Bryan Vinz is a financial advisor with Thrivent Investment Management in Englewood, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Thrivent and its predecessor firm since 2002. Vinz also serves on the board of Roundup Fellowship, an organization supporting individuals with intellectual and developmental disabilities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across various financial topics and offers a consolidated billing option for combining planning with managed-account services, while maintaining separate planning and portfolio management functions.

Donald Thuente is a CFP® professional with 13 years of experience at Cambridge Investment Research Advisors in Littleton, CO. He has worked at Cambridge since 2013 and also operates as an independent insurance agent and advisory representative through related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies and multiple custody platforms tailored to client objectives.

Corrine Novak is a CFP® professional at LPL Financial with 11 years of industry experience, including 11 years at Edward Jones prior to joining LPL Financial. She holds the Series 66 designation and is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services through its extensive network of investment adviser representatives.

Jack Flaherty is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. His prior roles include work at Liveacid Software and involvement with the Corinthian Yacht Club. He studied at the University of Colorado, Boulder, from 2019 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also offers discretionary and non-discretionary advisory services and manages model portfolios for intermediary platforms.

Melissa Stitt is a CFP®-certified financial advisor at Charles Schwab with five years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2019 and at Charles Schwab Bank, SSB since 2022. Prior to her current roles, she was employed by the Financial Planning Association and Express, LLC, and studied at the University of Illinois at Urbana-Champaign. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, emphasizing multi-asset model portfolios and centralized operational support.

Alec Weber is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has prior professional experience at Alteryx and Texas Christian University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Bonnie Gibbs is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 63 designation and bringing 40 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she serves as a trustee for a survivor trust managing family financial matters. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Tiffany Gilmore is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of her advisory role, she is an independent beauty consultant for Mary Kay Beauty. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gary Gibson is a financial advisor with MassMutual Investors Services in Denver, CO, holding CFP® and Series 66 credentials with 11 years of industry experience. He has been with Massachusetts Mutual Life Insurance Co and MML Investors Services LLC since 2014. Outside of advisory work, he owns oil and gas mineral rights. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, focusing on collaborative, goal-oriented engagements.

Blake Stamper is a financial advisor at Morgan Stanley with 13 years of industry experience. He has previously worked at E*TRADE Capital Management, Bank of America, Merrill, and Invesco Distributors. Stamper holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by proprietary tools and offers a range of investment and estate planning services.

Joseph Yurglich is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at several firms including Prime Capital Investment Advisors and Northwestern Mutual Investment Services LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing third-party asset managers and advisory platforms.

Leslie Sison is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has been with Merrill since 2014, totaling 12 years at the firm. Merrill, alongside 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 developed by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Zufall is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at TIAA and Cetera Financial. Outside of his advisory work, he serves as an assistant high school girls basketball coach for the Byers School District. 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 an ESG eligibility framework to guide its recommendations.

Hunter Rowland is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Rowland is also a partner in Razzle Retreats, LLC, a real estate venture based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Benjamin Segura is a financial advisor with Wells Fargo Clearing in Greenwood Village, CO, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at U.S. Bancorp Investments, U.S. Bank, Lyft, and Mass Mutual. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Gage Harmon is a financial advisor with OSAIC, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Iron Point Financial Advisors and Grateful Grass Solutions. 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 various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Molly Dyer is a Series 66-licensed financial advisor with Ameriprise in Denver, Colorado, with 13 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to generate and tailor retirement recommendations, combining research, modeling, and tax-efficiency analysis.

Matthew Parish is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 licenses. He has 35 years of industry experience and has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distribution of mutual funds and alternative products, leveraging proprietary research and model-based asset allocations.

Steven Hardon is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans that align with their goals. He supports Financial Consultants as part of the Wealth Management Team. Steven has held multiple roles at Fidelity Investments since 2021, progressing from Workplace Planning Associate to his current position. His experience encompasses various levels of workplace planning consultancy. He holds a California Insurance License. Outside of his professional work, Steven enjoys cooking and baking, participating in family activities, engaging in social events with friends, outdoor adventures, soccer, and traveling.

Jeremy Cantu is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at RBC Capital Markets and Raymond James & Associates. Outside of his advisory work, he serves as CEO of Cantu Development LLC, a rental real estate business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research and analytics to guide its investment approach and offers a range of brokerage and advisory solutions.