Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Charles Schwab for five years. His background also includes positions at Copper Mountain Ski Area, First Bank, and Colorado Christian University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its WealthPlan option, maintaining separation between the two.

Benjamin Disalle Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2015, and prior to that with Summit Financial Group Inc. He serves as treasurer for The Financial Retirement Group Inc. and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Michael Whited is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and its affiliates for over a decade. He is based in Denver, Colorado. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Matthew Gerth is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and three years of industry experience. He previously worked at CIBC Private Wealth Management, Bank of America Private Bank, and SunTrust Bank. Outside of finance, he is involved with DND Fitness LLC, where he models fitness attire for digital media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Alexis Lebkuecher is a financial advisor at UBS Financial Services in Denver, CO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining UBS in 2025, Alexis worked at Charles Schwab and has held various positions in different industries including roles at Indian Hills Country Club and Ziggis Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Garrett Gunberg is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Personal Capital Advisors for 10 years, followed by roles at Empower Financial Services and Empower Advisory Group. Garrett is based in Denver, CO. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Nicholas Dunham is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds the PFS™ designation and has been active in the industry since 2018, including his work with Zimmerman & Dunham and his prior role at ND Sports LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and model portfolios.

Warren Anderson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he spent 24 years at Charles Schwab and Co., Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

Maisie Jones is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She develops engagement strategies to support each client's unique planning and relationship needs. Jones has worked in various roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate. Prior to joining Fidelity, she completed a Financial Planning Internship at New England Professional Planning Group in 2019.

Alexander Bauer is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, holding various roles including Investment Management Consultant, Central Relationship Manager, and positions focused on high net worth clients. His experience encompasses comprehensive financial services and client relationship management within the investment industry. As a Certified Financial Planner4 practitioner, Alexander approaches financial planning by understanding his clients' individual goals and priorities. He emphasizes trust, transparency, and tailored recommendations while taking a holistic view of personal and family finances to empower clients in making informed decisions. Outside of his professional role, Alexander has interests in art, comedy, concerts, cooking and baking, and fishing.

Joseph Sartini is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MarketChief.io and DR Microgrid. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Mark Boshoven is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2025. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with both discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Peter Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at National Planning Corporation. Outside of his advisory role, he is a licensed, non-practicing attorney, founder of Coleman Capital and Risk Management, and a member of The Rotary Club of Evergreen. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Darcy Armstrong is a financial advisor at Merrill in Denver, CO, with 14 years of industry experience. He has been with Merrill since 2013. Armstrong holds Series 63 and Series 65 designations. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gordon Bauer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2000. Outside of his advisory role, he is active as a concert pianist and piano instructor, and he is involved in floral design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Devon White is a financial advisor at Stifel based in Denver, Colorado, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Merrill Lynch and Bank of America. Outside of finance, he has experience at Core Power Yoga. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Jamie Vandergriff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Vandergriff worked at Empower Retirement and U.S. Bank, accumulating a decade of experience in financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating systematic methodologies and algorithmic approaches.

Jordan Ringstad is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining RBC in 2020, he worked at Foreside Fund Services, LLC and Knowledge Leaders Capital, LLC from 2014 to 2020. He serves as Treasurer on the board of Children's International Summer Villages, Rocky Mountain Denver Chapter, a volunteer-run charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers, with a capital-markets presence and affiliated asset management capabilities.

Casey Minnick is a Series 66-licensed financial advisor with UBS Financial Services in Denver, CO, with four years of industry experience. Prior to joining UBS Financial Services in 2021, Minnick worked at UBS from 2016 to 2021. Minnick serves on the board of directors for the USO in Colorado and Wyoming, where responsibilities include event planning, speaking about military experience, and assisting with fundraising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-based asset allocations.