Isaac Greene is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has 20 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2015. Greene is also involved with Every Season Wealth Partners as an Investment Adviser Representative. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management and investment platforms.

James Metcalf Jr. is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC Capital Markets Corporation since 2008 and was previously associated with LT Securities Inc. since 1987. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various wrap fee advisory programs and tailors investment strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Nicholas Turnquist is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Confetti Wealth - Ameriprise Financial Services for three years and spent time at Wipfli LLP in two separate roles. He also has experience at Eau Claire Golf & Country Club prior to his finance career. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Sal Melaragno is Vice President and Financial Consultant at Fidelity Investments. He partners with clients to help them make educated financial decisions and pursue their long-term goals. Since joining Fidelity Investments in 2014, Sal has held various roles including Investment Solutions Representative, Financial Representative, Relationship Manager, Investment Consultant, and Vice President Financial Consultant. Sal holds a California Insurance License. His professional experience spans multiple aspects of financial advising, enabling him to provide comprehensive support to his clients. Outside of his professional career, Sal enjoys a variety of personal interests including hiking, skiing, traveling, reading, music, and exploring food.

Jan Long is a financial advisor at LPL Financial with 19 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 financial planning and advisory programs, utilizing model portfolios, research, and technology-driven strategies.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. 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 an ESG eligibility framework when recommending strategies.

Joshua Jesudass is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America (Merrill Lynch). Outside of advising, he is associated with JRJ Enterprises, a family property and rental company, although he has no active responsibilities there. 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 an ESG eligibility framework.

Christopher Deshano is a CFP® professional with 28 years of industry experience. He is currently affiliated with LPL Financial and was previously with Cambridge Investment Research Advisors, Inc. for 17 years. Outside of his advisory role, he is a business owner of DeShano Care Centers LLC and is involved in managing a family farm. LPL Financial is a national investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by proprietary research and third-party model portfolios.

Erica Kohlwaies is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. in Denver, CO. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Steven Conn is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs among its offerings.

Sherri Pfeiffer is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2004, with a brief period at BofA Securities in 2019. Outside of her advisory role, she co-owns an LLC that holds mineral assets. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leonard Frisbie is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at LPL Financial since 2017 and previously at Trilogy Capital, Inc., Trilogy Financial Services, and National Planning Corporation. Outside of his advisory role, he is the owner and producer of Razor Insurance Group, an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Timothy Jensen is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at FSC and Wells Fargo Clearing. Outside of his advisory work, he owns Tim's Tennis Time LLC, where he provides tennis instruction and coaching. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage and advisory services and employs various portfolio construction tools, supporting both discretionary and non-discretionary account management.

Ben Setlak is a Financial Consultant at Fidelity Investments. He works with individuals and families to build, implement, and monitor financial plans, emphasizing the importance of personalized plans and trusted advisor relationships. Ben has been with Fidelity Investments since 2021 and has held multiple roles, progressing from Workplace Planning Associate to his current position. His experience includes various planning consultant roles within Fidelity, developing his expertise in supporting financial planning needs. Prior to joining Fidelity, Ben interned as an Economics Intern at First Trust Portfolios in 2019. Ben holds an AR Insurance License. Outside of work, he enjoys baseball, family activities, fishing, golf, hiking, and running.

Craig Garrison is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 21 years of industry experience, including 20 years with Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management. In addition to his advisory role, he owns Bench in Golden, LLC, a holding company for partnership shares. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client decision-making and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Amy King is a CFP® professional affiliated with LPL Financial in Arvada, CO, with 10 years of industry experience. Her prior roles include positions at Bessemer Trust Company NA and Tedstrom Wealth Advisors. Outside of her advisory work, she is involved with W.o.W Women of Wealth LLC, a real estate rental venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions nationwide. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kate Bentson is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. She began her career in the financial industry in 2026 and has prior experience at JPMorgan Chase Bank, N.A., and Gart Properties. 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.

Allen Cunningham is a Benefits & Planning Consultant within Executive Services at Fidelity Investments, a role he has held since 2026. He specializes in assisting clients with understanding and utilizing their workplace benefits, integrating these into personalized financial plans. His approach involves discussing clients' priorities, evaluating their financial situations, and identifying opportunities to meet their goals through education, planning, and ongoing guidance. Prior to his current position, Allen gained experience at Fidelity Investments in various roles including Investment Solutions Representative III, II, and I from 2022 to 2026, as well as serving as a High Net Worth Representative and Customer Relationship Advocate. He began his career in the financial industry as a Teller at Bank of The West between 2020 and 2021. Allen holds an AR Insurance License. Outside of his professional responsibilities, Allen enjoys boating, attending concerts, football, golf, and snowboarding.

Richard Mower is a CFP® certificant with 29 years of industry experience, currently affiliated with LPL Financial in Golden, CO. He has been associated with LPL Financial and its predecessor entities since 2005 and has operated Meridian Wealth Management LLC since 2012. Outside of his advisory work, he is a silent investor in a private investment company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Bartfeld is a financial advisor with Edward Jones in Aurora, Colorado, holding a Series 66 license and bringing 22 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.