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, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial, she worked at Wells Fargo Bank and Wells Fargo Clearing from 2022 to 2026, and at U.S. Bank and Wells Fargo in earlier roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management solutions.

Jackson Vance is a financial advisor with Ameriprise in Thornton, CO, holding a Series 66 designation and six years of industry experience. He previously worked at Pruco Securities LLC and has experience outside the financial sector with Big Red Golf. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice centered on income sources and tax-aware withdrawal strategies.

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.

Brian Johnson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 37 years of industry experience and has been with Cambridge since 2014. Johnson is also involved with Consilium Strategy and owns Johnson Wealth Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning and investment management through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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 financial advisor with LPL Financial in Denver, CO, holding CFP® and Series 66 credentials and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked at Waddell & Reed, Inc for nine years. Outside of his advisory role, he is involved with Voyager Home Health Care, providing home health care services. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Gordon Sandeman is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a variety of advisory models delivered through third-party programs and focuses on matching clients with appropriate investment solutions based on personal and plan information and risk tolerance.

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.

Steven Ewen is a financial advisor with Cambridge Investment Research Advisors in Golden, CO, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Client One Securities and various independent insurance agencies. Ewen also owns Ewen Financial Services, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm offers multiple investment platforms and combines proprietary and third-party strategies tailored to client objectives.

Scott Hurley is a financial advisor with Raymond James & Associates in Denver, Colorado. He holds a Series 66 designation and has 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 large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Omar Ramirez is a Wealth Management Planning Consultant at Fidelity Investments, a position he has held since 2024. He is committed to delivering an exceptional client service experience and focuses on building lasting relationships founded on trust and a thorough understanding of the individual goals and values of his clients and their families. Omar's career at Fidelity Investments includes roles such as Wealth Management Service Specialist, Wealth Management Service Help Desk, Customer Relationship Advocate, and Workplace Planning Consultant, spanning from 2020 to the present. This progression reflects his experience and expertise within wealth management services. Outside of his professional responsibilities, Omar enjoys attending concerts, visiting museums, spending time with pets, running, snowboarding, and practicing yoga.

Daniel Smart is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously spent 18 years at Citigroup/Citibank and has been with J.P. Morgan Securities since 2026. He holds a Series 66 designation and is based in Denver, CO. 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 an ESG eligibility framework in its investment recommendations.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Timothy Solon is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the National Center for Construction Education and Research and Pearson Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Brett Dammeyer is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at O'Connell Group, LLC, Julian's Pizza Bar & Kitchen, and Wake Forest University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dylan Cleary is a CFP® with seven years of industry experience, currently serving as a financial advisor at Morgan Stanley in Denver, Colorado. Prior to joining Morgan Stanley, he worked at Maia Wealth, LLC for five years. He is also a capital contributor to Hang 10x LLC, an investment group focused on private company interests. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and multiple investment solutions across retail and institutional markets.

Robert Brezen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary models, serving clients through both direct and corporate financial planning agreements.