Deborah Sniadowski Lindeke is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has been affiliated with various entities within the Cetera network since 2023 and has prior work experience in the financial and academic sectors, including Widener University. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including model portfolios and bespoke strategies.

Matthew Vaage is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and 24 Hour Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisers. The firm offers a broad range of advisory programs and services, including financial planning and model portfolio management, supported by research from LPL Research and third-party subadvisors.

Stephen Hansen is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015 and previously worked at YCTC, Inc. from 2016 to 2020. 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 large team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Marco Narvaez is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. Marco joined Morgan Stanley Smith Barney in 2026. 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 supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Jacob Pasche is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His background includes roles in education and the food and beverage industry prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and investment consulting through various programs and a broad range of investment strategies.

Shelley Ford is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 registration and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is a co-owner and member of SNF Investments LLC, a company involved in purchasing, fixing, and selling real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and includes various investment offerings along with financial planning and estate strategy services.

Daniel Osugi is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior experience includes ten years at Bank of America. He serves as a successor co-trustee for the Mark M. Osugi Revocable Living Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Daniel Callaghan is a Series 66-licensed financial advisor with LPL Financial, based in Wheat Ridge, Colorado, and has 16 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL in 2019. Outside of his advisory role, he owns a camper rental business through Outdoorsy.com and works seasonally as a support driver for UPS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Kimberly Larsen is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Wells Fargo and the University of Denver. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Krug is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial for 14 years before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Cathy Maestas is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has worked with several affiliated firms, including Cetera Wealth Services, Summit Brokerage Services, and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Shelley Schlossberg is a CFP®-credentialed financial advisor with 44 years of industry experience, currently practicing at LPL Financial in Denver, CO since 2003. She holds Series 63 and Series 65 registrations and operates a related business offering non-variable insurance products focused on medical, dental, and life coverage. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a broad range of advisory programs, financial planning services, and access to research and model portfolios.

Steven Schindler is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Linsco Private Ledger since 2005, spanning over 21 years of his career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, using both discretionary and non-discretionary management supported by research from internal and third-party sources.

Steven Fraidstern is a financial advisor at OSAIC with 52 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. and Investacorp, Inc. among other firms. Fraidstern also serves as treasurer in several affiliated entities related to investment advisory and insurance businesses. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct portfolios across a wide range of investments.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and over 25 years at LPL within a 26-year industry career. He has been involved with the Credit Union of Colorado in a financial institution investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Jon Zimmerman is a financial advisor with Edward Jones in Lakewood, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent nine years at X West Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Derek Sevier is a financial advisor with OSAIC in Littleton, CO, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He previously worked at Cetera and Foresters Financial Services. Since 2018, he has served as a trustee for the J.K. Mullen Foundation, a charitable organization that distributes funds to various nonprofits. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers integrated brokerage and advisory services using a range of asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Bryan Andersen is a CFA® charterholder with 23 years of industry experience, currently serving at Mass Mutual Investors Services since 2013. He also works with Executive Compensation Inc., focusing on TPA and pension services. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations through structured, collaborative engagements.