Nicholas Bosso is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has held roles at several firms, including Cetera Wealth Services, Lighthouse Advisors, and Collabera. Outside of his advisory work, he creates gaming and music content as a Twitch streamer. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that supports various investment program structures and strategies.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Ann Post is a financial advisor at Morgan Stanley in Denver, CO, with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016, including five years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Alyssa Cadavid is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role she has held since 2024. She collaborates closely with clients to develop customized financial plans that align with their short- and long-term goals. Alyssa prioritizes forming strong relationships with her clients and their families, emphasizing trust, reliability, and competence in her work. Her experience at Fidelity Investments includes positions such as Investment Solutions Representative II and I, High Net Worth Representative, and Customer Relationship Advocate, spanning from 2021 to her current role in 2024. This progression reflects her growing expertise in investment solutions and client relationship management. Outside of her professional responsibilities, Alyssa enjoys board games, camping, comedy, concerts, skiing, and traveling.

Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Carlos Ponce is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with UBS Financial Services since 2016. Outside of his advisory role, he serves on a committee at Ponce LLC, a family partnership involved in managing real estate expenses and property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Chuyang Guan is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. Since beginning their career at Fidelity in 2020, Chuyang has held various roles within the company, including Workplace Planning Consultant, Financial Consultant 1, Investment Solutions Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Chuyang's professional experience encompasses benefits and financial planning, with a focus on developing tailored strategies and services to assist clients in planning for both expected and unexpected life events. They hold insurance licenses in Arkansas and California. Outside of work, Chuyang enjoys playing badminton, table tennis, and tennis, as well as exploring food and watching movies.

Nicholas Manna is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. He works closely with clients to build financial plans that they are comfortable with, confident in, and committed to, leveraging the trusted brand and resources of Fidelity. Nicholas has been with Fidelity Investments since 2016, holding various roles including Portfolio Specialist, Client Management Representative, Central Relationship Manager, Financial Representative at the Broomfield Branch, and Premium Relationship Associate. This progression reflects his extensive experience in client management and financial services within the company.

William Levine is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at Kestra Advisory Services and Kestra Investment Services from 2019 to 2026, and Life Transition Planners from 2014 to 2018. Levine also serves as an Associate Advisor at Catalyst Retirement Advisors, where he supports lead advisors in financial planning and client service. 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 institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced advisor tools.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

Stephanie Johnson is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at QEP Resources, Inc. from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Sheldon is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones. Sheldon is also the CEO of Sheldon Financial, LLC, a support company she founded in 2018. Additionally, she manages financial affairs for a family member as a power of attorney. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary advice using risk profiling and modeling tools, and it offers specialized municipal and SIMPLE IRA advisory services.

James Ryan is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 license and bringing 16 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured discovery process.

Tyler Strunk is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 65 credentials and seven years of industry experience. His career includes roles at Merrill, TD Ameritrade, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and an integrated operational structure.

Carly Wendt is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2016 as part of the Beckley-Wendt financial advisory team. She specializes in creating customized financial plans for individuals and families, focusing on client-centered goals that include retirement planning, legacy planning, and socially responsible investing. Carly holds the CERTIFIED FINANCIAL PLANNER® designation among other professional certifications such as the CERTIFIED PLAN FIDUCIARY ADVISOR and Retirement Accredited Financial Advisor. Before joining Merrill Lynch, Carly gained experience in corporate governance, public relations, and investment management, most recently managing pension and savings plan assets for a public oil and gas company. She earned her bachelor's degree in journalism from the University of Nebraska-Lincoln and a Master of Business Administration in Finance from Baruch College in New York City. Carly emphasizes ongoing financial and investment education to support her work. Active in the community, Carly serves on the Board of Trustees and Investment Committee for The Women's Foundation of Colorado and has held a position on the Women's Leadership Foundation Board of Directors. She is also involved with the Women's Estate Planning Council and the Women's Chamber of Commerce. Outside of her professional commitments, Carly enjoys running, skiing, cycling, and exploring the mountains with her husband, Will Herrmann, and their Rhodesian Ridgeback.