Andrew Ekberg is a financial advisor with Raymond James Financial in Golden, Colorado, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2016 to 2024. He is also an independent contractor and wealth advisor with Garrison Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting, supported by analytical tools and a range of advisory programs.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Christina Kimball is a financial advisor with UBS Financial Services in Denver, Colorado. She holds Series 63 and Series 66 designations and has 15 years of industry experience. Kimball has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services, supported by research from its Chief Investment Office and UBS Global Research.

Benjamin Grasso is a financial advisor at J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Geoffrey Sans is a financial advisor at Fisher Investments with nine years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment approach combining quantitative and qualitative analysis to manage globally diversified portfolios and incorporates specialized risk management and tax-aware strategies.

Charles Andersen is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and over 52 years of industry experience. He has been with MML Investors Services since 1991 and has also worked with Mutual Benefit Life Insurance Company since 1977. Outside of his advisory role, Andersen owns and manages a pension services firm, Executive Compensation Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Troy Davis is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at The Boeing Company and Jackson National Life Insurance Company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves in advisory roles for multiple registered investment companies.

Lisa Anderson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, she worked at BRIDGE Healthcare Partners from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Margaret Webster is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 66 licenses and having 17 years of industry experience. Her prior work includes roles at TIAA-CREF and Cambridge Investment Research Advisors. Outside of finance, she is the owner of Margaret Webster Hypnotherapy, where she volunteers as a Certified Medical Support Clinical Hypnotherapist. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions with investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Anthony Piazza is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines and has held prior roles at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. He is licensed with Series 63 and Series 65 designations and is based in Arvada, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

Andrea Kerkhoff is a financial advisor with Edward Jones in Lakewood, CO, holding the Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she was engaged in the fitness industry, including roles as a personal trainer at Life Time Fitness and owner and head coach of InPower Fitness, where she provided virtual personal training services. Andrea continues to work as a personal trainer on a part-time basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors, offering a range of investment advisory programs and affiliated financial services under a fiduciary standard.

Andrea Barvi is a financial advisor at Edward Jones in Aurora, Colorado. She holds the Series 66 designation and has been with Edward Jones since 2026. Prior to her current role, she held positions including work with the Ministry of Health and the Gruppo Misto Camera dei Deputati in Italy, as well as academic roles at the University of Denver and the Pontifical University Santa Croce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Luce is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing rental properties in the Denver area. 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 large network of financial advisors and branch offices nationwide.

Merrick Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Michelle Dilallo is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. Outside of her advisory work, she is involved with Elevations Wealth Management Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Weston Parks serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. Prior to this, he worked as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. His professional experience also includes positions as a Financial Representative at Bankers Life & Casualty from 2023 to 2024, and as a Tax Associate at Lulloff Leben & Taylor LLC between 2021 and 2023, as well as at Greear Kramer Monaghan PS from 2019 to 2020. In his current role, Parks partners with clients to understand their specific financial goals and leverages his expertise in employer benefits to co-create tailored financial plans. He emphasizes the importance of building strong relationships through competency, reliability, and care throughout the financial planning process. Outside of his professional career, Parks enjoys activities such as attending concerts, fitness, golf, music, and reading.

Annika Franz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank from 2007 to 2018. Outside of her advisory role, she owns and operates B Side Bee Farms LLC, where she is involved in beekeeping, honey production, and mentorship. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Benjamin Carrington is a financial advisor with UBS Financial Services in Denver, Colorado. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Charles Schwab and the University of Colorado Recreation Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Jodie Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Rutherford Law Center and operated Watershed Estate Planning LLC for five years. She also has legal experience from positions at multiple law firms and served as an instructor at the University of Colorado Law School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and funds.