Mckenna Botts is a financial advisor with UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation and two years of industry experience. Prior to joining UMB Financial Services in 2023, Botts worked at UMB Bank and First Bank. Outside of advisory work, Botts is involved in real estate investment activities including co-ownership of Black Canyon Capital LLC and managing a short-term rental property. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through various program options, utilizing both model-based and manager-driven investment approaches.

Candace Montoya is a financial advisor at UMB Financial Services, Inc. in Denver, CO, holding a Series 66 designation with 13 years of industry experience. Her career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She also worked as a Zumba fitness instructor in 2016. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account programs and uses a documented suitability review and risk-tolerance questionnaire to guide clients into model-based strategies, operating as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Narine Avanesova is a financial advisor with UMB Financial Services, Inc. in Denver, Colorado, holding Series 65 and Series 63 credentials and having seven years of industry experience. She has been with UMB Financial Services since 2018 and has additional experience at UMB Bank dating back to 2008. UMB Financial Services, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a documented suitability review process to align clients with model-based strategies.

Brad Swanson is a financial advisor with UMB Financial Services, Inc. in Thornton, CO, holding a Series 65 designation and 11 years of industry experience. He has been associated with UMB Bank since 2010 and concurrently works with UMB Financial Services and UMB Insurance. UMB Financial Services, Inc. primarily serves institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple investment options including mutual funds, ETFs, and fixed income instruments. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank and UMB Investment Management.