Charles Kroll is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he served in the United States Marine Corps for 24 years and worked at Power Home Remodeling for four years. 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 affiliated investment products, supported by a large national network of financial advisors and branch offices.

Sarah Caruso is a financial advisor at Ameriprise with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, and National Planning Holdings. She is also a co-owner of Loveday Caruso Wealth Management Group, LLC, managing an Ameriprise-affiliated business. Ameriprise Financial Services is a large firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and annual planning advice focused on dependable income and tax-aware withdrawal strategies. The firm’s retirement service uses proprietary research, third-party data, and internal oversight to support its asset allocation and withdrawal guidance.

Bryan Gray is a financial advisor with Osaic who holds a Series 66 designation and has 33 years of industry experience. He has worked at Osaic since 2024 and previously spent over two decades at Woodbury Financial Services. Gray is also the owner of Alpine Planning Group, where he provides services including life insurance, annuities, long-term care, and disability insurance. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various tools and third-party platforms to construct diversified portfolios tailored to client needs.

Jesse Joffray is a financial advisor at Thrivent Investment Management with four years of industry experience and holds the Series 66 designation. His prior experience includes roles at Fidelity Investments and Lifetime Fitness, as well as academic positions at Denver University and the University of Colorado Boulder. Outside of his advisory work, he manages a rental property where he rents a room in his home. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Colin Lancaster is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at several firms including Woodbury Financial Services, Alpine Planning Group, and OSAIC. He is also involved with LifeWealth Planning Group, a business activity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options, combining technology-driven tools with a broad service platform.

Christopher Parsons is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Parsons is also a principal of Manmachine Co., an investment-related business based in Denver. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored recommendations and provides clients with flexible implementation options through brokerage or advisory programs.

Daniel King is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at J.P. Morgan Securities and affiliated entities since 2007, including JPMORGAN Chase Bank since 2016. 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 an ESG eligibility framework.

Ty Clifton is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Clifton guides fly fishing and hunting at Elk Creek Ranch on weekends during the warmer months. LPL Enterprise serves a broad client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research and third-party strategists, and provides access to financial planning, third-party asset managers, and affiliated trustee and insurance services.

Matthew Parkin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, First Trust, Personal Capital Advisors, and Wells Fargo Investments. Outside of his advisory work, he owns and manages a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jesse Schultz is a financial advisor with Edward Jones in Golden, Colorado, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Elevate Property Services, Inc., Epicon, LLC, and the Town of Marana Water Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.

Margaret English is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She previously worked at Eagle Strategies (NY Life) for 12 years before joining LPL Financial in 2011. Outside of her advisory work, she conducts seminars and engages in e-commerce activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and access to third-party asset managers.

Andrew Duffy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Aspen Grove Capital LLC, and Long Arc Capital. Outside of finance, he has experience working at The Pitcher Inn and operated a window washing business. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Dellinger is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts with custody and trade execution services from major providers like BNY Mellon Advisors and Pershing.

Joshua Edelson is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Barclays Capital. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Marc Cimmino is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and totaling 14 years of industry experience. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab & Co., Inc. from 2011 to 2018. Outside of advising, he owns a sole proprietorship involved in real estate rental. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Tim Mc Laughlin is a financial advisor with Raymond James & Associates, holding Series 63 and 66 licenses and bringing eight years of industry experience. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Transamerica Capital Inc, and ReadyTalk. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Cody Foster is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2013, with a brief tenure at Investment Centers of America and Ameriprise. Outside of his advisory role, he is involved in managing residential and commercial real estate investments as a co-owner and managing director of related entities. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives and advanced research tools.

Todd Lansing is a financial advisor with LPL Financial, holding a Series 66 credential and 15 years of industry experience. He previously worked with Equitable Advisors and Axa Advisors LLC for nine years before joining LPL Financial in 2020. Outside of his advisory work, he serves as a replay official for the Colorado Christian University Athletic Program. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Andrew Gift is a financial advisor at LPL Financial with 40 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. His prior experience includes 16 years at Cambridge Investment Research and two years at Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies supported by advisor-facing tools, while also offering extensive non-advisory financial services.

Arist Sher-Jan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several positions including Investment Consultant, Workplace Planning Consultant I, II, and III, and Workplace Planning Associate. This experience has provided him with a comprehensive understanding of financial planning and investment consulting. Arist's professional purpose is to assist clients in navigating the complexities of finance to develop strong financial plans. He aims to empower clients to make confident financial decisions and to serve as a resource and coach for those seeking financial guidance. Outside of his professional work, Arist has interests in cars, comedy, fitness, social events with friends, pets, and skiing.