Trey Fisher is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry for less than one year. His prior work experience includes roles at Traverse Wealth Management, San Jose State University, Ohlone College, and Moreau Catholic High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.

Steven Hauser is a financial advisor with Wells Fargo Clearing in Golden, Colorado. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior experience includes roles at U.S. Bancorp Investments and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a broad range of brokerage and advisory solutions.

Amy Hawkins is a financial advisor at LPL Financial with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including UBS Financial Services, Piper Sandler & Co., and Thrivent Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Justin Deutschmann is a financial advisor with LPL Financial based in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bancwest Investment Services, Inc. for 17 years and has been with Bank of the West since 2003. Outside of his advisory role, he is involved in music as a member of the Big Lid Band and participates in a local food-related business called Better Bacon. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Mauro Maich is a financial advisor with Thrivent Investment Management in Denver, CO, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career includes roles at Pruco Securities, LLC, Prudential Insurance Company of America, and TIAA-CREF. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on various financial topics without discretionary trading authority. The firm allows clients to integrate planning with managed-account programs through a consolidated billing option while keeping services separate.

Gregory Farrell is a CFP® professional with 21 years of experience currently affiliated with Cetera. His prior roles include positions at Towers Wealth Management Inc and longstanding appointments as an independent insurance agent with Kaiser Permanente of Colorado and Rocky Mountain Health Plans. Additionally, he owns Farrell Tax & Planning, a tax preparation and accounting service. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Jeremy Laufer is a financial advisor at Edward Jones in Wheat Ridge, Colorado, holding a Series 66 designation with seven years of industry experience. Before joining Edward Jones in 2019, he worked in various roles including at Trustpilot and Lamar Advertising. Outside of his advisory work, he is involved with a personal business, Citrus and Cedar LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Jennifer Pierce is a CFA® charterholder and financial advisor with UBS Financial Services in Denver, CO, where she has worked since 2021. She has six years of industry experience, including nine years at Wells Fargo Bank. Pierce is a finance committee member at Hope House of Colorado, a nonprofit providing support programs for parenting teen mothers. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management offerings and operates in multiple financial markets and product areas.

Cameron Sisbarro is a financial advisor with Morgan Stanley in Denver, CO. He holds a Series 66 designation and has been with Morgan Stanley since 2023, with prior experience including roles at the University of Denver and various service positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Eric Zellweger is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and Jpmorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he is an owner and partner of Redeux Development, a local homebuilder in Denver, and serves on the advisory board of Our Lady of Lourdes Catholic Church and School. 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 applying an ESG eligibility framework in its recommendations.

Max Potosme is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior work includes roles at METLIFE Securities Inc, Mass Mutual Investors Services, and Western Wealth Management, LLC. Outside of his advisory work, he is involved with Clear Sky Insurance Agency, where he dedicates time as an insurance agent. 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 financial planning and asset management services, providing advisory solutions through a broad network of investment adviser representatives who utilize both proprietary research and third-party strategies.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Jay Maldonado is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with Wells Fargo and JPMorgan Chase Bank and also serves as a group fitness instructor at Bladium Fitness Gym. 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 applying an ESG eligibility framework in its recommendations.

Thomas Hellmuth is a Vice President and Financial Consultant at Fidelity Investments. He assists clients in creating financial plans tailored to their individual goals and helps them utilize Fidelity's resources effectively. Thomas has broad experience in the financial sector, having worked as a Financial Consultant at Fidelity Investments since 2022 and previously as an Advisor at TA Holland from 2018 to 2022. He also worked as a Manager at Scottrade from 2011 to 2018.

Brendan Hamill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior employment includes roles at Raymond James & Associates, Robert W. Baird, and Carter Mackenzie International. He also served with AmeriCorps from 2019 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services supported by structured planning tools and extensive research resources.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Joshua Caucutt is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role since 2017 and previously worked at Cooper Heating and Cooling from 2015 to 2017. He holds a Series 66 designation and is based in Lakewood, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory strategies, separately managed accounts, and affiliated mutual funds.

Tyler Faulkner is a Benefits & Planning Consultant in the Executive Services division at Fidelity Investments. In this role, he assists clients in understanding and utilizing the benefits provided by their employers. Tyler collaborates with clients to develop financial plans that align with their retirement and other personal goals, leveraging Fidelity's tools and resources for ongoing tracking and maintenance. Tyler has been serving as a Benefits and Planning Consultant at Fidelity Investments since 2022. Outside of his professional work, he enjoys biking, playing board games, attending concerts, kayaking, engaging in outdoor adventures, and snowboarding.

Sarah Nezbeda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at Staples Promotional Products and held roles with Walnut Street Baptist Church and the International Mission Board. Outside of her advisory role, she is the owner of a rental property in Arkansas, though she is not actively involved in its management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household and corporate types. The firm offers a range of investment strategies and advisory services supported by a nationwide network of financial advisors and branch offices.

Christina Jordan is a financial advisor at Edward Jones in Denver, CO, with one year of industry experience. She holds the Series 66 designation and previously worked at Paychex Inc, Pie Insurance, and 24 Hour Fitness USA, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.