Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Mike SOSNIAK is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022 and worked as a Financial Professional Associate at Prudential Financial from 2019 to 2021. He holds a California Insurance License and focuses on building customized financial plans that meet the unique needs of families. Mike works with clients to identify strategies aligned with their individual goals and provides ongoing support to adjust plans as financial needs evolve over time. Outside of his professional work, Mike enjoys biking, family activities, fitness, hiking, skiing, and tennis.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Michael Hirschfeld is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. Based in Denver, CO, he operates within a large institutional firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Lucas Schneider is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. in Denver, CO. His prior roles include positions at TIAA-CREF, Strategic Advisers, Inc., and Fidelity Brokerage Services. He is part of The DDK Group within Baird’s Private Wealth Management practice, which provides tailored financial planning and portfolio management services to individuals, families, pensions, corporations, and institutional clients using a combination of in-house and third-party managers.

William Marcoux is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at UBS since 2014. Outside of his advisory role, he is an investor and LLC member of MARG Partners LLC, which operates Morrison Inn, a retail restaurant business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services delivered by a large network of financial advisors.

Carissa Guernsey is a financial advisor at Robert Baird & Co. with a Series 66 designation and three years of industry experience. She has worked at R.W. Baird since 2022 and previously held roles in physical therapy and chiropractic fields. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and investment management services, utilizing a combination of manager-traded and model-traded strategies along with ongoing manager selection and monitoring by internal investment professionals.

Darryl Traweek is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 66 credentials and 39 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including Cure Duchenne, First Tee of Greater Austin, Colorado Uplift, and A Precious Child. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client's risk profile using both in-house and third-party investment managers.

Jean Boh is a CFP® with 10 years of industry experience, currently an advisor at Charles Schwab in Denver, CO. His career includes roles at Charles Schwab Bank, Schwab Private Client Investment Advisory, Inc., and Charles Schwab & Co., Inc. Prior to joining Schwab, he worked at Mr. Appliance of West Denver, Sur La Table, and Group Genesis. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines non-discretionary advisory services with access to discretionary separately managed accounts, using a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Eric Jasper is a financial advisor with Edward Jones in Denver, CO, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Holgard is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 63 credentials and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Holgard serves as an advisor to the nonprofit Lakewood Connects, which focuses on fostering collaboration among faith communities, businesses, governmental agencies, and schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering holistic, goal-based planning without discretionary trading authority and with options to combine planning with managed-account services.

Michael Strong is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Wealth Watch Advisors, Gradient Advisors LLC, Alpha Solutions Management, and Jackson National Life Distributors LLC. Outside of advisory work, he owns and conducts seminars for Personal Benefit Services Fed Training LLC, providing financial education for federal employees. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Genesis Bynes is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining LPL Financial in 2023, Genesis worked at Transamerica Financial Advisors, World Financial Group, and several other firms. Outside of advisory work, Genesis is involved with Incepta Consulting LLC, a tax and investment-related business entity, and serves as an assessment administrator for Westat. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and third-party subadvisors.

Bryce Blackwell is a financial advisor with UBS Financial Services in Westminster, CO, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. 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 and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Countryman is a CFP®-designated financial advisor with Edward Jones in Arvada, CO, having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a USA Swimming Meet Official for the North Jeffco Swim Team in Arvada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Jennifer Trembley is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Trembley serves on the Board of Directors for the Women's Estate Planning Council and acts as a liaison with the National Association of Estate Planners & Councils. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Brandie Fish is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and 26 years of industry experience. She also operates Brandie Fish LLC as an independent life coach, providing guidance and support to clients to help them set and achieve personal goals. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliations within the J.P. Morgan organization.

Oleg Metsaev is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at MetLife Securities from 2005 to 2017 and Massachusetts Mutual Life Insurance Company since 2016. He also operates a fee-based financial planning business under the DBA Financial Planning Group in Arvada, Colorado. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved software tools and delivers recommendations focused on investment categories and strategies.

Kameron Cambier is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has five years of industry experience. His career includes roles at Cambridge Investment Research Advisors since 2017 and prior work in logistics and landscaping. He is also involved in a referral program affiliated with SmartVestor through his ownership of Centennial Capital Partners. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through independent Financial Professionals using both proprietary and third-party strategies, with options for discretionary and non-discretionary management.