Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.

Wesley Weise is a financial advisor with Merrill in Denver, CO, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 12 years. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Murray serves as a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role she has held since 2023. She works with clients to develop financial plans that align with their individual goals and values, providing guidance to support long-term financial confidence and utilization of Fidelity's resources. Prior to her current position, Emily accumulated experience at Fidelity in roles including Workplace Planning Consultant (2022-2023), Premium Client Services (2022), and Customer Relationship Advocate (2021-2022). This progression reflects her expanding expertise in client service and financial planning within the company. Outside of her professional work, Emily has interests that include attending concerts, fitness activities, culinary experiences, outdoor adventures, caring for pets, and traveling.

Christopher Yungstrom is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and bringing six years of industry experience. He previously worked at KeyBank for 11 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Erfman is a CFP® certificant with 13 years of experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan since 2012. Outside of his advisory role, he assists with consumer-directed attendant support services on a voluntary basis. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Kyle Kinsinger is a financial advisor with Thrivent Investment Management in Denver, CO, holding a Series 66 credential and 11 years of industry experience. He has worked at Thrivent Financial since 2015 and Thrivent Investment Management since 2014. Outside of his advisory role, Kinsinger is involved as the owner and operator of a rental property LLC and serves as head coach for a youth soccer team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers integrated planning and managed-account services through its WealthPlan option while maintaining separation of these services.

John Schaecher is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Leo Lauterbach is a financial advisor at Edelman Financial Engines with five years of industry experience. He has previously worked at Personal Capital, Empower Advisory Group, Empower Financial Services, and Omni Financial. He holds a Series 65 designation. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary management options.

Kaylie Judd is a Vice President and Executive Planning Consultant at Fidelity Investments, where she specializes in assisting executives with comprehensive wealth planning. Her work involves developing strategies that integrate employer benefits and address both anticipated and unforeseen financial events. Kaylie has been with Fidelity Investments since 2021, progressing through roles such as Benefits and Planning Consultant and Regional Director before becoming Vice President. Prior to that, she held positions at Charles Schwab and TIAA, gaining experience in investment consulting and client relationship management. Her career began with Advance Trading Inc as a Senior Commodities Brokerage Assistant. Outside of her professional life, Kaylie enjoys attending concerts, social events with friends, hiking, outdoor adventures, and spending time with her family and pets.

John Hanley is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2017, following prior roles at UMB Distribution Services and Marsico Capital Management. Hanley serves as President of The Hundred Club of Denver, a nonprofit supporting the families of public safety officers who die in the line of duty, and is a director on the Denver Scholarship Foundation’s investment and finance committees. 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 recommendations.

Brian Whatley is a financial advisor with LPL Financial in Arvada, CO, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including positions at Wells Fargo Clearing and Fisher Investments. Outside of advising, he owns a rental property in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and corporations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Javier Tafoya is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. Prior to joining Cambridge in 2022, he worked at Equitable Advisors and AXA Advisors. He serves on the boards of several organizations, including Mile High 360, The Doreen Katz Memorial Cancer Foundation, ALPFA Denver Chapter, and the Latino Cultural Arts Center. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Ronnie Dawson II is a financial advisor with Edelman Financial Engines in Denver, CO, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Edgerock Wealth Management, US Bank, and Janus Henderson Investors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term orientation.

Staci Heath is a financial advisor with Edward Jones in Lakewood, Colorado, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, she worked at Terumo BCT and Karl Storz Endoscopy-America, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nathaniel Osborne is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Bank of America, Merrill, Thorlabs Inc., and Ramapo College of New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers planning services through a structured discovery process and ongoing advisory relationships.

Edward Meracle is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 26 years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Eagle Strategies (NY Life), and Allstate Insurance. Outside of his advisory duties, he serves as Chief Operating Officer at RMW Financial Group and is involved with Zortman Tax Service in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and technology-driven investment strategies.

Richard Blanco is a financial advisor at Edward Jones with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including Bancwest Investment Services, Wells Fargo Clearing, A.G. Edwards & Sons, Morgan Stanley Dw Inc., and UBS Financial Services. He is based in Littleton, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm operates a nationwide network of advisors and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Timothy Chapman is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Joshua Nogajewski is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and previously worked at Lauterbach & Amen as an Associate Actuary providing audit and accounting services. He has also held roles outside finance, including positions at the UCCS Gallogly Recreation Center and UCCS Office of Admissions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations such as a municipal advisor and a SIMPLE IRA Employer Advisory program.

Matthew Lancaster is a financial advisor with LPL Financial based in Littleton, CO, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Next Financial Group, Inc., Woodbury Financial Services INC, and OSAIC. Outside of his advisory work, he is involved with Bridge Portfolio Management LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients 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, model portfolios, and retirement plan consulting.