, holding roles as Workplace Planning Consultant, Planning Consultant, and currently as Financial Consultant. He holds a California Insurance License.

Kyle Bell is a Series 66-licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2018. He has seven years of industry experience and previously worked at Ed Bozarth Chevrolet Company, Inc. from 2011 to 2018. Outside of his advisory role, he is an investor in Perform X Training Systems, a sports training business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

John Sullivan is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he partners with families to tailor wealth plans that reflect their goals and aspirations. Prior to joining Fidelity Investments, John served as a Private Client Advisor at Schwab Private Client Investment Advisory, Inc. from 2014 to 2021. He began his career in the financial services industry as an Associate Portfolio Consultant at the same firm from 2012 to 2014. Outside of his professional work, John has interests in concerts, music, outdoor adventures, photography, and snowboarding.

Daniel Sturges is a CFP® professional with 26 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jonathon Watt is a financial advisor at Fidelity with 13 years of industry experience. He holds the Series 66 designation and has worked at various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

John Jessup is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior roles include positions within JPMorgan Chase Bank, N.A., and BSW Wealth Partners, as well as teaching at several educational institutions. 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 applying an ESG eligibility framework in its investment process.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Centennial, Colorado, where he has worked since 2012. He has 19 years of industry experience. Robinson serves as a board member of the Economic Club of Colorado, where he assists with membership development and event organization related to economics and Colorado business. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gabriel Dibildox is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of the West and BancWest Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Kelsey Ruttenberg is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2026, Ruttenberg worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, U.S. Bank from 2021 to 2022, and Wells Fargo from 2018 to 2021. She also has experience in the automotive industry at Orange Coast Chrysler Jeep Dodge Ram from 2016 to 2018. 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 broad range of advisory programs, financial planning, and retirement plan consulting, and provides access to model portfolios, research, and various management services.

Jackson Vance is a financial advisor with Ameriprise in Johnstown, CO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Pruco Securities LLC and Colorado State University, as well as involvement with Big Red Golf. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. 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 curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

Aidan Mueller is a financial advisor with Fidelity in Lakewood, CO, holding a Series 66 designation. He has held positions at Reynders McVeigh Capital Management, Beauport Financial, and the Town of Rockport, and has experience working at Boston College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop its models and utilizes delegated management and oversight to address potential conflicts of interest.

John Mulstay is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mulstay serves as a board member of the Harry L. & Eva J. Puksta Foundation and is involved with Magnolia Restaurant. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Erik Jackson is a CFP® professional with 14 years of industry experience. He has been with LPL Financial since 2021 and previously worked for Waddell & Reed, Inc. He is also involved with Voyager Home Health Care and has ties to Macalester College, reflecting a diverse professional background. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Gordon Sandeman is a financial advisor at Equitable Advisors in Denver, CO, holding Series 63 and Series 65 designations with 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, utilizing LPL-sponsored programs and various endorsed third-party asset management platforms.

Dwight Steward is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Arvada, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Scott Hurley is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. Prior to joining Raymond James in 2019, he worked at TIAA-CREF from 2016 to 2019. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, and public entities, delivering advice on a non-discretionary basis supported by a broad affiliate network and specialized municipal finance capabilities.