Scott Lebauer is a financial advisor with Cambridge Investment Research Advisors in Golden, Colorado, holding Series 63 and Series 65 credentials and working in the industry for 33 years. He has been with Cambridge Investment Research and its affiliated firm since 2016. Outside of his advisory role, he owns an independent insurance agency, Lebauer Financial Design LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a range of customizable investment strategies and platform arrangements.

Deborah Mccann is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates tools such as Secular Return Estimates and Monte Carlo simulations.

Cathy Anderson Hyams is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. Outside of her advisory work, she is an active owner of a family farm. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management and tailors strategies based on each client’s Advisory Risk Profile.

Tyler Gauthier is the Vice President and Branch Leader at Fidelity Investments, where he currently leads and motivates associates to deliver an exceptional client experience and support the community's financial planning needs. He has held various roles at Fidelity Investments since 2014, including Branch Leader, Planning Consultant, Relationship Manager, Investment Consultant, and Financial Representative. Tyler's professional experience spans over a decade in the financial services industry, with prior positions at Envestnet from 2012 to 2014, including Jr. Operations Specialist, Jr. Portfolio Specialist, Portfolio Specialist, and Institutional Client Service Specialist. His extensive background encompasses client relationship management, investment consulting, and branch leadership. Outside of his professional career, Tyler has interests in fitness, football, golf, movies, running, and snowboarding.

Kristi Zakrzewski is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has worked at Linsco/Private Ledger Corp. since 1999. Outside of finance, she operates a floral design business. 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.

Haley Neely is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, she held various roles outside the financial sector, including positions in the restaurant industry. 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 through a select group of Wealth Advisors.

Kevin Palm is an Investment Management Consultant II at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Solutions Representative III and Workplace Planning Consultant I and II. Prior to joining Fidelity, Kevin worked as a Client Service Associate at Financial Steward Associates and as a Financial Representative Intern at Northwestern Mutual. Kevin holds an Arkansas Insurance License. He emphasizes building strong relationships with clients and focuses on understanding their short- and long-term financial goals to develop customized financial plans. Outside of his professional work, Kevin has interests in fitness, food, football, golf, and skiing.

Guy Miller is a CFP® with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds a Series 66 designation and is based in Lakewood, CO. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Hood is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 65 and Series 66 licenses and possessing 17 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, he worked at IMST Distributors, 361 Capital LLC, Janus Capital Management, and Wells Fargo Clearing. He is slated to join the board of Stanley British Primary School in August 2025, where he will also serve on the finance committee. 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 applying an ESG eligibility framework in its investment recommendations.

Sergio Alcazar is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been associated with Cambridge Investment Research since 2013. Outside of his advisory role, Alcazar is involved in several outdoor-related activities, including serving as a TV host for a hunting consulting company and authoring hunting articles for an outdoor industry group. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a variety of portfolio management strategies and platform arrangements.

Christopher Palladino is a CFP® professional with 22 years of industry experience. He is currently with Fidelity, where he has worked since 2025, following an 11-year tenure at Jackson Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves as an advisor to multiple registered funds while delivering model portfolios through Fidelity Institutional Wealth Adviser.

Zachary Yarnell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career background includes roles at U.S. Bank, Deloitte, and the University of Denver prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lucas Giokas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at Real Capital Solutions from 2014 to 2021. His credentials include the Series 63 and Series 66 licenses. 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 recommendations.

James Bass is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining J.P. Morgan in 2021, he spent 14 years at Credit Suisse Securities (USA) LLC. Outside of his advisory role, Bass is involved as a member in investment ventures including a sports analysis company and a digital asset lending marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Pamela Miller is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and having seven years of industry experience. She has worked within various Wells Fargo entities since 2001. Outside of her advisory role, she serves as vice-president of the West Skylake Ranch Homeowners Association, where she participates in meetings concerning subdivision upkeep and neighbor disputes. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Henry Lao is a CFA® charterholder and holds a Series 65 license with 16 years of industry experience. He is currently with LPL Financial and previously spent over a decade with Mercer Global Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Victoria Simmons is a financial advisor at Edward Jones with 13 years of experience in the industry. She holds the Series 66 designation and is based in Littleton, CO. Simmons has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides 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.

Katherine Robbie is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining RBC in 2017, she worked at UBS Financial Services from 2002 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Connor Bright is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and previously worked at Altitude Investment Management, LLC. Outside of his advisory role, he serves as a league commissioner for a fantasy football league and works as an insurance agent selling life and annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, third-party managers, or custom strategies across various program structures and custodial relationships.

Todd Price is a financial advisor at Edward Jones with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for J.P. Morgan Institutional Investments Inc. for 10 years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies and affiliated investment products through a large network of financial advisors and branch offices nationwide.