Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nozomi Kido is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, Kido served in the United States Navy from 2020 to 2024. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and industry research to support its financial planning process.

Charles Powell is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Darren Scott is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is involved in performing and fine arts, including music performance, education, writing, and multimedia streaming. He also works occasionally as a driver for ride-sharing and food delivery services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Chad Adams is a Series 66-credentialed financial advisor with 19 years of industry experience, currently serving clients at UBS Financial Services in Denver, Colorado. He has been with UBS since 2005. Outside of his advisory role, he is involved in a small car-sharing business operated with his wife. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions tailored to client goals.

Patrick O'Connell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at 1703 Holdings and DICKS Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Abraheem Yameen is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory work, he is involved as a math tutor and performs video transcription services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to support both discretionary and non-discretionary management.

Christopher Dietz is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Dietz serves on the Finance and Investment Committee for All Soul Parish, a religious organization in Englewood, Colorado. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Bret Roberts is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Scaturro is a CFP® with 30 years of industry experience, currently serving as an advisor at Cetera since 2023. He has held positions at Altitude Investment Management, LLC and VOYA Financial Advisors, and has operated Premier Financial Benefits LLC since 1999. Outside of financial advising, he is also an independent insurance agent and a licensed real estate broker. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Madison Carter is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns ON THE PULSE LLC, a business focused on authoring and publishing guide books and consulting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models, including Monte Carlo simulations, to develop financial plans.

Carolyn Bondarovich is a financial advisor with LPL Financial, holding a Series 63 license and over 42 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Outside of her advisory work, she is involved in interior design consulting for private homes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, alongside research and model portfolios from multiple sources.

Jacob Jelinek is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2020 and has prior experience at Canvas Credit Union and Northwestern Mutual. Jelinek has also held roles at Colorado State University, Doane University, and Alpine Moving Company. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Jane Bronson is a financial advisor at Merrill in Denver, CO, with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor firm since 1989. Merrill, along 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 a diverse client base including individuals, high-net-worth clients, and institutions.

Scott Andress is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at Bank of America, NA and Merrill, spanning over two decades. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Kenneth Blair is a financial advisor with Edward Jones in Denver, CO, holding the Series 66 designation and 20 years of industry experience, all with Edward Jones since 2006. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ivonne Monnett Pickett is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2010. Outside of her advisory role, she co-owns a rental property in Firestone, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, leveraging proprietary research and tools to develop customized recommendations.

Seth Mitchell is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in producing instructional videos for performers through Colline Productions. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Gregory Bickle is a financial advisor with Thrivent Investment Management in Denver, Colorado. He holds the Series 66 designation and has 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. He serves on the Board of Directors of the Lutheran Family Services Rocky Mountain Foundation, which manages charitable funds for the organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning and a managed-account program under a consolidated billing option while maintaining separate planning and investment services.

Trevor Booth is a Benefits & Planning Consultant specializing in Executive Services. In his role, he partners with executives to help them understand their employer benefits and utilize those benefits effectively within their financial plans. He emphasizes a planning-first approach focused on clarity and aligning financial strategies with individual goals. Trevor's professional experience includes multiple roles at Fidelity Investments, where he progressed from Customer Relationship Advocate to Investment Solutions Representative II in Fixed Income. Prior to his tenure at Fidelity, he worked as a Life Insurance and Annuities Representative at Primerica. Outside of his professional work, Trevor has interests in fitness, social events, playing musical instruments, music, pets, and skiing.