Thea Diffendal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at BMO Bank NA, Robinhood, and TIAA-CREF. 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 advisory and brokerage services through a large network, providing financial planning, model portfolio programs, and institutional platforms with a variety of investment strategies and technology tools.

Daniel Guevara Cortez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2019. Prior to his current roles, he was employed at First Bank and served in the United States Army Reserve from 2012 to 2018. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Larry Lagerberg is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked with Holy Shepherd Lutheran Church for seven years before joining R.W. Baird in 2022. The DDK Group, part of 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 a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing both internal research and external partnerships to support its advisory work.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catherine Coleman is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning utilizing structured processes and firm-approved tools, serving clients directly and through corporate financial planning agreements.

Scott Beckley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over fifteen years of experience working in the financial advisor services industry in Denver, focusing on providing wealth planning and financial advice to his clients. Scott works with corporate executives and families considering retirement or cash flow organization, helping them simplify their finances and achieve greater financial security. His approach involves explaining the wealth management process in-depth and building customized portfolios within clients' risk tolerance and time horizon. Scott holds a B.S. in Finance from Michigan State University and an MBA from the University of Colorado. He has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott was recognized by Forbes as one of the "Best in State Wealth Advisors" in 2021 and 2022. Scott is involved with the Denver Zoological Foundation's Leadership Council, where he has served as Co-Chair, and is a member of the Denver Zoo and Lake Valley Golf Club. He and his wife Suzanne have a daughter. Outside of work, Scott enjoys golfing, spending time with his family, and traveling.

Peter Dolan Jr. is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mark Witter is a financial advisor at Robert Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses with 28 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc., Neuberger Berman LLC, and Merrill. He is involved as a rental property owner outside of his advisory activities. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage. Baird manages approximately $394 billion in assets and integrates manager-traded and model-traded SMA strategies, tax management, and ongoing investment research in its advisory approach.

Brandt Kidwell is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he partners with clients to enhance their financial wellbeing by understanding their unique goals and challenges. Prior to this, he served as a Benefits & Planning Consultant at Fidelity Investments from 2023 to 2025 and as a Workplace Planning Consultant at the same firm from 2021 to 2023. Before joining Fidelity Investments, Brandt worked as a Mortgage Banking Consultant at Carrington Holdings from 2016 to 2020. Throughout his career, he has focused on helping clients understand their executive benefits and integrate them into personalized financial plans. His approach centers on building long-lasting relationships based on trust, reliability, and competence.

Ryan Bonnett is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Canvas Credit Union, and Credit Union of the Rockies. He is also involved with Canvas Advisors, a business related to his work at LPL. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wade Balliet is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with over 20 years of industry experience, including 24 years at BMO/Bank of the West. He has been with Cambridge Investment Research Advisors and its affiliates since 2025. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Christine Armstrong is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. Her prior work includes roles at First Citizens Bank, Silicon Valley Bank, and several other financial firms since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients' risk profiles through a combination of in-house and third-party investment managers.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Amelia Reback is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Global Equity. Outside of her advisory role, she serves on the board of the Global Equity Organization, a nonprofit focused on education in the employee stock plan industry, and is involved in buying and selling antiques and retail items through personal ventures. 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 to guide its recommendations.

Ryan Kelly is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley since 2018, including time as a contingent worker prior to becoming a full advisor. His prior experience includes roles at Caliber Logistics and Fortney Hospitality Group, Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers a range of investment and advisory services as part of its comprehensive wealth management approach.

Sydney Mc Call is a financial advisor with Ameriprise Financial Services LLC in Denver, CO, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, Mc Call held roles in marketing, research, and media. Outside of financial advising, Mc Call is involved as a performer with the Maureen Breeze Dance Theater and serves on the board of directors for The Soda Shop Movement Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement-income planning advice through written reports and ongoing collaboration.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Mike SOSNIAK is a Financial Consultant at Fidelity Investments, a role he has held since 2022. Prior to this, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022 and worked as a Financial Professional Associate at Prudential Financial from 2019 to 2021. He holds a California Insurance License and focuses on building customized financial plans that meet the unique needs of families. Mike works with clients to identify strategies aligned with their individual goals and provides ongoing support to adjust plans as financial needs evolve over time. Outside of his professional work, Mike enjoys biking, family activities, fitness, hiking, skiing, and tennis.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.