James Murray is a CFP® professional affiliated with LPL Financial, bringing 26 years of industry experience. Prior to joining LPL Financial in 2025, he spent 15 years with SCF Investment Advisors, Inc. and SCF Securities, Inc., and four years at Next Financial Group, Inc. He also maintains involvement with MohrAlex, LLC, a tax preparation and accounting firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individual clients, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Devin Barton is a financial advisor at Edward Jones with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2017, he worked at AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory role, he owns Barton Enterprises LLC, a business engaged in owning and leasing commercial real estate. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Richard Argotsinger is a CFP® professional with 40 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial for 16 years. Outside of his advisory role, he serves as treasurer for the Lions Club of Highlands Ranch and is the congregational financial officer for the Denver Community of Christ. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with portfolios constructed using firm-provided asset-allocation tools and access to third-party money managers.

My Co Dinneen is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2013 and 2015, respectively. Based in Denver, CO, he has spent his career at this firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Katherine Healey is a financial advisor at Edward Jones with one year of industry experience. She holds Series 66 and Series 63 licenses and has prior experience at Northwestern Mutual, Synergy One Lending, and Guaranteed Rate Mortgage. Outside of her advisory role, she is involved in property management through a rental property in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and affiliated products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Chase Rodine is a financial advisor at OSAIC with two years of industry experience. He holds a Series 66 designation and previously worked at Cetera and Cetera Investment Services LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, employing various tools and strategies to construct and manage portfolios.

Matthew Tomeny is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and Personal Capital - Empower. Outside of his advisory role, he is an independent musician who writes and produces his own music, occasionally generating streaming royalties. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Martin Cuilla is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity Investments since 2013, progressing through roles including Investment Consultant and Financial Consultant. In his current role, he assists clients in integrating their workplace benefits with their overall wealth planning objectives. Martin's expertise includes retirement planning, income planning, and tax-efficient investing. He focuses on simplifying complex financial issues to make them more manageable for his clients. He holds an Arkansas Insurance License. Outside of his professional work, Martin enjoys hiking, music, outdoor adventures, scuba diving, skiing, and traveling.

Guy Acerra is a CFP® professional with 49 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. In addition to his advisory role, Acerra serves on the Board of Directors for The Reserve at Cub Creek Ranch HOA in Evergreen, CO. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce annual recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ryan Dix is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Capitala Advisors Corp., Dix Barrett & Stiltner, and Steele Street Bank and Trust. J.P. Morgan Securities LLC 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 investment recommendations.

Laile Landauer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining LPL Financial in 2022, Landauer worked for Cetera Advisors LLC from 2010 to 2022. Outside of finance, Landauer is involved in music production through a business called LongPlaya Productions. 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 supports a broad range of investment strategies and offers various platforms and tools to its network of over 22,800 advisors.

Peter Hansen is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fidelity Investments and its affiliated firms since 2011. Outside of his advisory role, he is a member-manager of TW III LLC, an entity involved in acquiring and managing long-term rental properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail, institutional investors, and registered investment companies, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Deanna Pickman is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2015. She also has an ongoing role at Mountain Knitwear since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Donald Pacheco Jr. is a ChFC®-designated financial advisor with 44 years of industry experience, currently with Equitable Advisors in Denver, CO. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he is appointed to sell insurance products outside of the Equitable network. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Michael Ziegler is an Investment Management Consultant II currently with Fidelity Investments. In his role, he focuses on developing relationships with clients to assist them with their financial health, particularly in understanding and tailoring executive benefits within personalized financial plans. Michael has been with Fidelity Investments since 2019, holding positions including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. His experience spans various aspects of benefits and workplace planning, contributing to his expertise in client relationship management and financial consultation. Outside of his professional work, Michael has interests in camping, cooking and baking, hiking, snowboarding, and traveling.

Sterling Crowe is a Series 66 licensed financial advisor with 15 years of industry experience, currently practicing at UBS Financial Services in Denver, CO since 2013. He serves as a member of the board of directors for the Denver Health Medical Plan, which provides healthcare coverage for employees of the Denver Health Authority and the Career Service Authority. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor client plans. The firm combines institutional trading capabilities with wealth management services across multiple financial products and platforms.

Kenric Vezina is a financial advisor with Edelman Financial Engines in Westminster, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of finance, he provides freelance voice over services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a proprietary modeling process with planner delivery and online tools. The firm manages a wide range of portfolios with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Jesse Weiner is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes scenario modeling and advisory services without providing individual security recommendations in standalone plans.

David Straub is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and six years of industry experience. His work history includes roles at JPMorgan Chase Bank, Robinhood Financial, and Fidelity Brokerage Services. 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.

Mary Jacobus is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has been with RBC Capital Markets and its affiliated entities since 2015. In addition to her advisory role, she serves as adjunct faculty at the University of Denver and is on the board of directors for the Range of Motion Project, which focuses on prosthetic care. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies to each client’s risk profile using a combination of in-house and third-party managers.