Kevin Mc Cartney is a financial advisor at Edward Jones in Littleton, CO, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, Mc Cartney maintains a blog called Million Mile Marriage, which focuses on his marriage and travel experiences, and serves as a volunteer assistant wrestling coach at Mullen High School. 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 advisory programs and investment strategies, supported by a large nationwide network of advisors and branches.

Ashley Sundseth is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, she worked at Watson and Co and held several positions outside the financial industry. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing roughly $671 billion in assets through its network of over 14,000 financial advisors.

Courtney Davis is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Rockwell Pearson is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and previously worked at First Financial Equity Corporation for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Gregory James is a financial advisor at Cambridge Investment Research Advisors with 50 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2022, following a long tenure at Cantella & Co Inc from 2003 to 2023. 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 a network of independent professionals, utilizing various portfolio management platforms and strategies tailored to client objectives.

Lorena Frank is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services, LLC since 2018. Prior to that, she was employed at Rhein Haus from 2016 to 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe, offering discretionary and non-discretionary advisory services as well as model portfolios for intermediary platforms.

Nicholas Oxaal is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In his current role since 2026, he focuses on assisting executives with holistic wealth planning and benefits integration. His professional experience at Fidelity includes progressive roles starting from Workplace Planning and Advice Associate in 2023 to Workplace Planning Consultant I and II before his current position. Prior to joining Fidelity Investments, Nicholas worked as an Associate Financial Advisor at Northwestern Mutual from 2020 to 2023. This background contributes to his expertise in benefits and workplace planning. Outside of his professional life, Nicholas has interests in camping, football, hiking, playing musical instruments, skiing, and traveling.

Caitlyn Dunbar is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015 and is also involved with Earth Treks Climbing Center outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Tierney Ziebelman is a CFP® with 11 years of experience in financial advisory. She is currently with Ameriprise in Denver, CO, where she has worked since 2016, including a prior role at MetLife Securities. Ziebelman owns and manages an advisory business under LbyD, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Ameriprise Premier Retirement Income service, which provides customized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies.

Jacob Duckett is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Christopher Lawyer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 credentials and with 21 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved with several insurance agencies and referral services. LPL Financial is an SEC‑registered investment adviser and broker‑dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non‑discretionary management supported by in-house and third-party research.

Lorilee Colgrove is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Her prior roles include positions at Bank of America and Curtis Financial, and she has experience with entrepreneurial ventures and nonprofit work, including with the American Refugee Committee. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Terri Riedel Manary is a Series 66 licensed financial advisor with 17 years of industry experience, currently with UBS Financial Services in Denver, Colorado since 2013. She is involved in an investment-related partnership, TNT Escapes LLC. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management, utilizing proprietary research and model-based asset allocations.

Tanner Terry is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Tanner has accumulated experience in various roles within the financial industry, including Analyst at Goldman Sachs from 2021 to 2023, Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and Customer Relationship Advocate at Fidelity Investments from 2019 to 2020. As a first-generation college graduate, Tanner has developed a commitment to educating and guiding individuals in making informed financial decisions. He emphasizes building trust and understanding with clients to identify unique priorities and establish relevant financial goals. Tanner's approach focuses on collaboration to work toward a better financial future.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Gordon Weightman is a financial advisor at Morgan Stanley in Denver, CO, holding the CFA® designation and Series 66 license with one year of industry experience. Prior to his current role, he worked for Callan LLC for 18 years. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Sean Loveday is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Ameriprise, he worked at LPL Enterprise and spent 14 years with Pruco Securities, LLC and Prudential Insurance Company of America. Loveday is also co-owner of Loveday Caruso Wealth Management Group LLC. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Terri Williams is a financial advisor at Morgan Stanley in Denver, CO, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its predecessor firms since 2009, following earlier experience with Citigroup Global Markets starting in 1999. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning facilitated by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that focus on modeling potential outcomes without individual security recommendations in standalone plans.

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Kimberley Rains is a financial advisor at RBC Capital Markets in Denver, CO, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. 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 advisory programs that tailor portfolio strategies to client risk profiles using a mix of in‑house and third‑party investment managers.