Steven Kluever is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation and bringing 25 years of industry experience. He joined Baird in 2025 after roles at Ohio National Equities, Northwestern Mutual, Edward Jones, and other firms. Outside of his advisory work, he is the owner of Retter Properties, Inc. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and other services supported by internal research and a mix of manager-traded and model-traded strategies.

Haley Gray is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 66 designation and five years of industry experience. She has been with MML Investors Services since 2021 and has also worked at MassMutual Life Insurance Company and HomeAdvisor. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Kirk Jones is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. He has worked previously at Western Wealth Management, LLC and Independent Financial Partners. Outside of his advisory work, Jones is involved in sports broadcasting, including roles as a college football pregame radio co-host and a color analyst for the Denver Broncos football team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary management options.

Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Charles Schwab for five years. His background also includes positions at Copper Mountain Ski Area, First Bank, and Colorado Christian University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its WealthPlan option, maintaining separation between the two.

Benjamin Disalle Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2015, and prior to that with Summit Financial Group Inc. He serves as treasurer for The Financial Retirement Group Inc. and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

Michael Whited is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and its affiliates for over a decade. He is based in Denver, Colorado. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Matthew Gerth is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and three years of industry experience. He previously worked at CIBC Private Wealth Management, Bank of America Private Bank, and SunTrust Bank. Outside of finance, he is involved with DND Fitness LLC, where he models fitness attire for digital media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Alexis Lebkuecher is a financial advisor at UBS Financial Services in Denver, CO, holding Series 66 and Series 63 credentials with one year of industry experience. Prior to joining UBS in 2025, Alexis worked at Charles Schwab and has held various positions in different industries including roles at Indian Hills Country Club and Ziggis Coffee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management, and utilizing proprietary research and model-based asset allocations to tailor financial plans.

Garrett Gunberg is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Personal Capital Advisors for 10 years, followed by roles at Empower Financial Services and Empower Advisory Group. Garrett is based in Denver, CO. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Nicholas Dunham is a financial advisor with LPL Financial based in Greenwood Village, CO. He holds the PFS™ designation and has been active in the industry since 2018, including his work with Zimmerman & Dunham and his prior role at ND Sports LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management options supported by extensive research and model portfolios.

Maisie Jones is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She develops engagement strategies to support each client's unique planning and relationship needs. Jones has worked in various roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate. Prior to joining Fidelity, she completed a Financial Planning Internship at New England Professional Planning Group in 2019.

Alexander Bauer is a Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, holding various roles including Investment Management Consultant, Central Relationship Manager, and positions focused on high net worth clients. His experience encompasses comprehensive financial services and client relationship management within the investment industry. As a Certified Financial Planner4 practitioner, Alexander approaches financial planning by understanding his clients' individual goals and priorities. He emphasizes trust, transparency, and tailored recommendations while taking a holistic view of personal and family finances to empower clients in making informed decisions. Outside of his professional role, Alexander has interests in art, comedy, concerts, cooking and baking, and fishing.

Joseph Sartini is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MarketChief.io and DR Microgrid. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Mark Boshoven is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2019 to 2025. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of advisory programs with both discretionary and non-discretionary portfolio management tailored to clients’ risk profiles.

Vinchenza Burney is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. She has held various roles within Cetera and associated firms since 2017. Outside of financial services, Burney is involved in youth development as a leader and vice chair of the Good News 4-H Club, a nonprofit focused on 4-H youth activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.

Darcy Armstrong is a financial advisor at Merrill in Denver, CO, with 14 years of industry experience. He has been with Merrill since 2013. Armstrong holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Devon White is a financial advisor at Stifel based in Denver, Colorado, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at Merrill Lynch and Bank of America. Outside of finance, he has experience at Core Power Yoga. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

Jamie Vandergriff is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Vandergriff worked at Empower Retirement and U.S. Bank, accumulating a decade of experience in financial services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, incorporating systematic methodologies and algorithmic approaches.