Jonah Daul is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2026. In this capacity, he partners with executives to help them understand and optimize their employer benefits, employing a consultative approach to empower clients and maintain strong relationships with Fidelity. Prior to his current position, Jonah served as an Investment Solutions Representative 2 specializing in Fixed Income from 2025 to 2026, and as an Investment Solutions Representative 1 from 2024 to 2025. He began his career at Fidelity Investments as a Customer Relationship Advocate from 2023 to 2024. Jonah holds the CERTIFIED FINANCIAL PLANNER4 designation, which supports his expertise in financial planning and benefits consulting.

Jake Owens is a financial advisor at Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 licenses with 13 years of industry experience. He has worked at American Portfolios Financial Services, Inc. since 2013 and joined Osaic Wealth, Inc. in 2024. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a variety of investment products on both discretionary and non-discretionary bases.

Melissa Dyer is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds a Series 63 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she engages in jewelry making as a hobby and occasionally sells pieces at craft shows. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through its unique affiliation with a municipal advisor.

Kate Palmer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and INV3RT. Outside of her advisory work, she serves as a board member of the Porsche Club of America’s Rocky Mountain Region. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support clients’ financial goals and offers a broad range of investment and planning solutions.

Angella Wright is a Series 66-credentialed financial advisor with Morgan Stanley in Denver, Colorado, and has 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services through its extensive platform.

Kyle Zeller is a financial advisor with Morgan Stanley based in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, he has held positions at several firms and organizations including Eccentric Stone and the University of Colorado. Outside of his advisory work, he is also a musician and DJ operating under the name Emerald Wells. Morgan Stanley Wealth Management provides a range of advisory programs to 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 structured planning tools and investment models to support its financial planning services.

Kenneth Kellner is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Metropolitan Life Insurance Company, and Metlife Securities, Inc. Outside of his advisory work, he is involved with Ride Colorado in a part-time non-investment role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, with tools that support advisors but do not make investment decisions for clients.

Scott Gill is a CFP® credentialed financial advisor with 16 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has held positions at Charles Schwab Bank and Massachusetts Mutual Life Insurance. Gill is also involved in independent insurance sales and owns SNPG Advisory Group LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform options.

Adam Manguno is a financial advisor at OSAIC in Denver, CO, with eight years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Edward Jones. Outside of financial advising, he is involved in a translation business focused on mining and energy products, assisting as an intermediary for Spanish language translation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platform options to construct portfolios across various investment types.

Catherine Adkins is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2023, she has been involved with CC Coaching and Consulting, Inc., where she serves as Director of Operations, and she also works as a Lyft driver. Additionally, she is a notary public. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Kelia Grandison is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. She has held roles at Fidelity Investments since 2021 and previously worked at Penn State College of Agricultural Sciences. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering model portfolios and advisory services.

James Shields is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he spent 13 years at Towle & Co. He also manages Shields Advisory LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Herbert is a financial advisor with LPL Financial, holding the Series 66 credential and bringing 10 years of industry experience. He previously worked at Waddell & Reed, Inc. and ran his own business, Jonathan Herbert Inc. Outside of his advisory role, he has experience selling non-variable life insurance and annuities and is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options supported by technology and a broad platform of affiliated financial services.

Ricardo Ortega is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2020. Prior to his career in finance, his experience includes roles in retail and university settings. 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 an ESG eligibility framework in its investment recommendations.

Jason Bely is a Certified Financial Planner (CFP®) with 10 years of experience in the financial industry. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of Tobi Holdings LLC, a real estate entity focused on managing rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 financial advisors.

Alan Reifler is a CFP® professional with 25 years of experience, currently serving at RBC Capital Markets and City National Bank in Denver, CO. He has been with RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he performs stand-up comedy as an owner and active comedian. He also serves on the advisory board of the Kavod Senior Life Foundation, participating in investment reviews and fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and offers various portfolio administration options and alternative investments.

Connor Van Keuren is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to understand their personal and financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes collaboration and continuous communication to identify strategies for ongoing improvement of these plans. Prior to his current position, Connor held roles at Fidelity Investments including Regional Investment Consultant from 2016 to 2020 and Investment Solutions Representative from 2014 to 2016. These positions have contributed to his experience and expertise in financial consulting and investment solutions. Outside of his professional work, Connor has interests that include family activities, fitness, food, football, golf, and parenthood.

Jamie Engelking is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2023, she worked at Bank of America and Merrill Lynch. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services including custody, underwriting, and securities-backed lending.

Anita Molacek is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with PFSI Investments Inc. and Primerica Financial Services since 2017 and previously operated a cleaning business, C.R.S. Cleaning, LLC. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model, offering multiple investment approaches implemented in partnership with BNY Mellon Advisors.

Thomas Mueller is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Mueller is also employed by Executive Compensation, Inc., where he assists employers in administering retirement plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that emphasize investment strategy recommendations without discretionary authority.