Sean Marrin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. Prior to joining Cetera in 2026, he worked at Raymond James Financial Services from 2013 to 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with access to both affiliated and third-party managers.

Tyler Oglesby is a financial advisor at Edward Jones in Golden, CO, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Kevin Arvidson is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has worked previously at MML Investors Services, MassMutual, Wealth Strategies Group, Park Ave Securities, and Guardian. He serves as a board member of the Douglas County Community Foundation in Lone Tree, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Mark Vaimberg is a CFP® and ChFC® with 41 years of industry experience. He is currently affiliated with OSAIC and has previously worked at Securities America Advisors and Investacorp Advisory Services. Outside of his advisory role, he serves as an executor of his mother’s estate and is a licensed insurance agent specializing in fixed insurance, annuities, and group medical insurance for business clients. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party solutions to construct diversified portfolios.

Jeffrey Newell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates for 16 years and UBS Financial Services for 7 years. He operates under the DBA Newell Money Management for his LPL 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with a broad range of advisory and brokerage services backed by extensive operational and research tools.

Sean Regnier is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in advertising and insurance roles, including positions at Bayard Advertising and Goosehead Insurance. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bernard Taillon III is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Walnut Street Securities, Walnut Street Advisers, and HFG Advisors. Taillon is also a practicing CPA, providing tax preparation, bookkeeping, and tax advisory services through his own firm, BTS, Inc. 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 broad range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

David Sime is a financial advisor with Edward Jones in Arvada, CO, holding the Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following brief periods at Target Corp and times of unemployment. 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.

Joshua Campora is a financial advisor with Wells Fargo Clearing in Golden, Colorado. He holds Series 63 and Series 66 designations and has 26 years of industry experience. His prior work includes positions at Commercial Federal Bank and Waddell & Reed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets through a large network of advisors and integrates research and analytics into its diversified investment approach.

Andrew Wilson is a financial advisor at OSAIC Wealth Inc. based in Denver, CO, holding the ChFC® designation and Series 63 license with 20 years of industry experience. His prior experience includes roles at DNVR Financial, Principal Financial Services, John Hancock, and related entities. Outside of advisory work, he serves as president of a fixed insurance business where he reviews and sells insurance plans to clients. OSAIC Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a broad range of investment vehicles.

Huy Nguyen is a financial advisor with Fidelity Investments in Lakewood, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab, the Tennyson Center for Children, and Target Corporation. He was also involved with the Vietnamese Eucharistic Youth Movement for seven years. Fidelity's Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to multiple registered investment companies, and incorporation of AI-driven research tools.

Kristina Baca is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2017. She has been with Fidelity since 2010, progressing through various roles including Investment Consultant, Retirement Relationship Manager, and Financial Representative. Kristina works with clients to guide and empower them through all phases of wealth planning, focusing on goal-oriented and life-centered planning. Her approach centers on helping clients pursue their financial dreams while enabling them to spend less time worrying about money and more time enjoying what matters most. Kristina's extensive experience within Fidelity has provided her with a broad perspective on investment and retirement solutions. Outside of her professional career, Kristina enjoys family activities, hiking, scuba diving, skiing, tennis, and traveling.

Brock Storfa is a CFP®-designated financial advisor with Edward Jones in Littleton, CO, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 15 years at Rubicon International. Storfa is a co-owner of Storfa Properties, LLC, a rental property business managed remotely. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating a nationwide network of financial advisors and managing approximately $1.01 trillion in assets.

Jadan Orgeron is a financial advisor with J.P. Morgan Securities in Englewood, CO. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Edward Jones. Outside of finance, he has been involved with Casino Party USA for two years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Slavi Fildishev is a financial advisor at Edward Jones in Lakewood, CO, holding the CFA® designation and Series 66 license with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Bruce Dibiase is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Morgan Stanley and its Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling.

Benjamin Bolt is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is based in Broomfield, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advisory services grounded in modern portfolio theory. The firm serves institutional clients with both discretionary and non-discretionary solutions, including a notable range of insurance-related investment options.

Jody Mcnerney is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 66 designation and has worked previously at BMO Bank NA, BancWest Investment Services, and Invest Financial Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.