Brittany Larson is a financial advisor with Cetera who holds a Series 66 designation and has 13 years of industry experience. She has worked at multiple firms including Avantax and currently operates Larson Wealth Planners. In addition to her advisory work, Larson is involved in accounting and tax preparation through Larson Accounting Services LLC and Larson Tax and Financial, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment managers.

Jason Lewis is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Raymond James & Associates Inc. for eight years and is also active as a realtor with LIV Sotheby's International Realty. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and a variety of management options.

Kelsey Joan Berryman is a financial advisor at UBS Financial Services in Denver, Colorado, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Arlette Gurrola Morales is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2017. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. J.P. Morgan Securities 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 support its recommendations.

Colten Hill is a Planning Consultant at Fidelity Investments, where he has been advancing his career since 2021. He has held several roles within the firm, including Investment Solutions Representative III, II, and I, as well as High Net Worth Service Associate and Customer Relationship Advocate. In his current role, Colten partners with clients and their families to work towards their financial goals and visions, maintaining a focus on their concerns through goal-based financial planning. Colten holds an Arkansas Insurance License, supporting his advisory capabilities. Outside of his professional responsibilities, he enjoys boating, football, golf, spending time at the lake, outdoor adventures, and snowboarding.

Kurt Cambier is a CFP® and ChFC® with 40 years of experience in the financial industry. He has been with Cambridge Investment Research Advisors since 2008. Cambier serves as a board trustee for the Virginia Cambier Children’s Foundation and is involved in independent insurance activities. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a range of platform solutions and proprietary as well as third-party model strategies.

Ashley Leibfried is a financial advisor at Robert Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Ernst & Young. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, and a range of managed account programs, supported by internal research and a combination of manager-traded and model-traded strategies.

James Shoffner is a financial advisor with Wells Fargo Advisors in Denver, Colorado, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors Financial Network since 2010. Shoffner also serves as a trustee for Finet Practice 401L & DBP and manages Shoffner Private Wealth Management 401K and DBP. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and integrates advisory services with other financial products through a network of advisors.

Amy Diehl is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021. Prior to that, she spent 11 years at JPMorgan Chase Bank and J.P. Morgan Securities Inc. She also has experience with Vlm Properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and advanced modeling tools.

Dallas Grabow is a CFP® with 29 years of experience in the financial services industry. He is affiliated with LPL Financial and has worked at the Credit Union of Colorado since 2009. His career includes involvement with an insurance agency and multiple investment centers under LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gary Wheeler is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Robert Cox is a Financial Consultant currently working at Fidelity Investments since 2025. He has a background in financial advising and investment consulting within the financial services industry. Prior to his current role, Robert served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Senior Financial Advisor at Vanguard from 2021 to 2024. He also worked as an Investment Operations Specialist at Ronald Blue Trust between 2018 and 2021. Robert employs a collaborative and educational approach to partner with individuals and families in defining and constructing financial plans tailored to important life moments. His experience spans various roles that contribute to his expertise in financial planning and investment management. Outside of his professional career, Robert has personal interests that include baseball, comedy, golf, movies, pets, and reading.

Turner Felton is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Hantz Group and has diverse experience including roles at Stonewater Country Club and Fifth Wheel Freight. 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 team of Wealth Advisors. The firm combines institutional advisory with brokerage, distribution, and investment management capabilities.

Heather Baker is a Series 66-registered financial advisor with Merrill in Denver, Colorado, with 27 years of industry experience. She has worked at Merrill since 1994. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Caitlyn Cox is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023 and previously at Northwestern Mutual Investment Services. Outside of finance, she has experience working at the Good Shepherd School and the Faulkner Tennis Center. 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 applying an ESG eligibility framework in its recommendations.

Richard Hendry is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory services and employer-sponsored retirement plans.

Tyler Freeman is a CFP® professional with 13 years of experience in the financial services industry. He currently serves as an advisor with LPL Financial and has held multiple business roles, including ownership of Tyler Freeman LLC. Freeman is involved in community organizations such as Golden Orator Toastmasters and the Golden Rotary-Satellite club. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Johnny Fenley is a CFA® charterholder and holds a Series 66 license with two years of industry experience. He is currently with J.P. Morgan Securities, having joined in 2025, following roles at Blue Room Investment Advisors and Segall Bryant & Hamill. 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 multiple market-facing registrations and operates on a non-discretionary basis.

James Johnson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Wells Fargo Advisors since 2023 and previously worked at Wells Fargo Clearing for eight years. Outside of his advisory role, he has ownership interests in two investment-related ventures based in Boulder, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.