Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Sarah Joseph is a financial advisor with Ameriprise in Aurora, Colorado, holding 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1992. Ameriprise provides a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Caroline Baumgart is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at Merrill from 2022 to 2025. Baumgart serves as a board member and Public Relations Co-Chair for the Women's Estate Planning Council in Denver. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Sean Radnoti is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 22 years of industry experience. His work history includes roles at multiple Raymond James entities since 2013 and service in the U.S. Marine Corps from 1998 to 2017. 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, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and modeling tools, supports institutional consulting and portfolio management, and maintains unique municipal advisory affiliations and specialized retirement plan services.

Clarissa Thatcher is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked with various divisions of JPMorgan since 2014. Outside of her financial career, she serves as a Taekwondo instructor for children at JW Kim Taekwondo. 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 process.

Brian Williams is a financial advisor with LPL Financial in Denver, Colorado, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with LPL Financial since 2009 and is also associated with W Financial LLC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various operational tools.

William Callender is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 26 years. Outside of his advisory work, he serves as a minority general partner in a retail service business, Channel Island Self Storage, contributing to business decisions. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services. The firm employs various asset-allocation tools and third-party platforms to construct portfolios that include a wide range of investment options.

Emma Schmeling is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and the League of Women Voters of Wisconsin. Outside of finance, she operated Beyond Vintage Furnishings for five years. Emma is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Laraine Dickerson is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. She currently works at LPL Financial and has prior experience at CUNA Mutual Group, CUNA Brokerage Services, Gateway Services Group, and Cuso Financial Services. Outside of her advisory work, she is the author of the Your Personal Transformation (YPT) Book Club. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered by a large network of investment adviser representatives using various investment strategies.

Payton Dougherty is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with various households and organizations prior to joining UBS in 2021. His background includes roles outside finance, such as employment at 24 Hour Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations to tailor client plans.

Jana Scott is a financial advisor at Morgan Stanley in Denver, Colorado, with 36 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tucker Erdmann is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Furman University and Crowne Plaza Edinburgh. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision authority.

Jennifer Rolf is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Paul Addo III is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.

Thelma Temple is a Series 66-credentialed financial advisor with two years of industry experience, currently with Stifel in Denver, CO since 2024. Her prior experience includes roles at Northwestern Mutual Investment Services and RBC Wealth Management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Kauth is a financial advisor with UBS Financial Services in Denver, Colorado. He holds the Series 63 and Series 66 designations and has 24 years of industry experience. Kauth has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

William Gordon is a CFP® with 19 years of industry experience. He is currently with Fidelity, where he has worked in various capacities since 2015, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Holly Yarbrough is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she has operated a craft-focused YouTube channel producing instructional videos. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Swati Mahapatra is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2018, having also worked with Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several hospitality and hotel investment companies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, retirement plan consulting, and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Brian Pursley is a financial advisor with Edward Jones based in Golden, Colorado, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones in multiple periods since 2017 and was previously with Evergreen Hurricanes. Outside of his advisory role, he oversees the occasional short-term rental of his primary residence in Evergreen, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.