Terrance Nugent is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he advises his son on managing a sports-related LLC that receives endorsement income. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans for clients.

Veronica Alvarez is the Regional Director of Executive Services at Fidelity Investments, a position she has held since 2021. In this role, she focuses on coaching and developing associates while assisting executives in creating durable financial plans. Veronica emphasizes building lasting relationships with executives and utilizing a comprehensive wealth planning approach to deliver strategies that empower clients and enhance associates' skills. Prior to her current role, Veronica served as Associate Branch Leader at Morgan Stanley from 2017 to 2021. Her professional experience centers on leadership and executive financial services. Outside of her professional responsibilities, Veronica enjoys camping, family activities, outdoor adventures, and exploring food, as well as spending time with her pets.

Brody Everitt is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and one year of industry experience. His prior roles include positions at Compass Financial Services and volunteering with Volunteer Income Tax Assistance. He has also held various positions unrelated to finance, including work at Iowa State University and John Deere. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various custody platforms and proprietary as well as third-party investment strategies.

Brandon Wann is a financial advisor with LPL Financial based in Denver, CO, holding a Series 66 designation and 16 years of industry experience. His career includes roles at Alliant Credit Union, Presidential Brokerage, Inc., and Equitable Advisors. He is also licensed as a non-variable insurance agent, offering life, long-term care, fixed annuities, and Medicare supplement plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser servicing individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Jennifer Schilter is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and possessing 21 years of industry experience. She has been with Morgan Stanley in various capacities since 2005, with a brief tenure at Ameriprise in 2012-2013. Morgan Stanley Wealth Management is an SEC-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 modeling techniques.

Thomas Mills is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has been with UBS since 2013. Outside of his advisory work, he serves as Chairman of the Board for Denver Kids, a child welfare organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a range of investment products and research-driven strategies.

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.

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 with Edward Jones in Westminster, CO, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 1999, indicating over two decades of association with the firm. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a large nationwide 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. Inc. in Denver, CO, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Baird, she worked at Fidelity Investments and has a background that includes full-time education and work at the University of Dayton Office of Learning Resources. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and municipal advisory services, with a focus on manager selection, internal research tools, and a combination of manager-traded and model-traded strategies.

Cory Huff is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Unified Wealth Management, Gunnallen Financial, and Thrivent Investment Management. Outside of his advisory work, he is involved with Noble Birch Tax Preparation, LLC, where he performs individual income tax preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment approaches that include discretionary and non-discretionary strategies utilizing both proprietary and third-party resources.

Michael Grodek is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan entities since 2013, working in various capacities within the firm. J.P. Morgan Securities LLC 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 applying an ESG eligibility framework in its recommendations.

Sean Mitchell is a financial advisor at Edward Jones in Arvada, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Bruce Troutman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Avantax and MMI Financial Services, where he is the owner and sole proprietor of an independent public accounting firm providing tax preparation, accounting, and payroll services. He also serves on the Board of Directors and Finance Subcommittee of a local nonprofit, Love INC, which coordinates resources from faith organizations to support underserved communities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with diverse program options.

Johnathan Newcomb is a financial advisor with Mass Mutual Investors Services in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to entering financial services, he worked for VIO Med Spa and Clear Creek Endodontics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations typically focused on investment categories and strategies.

Jeffrey Swingle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. Swingle has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.