Drew Wotton is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Boulder, CO, with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Edward Jones from 2016 to 2018. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence.

Zachary Yarnell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His career background includes roles at U.S. Bank, Deloitte, and the University of Denver prior to joining J.P. Morgan Securities. J.P. Morgan Securities 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.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.

Lucas Giokas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021 and previously worked at Real Capital Solutions from 2014 to 2021. His credentials include the Series 63 and Series 66 licenses. 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 applying an ESG eligibility framework in its recommendations.

James Bass is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining J.P. Morgan in 2021, he spent 14 years at Credit Suisse Securities (USA) LLC. Outside of his advisory role, Bass is involved as a member in investment ventures including a sports analysis company and a digital asset lending marketplace. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Pamela Miller is a financial advisor at Wells Fargo Clearing with six years of industry experience. She has worked at Wells Fargo Bank and its affiliates since 2001. Outside of her advisory role, she serves as Vice-President of the West Skylake Ranch Homeowners Association, where she participates in meetings on subdivision upkeep and neighbor disputes. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Henry Lao is a financial advisor at LPL Financial in Denver, CO, holding the CFA® designation and a Series 65 license with 16 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Mercer Global Advisors Inc. for 17 years. 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 retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Katherine Robbie is a financial advisor at RBC Capital Markets with 30 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining RBC in 2017, she worked at UBS Financial Services from 2002 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a combination of in-house and third-party investment managers.

Daniel Grote is a financial advisor with LPL Financial in Boulder, CO, holding the CFP® designation and Series 63 and 65 licenses, with 24 years of industry experience. He previously worked at Securities America and Securities America Advisors before joining LPL Financial in 2020. Outside of his advisory role, he has engaged in driving for ride-share services such as Uber and Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technology solutions.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Daniel King is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Trust Company since 2007. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Matthew Parkin is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Morgan Stanley, Charles Schwab, and Wells Fargo Investments. Outside of his advisory role, he manages a rental property in Denver, Colorado. J.P. Morgan Securities 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.

Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

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 has been with LPL Financial since 2011. In addition to her advisory role, she provides ongoing service for prior insurance business through New York Life's Advanced Markets Network and conducts educational seminars. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with access to diverse model portfolios and research.

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.

Joshua Edelson is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

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.

Andrew Gift is a CFP®-designated financial advisor with 40 years of industry experience. He is currently with LPL Financial, where he has worked since 2023, following a 16-year tenure at Cambridge Investment Research Advisors. Gift also provides tax preparation and accounting services on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Amy Norder is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2014. She holds a Series 66 license and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.