Tiffany Blacksten is a Series 66-licensed financial advisor at Raymond James & Associates with five years of industry experience. Her prior experience includes roles at Merrill, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.

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.

Rory Lindquist is a Certified Financial Planner® with 26 years of industry experience. He currently works at UBS Financial Services and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

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, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His background includes over 19 years of service in the US Marine Corps. He has been associated with various entities under the Raymond James umbrella since 2013. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools and supports municipal and public-finance services through a unique affiliation with a municipal advisor.

Ethan Cobb is a financial advisor with Charles Schwab in Boulder, CO, holding a Series 66 designation. He has been with Charles Schwab since 2026 and has prior experience at Catalyst Wealth Management LLC and Innovation Partners LLC. 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 comprehensive custody and brokerage services.

Brian Williams is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Williams is also involved with W Financial LLC, an entity established for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from various sources.

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.

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.

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.

Laura Kurtz is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

William Gordon is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. He has held various roles within Fidelity since 2015, including positions 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. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

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.