Kimberly Tarley is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 65 and Series 63 licenses and was previously with Securities America, Inc. for 10 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of brokerage and advisory services, utilizing advanced asset-allocation tools and offering both discretionary and non-discretionary portfolio management options.

Christopher Davis is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Carlson Ridge Capital and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michelle Nichols is a financial advisor with Merrill in Denver, Colorado, holding Series 63, Series 65, and Series 66 designations. She has 35 years of industry experience, including more than 39 years with Merrill. She also serves in a fiduciary capacity as a Power of Attorney for a family member. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Malcolm Horn is a CFP®-credentialed financial advisor with 24 years of industry experience, currently working at LPL Financial since 2017. His prior experience includes five years at Presidential Brokerage, Inc. He is also associated with Alliant Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Lorne Maltenfort is a financial advisor with Wells Fargo Advisors in Denver, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include work at Northwestern Mutual and a brief period as an attorney. Outside of advising, he serves as an election judge for Arapahoe County. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Ian Foley is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients to develop comprehensive financial plans and provide investment guidance tailored to their unique situations. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. In his practice, Ian emphasizes principles of trust, transparency, and excellence. He collaborates with clients to help them work toward their financial goals through personalized financial planning strategies.

Shawn Faurote is a CFP®-certified financial advisor with Edward Jones, based in Thornton, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Stephen Baird is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Merrill since 2025. Prior to joining Merrill, he worked at CitiGroup Global Markets for 13 years. Outside of his advisory role, he serves in several fiduciary capacities, including trustee and executor for family trusts and estates, and is a board member of a homeowners' association in Breckenridge, Colorado. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Jennifer Schilter is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-supported tools and modeling techniques.

Guy Huffman is a financial advisor at Charles Schwab based in Boulder, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, SSB, along with experience at Colorado State University and the Colorado State Legislature. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Devin Wilson is an Investment Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Relationship Manager and Financial Representative at Fidelity Investments during 2022. Devin collaborates closely with clients from diverse financial backgrounds to develop tailored investment strategies, emphasizing understanding and teamwork before implementing plans. His approach involves active listening and partnership with clients to navigate complex financial situations and life events. Devin's professional experience at Fidelity Investments encompasses various roles focused on client relationship management and financial consulting. Outside of his professional career, Devin has interests in beach activities, comedy, food, football, music, and parenthood.

Ali Ternan is a CFP® designated financial advisor at OSAIC with 16 years of industry experience. He previously worked at Robert W. Baird & Co. Inc. for ten years before joining Securities America Advisors and subsequently OSAIC. Outside of his advisory role, he manages Parity Divorce, a financial planning service assisting divorcing couples with asset division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios tailored to clients’ risk tolerance and investment restrictions.

Richard Gongorek is a financial advisor at Ameriprise with 46 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports, supported by a centralized consulting team and algorithmic tools.

Kelley Dillmann is a financial advisor at Edward Jones in Westminster, CO, holding a Series 66 designation with five years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Nicholas Schoon is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at KPMG for six years before joining UBS in 2019. Outside of his advisory role, he serves on an advisory group for KIPP Colorado Schools, organizing fundraising and community service activities. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to client goals and risk tolerances.

Chelsea Schutte is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She supports clients with holistic financial planning needs, focusing on building lasting relationships based on trust and understanding each individual's goals and values. Her experience at Fidelity Investments spans several roles, including Help Desk positions in both Wealth Management Services and High Net Worth divisions, as well as Wealth Management Service Specialist II and High Net Worth Trading Associate. This progression reflects her growing expertise in wealth management and client support. No additional information about education, credentials, personal interests, or community involvement was provided.

Kendra Hukari is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 credentials and two years of industry experience. She has previously worked at Summit Global Investments and has a concurrent role as a loan originator at Spire Financial. Outside of financial advising, she coaches at Fit House Denver. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services through an extensive network of independent Financial Professionals. The firm offers a range of portfolio management solutions with both discretionary and non-discretionary strategies, including proprietary and third-party models.

Cameron Johnson is a financial advisor at Ameriprise in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, J&B Tax Accountants, and Wealth Strategies. Outside of financial services, he has worked in hospitality and retail environments, including West End Tavern and Rosenburg's Bagels. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides comprehensive retirement income planning through written recommendations and annual advice focused on income sources and tax‑aware withdrawal strategies.

Ann Muck is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Fidelity Investments and has a background that includes periods of full-time education. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and tools to support client advice.

Cory Huff is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 designation and 20 years of industry experience. He previously worked for Unified Wealth Management, LLC from 2009 to 2019. Outside of his advisory role, he is involved with Noble Birch Tax Preparation, LLC, which provides individual income tax preparation services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.