Zachary Marquez is a financial advisor with RBC Capital Markets in Denver, CO. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining RBC, he worked in various roles including at Dell Technologies and Chipotle, and he was involved with Rocky Mountain Spice Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual and institutional investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

William Bradford is a Wealth Management Advisor and First Vice President with The Thisted Group at Merrill Lynch Wealth Management. He primarily serves executives, business owners, and affluent families, providing personalized wealth management strategies aimed at helping clients pursue their financial goals. His approach combines the dedicated attention typical of a boutique firm with the extensive resources of a large financial institution. Mr. Bradford’s expertise includes executive compensation, family wealth management strategies, legacy and liquidity planning, portfolio management, and tax minimization. He also advises clients on estate and trust planning, credit and lending through Bank of America, risk management for concentrated stock positions, philanthropic services, and specialized strategies for endowments, foundations, and non-profits. His customized portfolio construction and goal-based planning support clients in addressing complex financial challenges and opportunities. He holds a Bachelor’s Degree from the University of Iowa and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Outside of his professional commitments, Mr. Bradford participates in community volunteer activities and enjoys fishing, golfing, pickleball, reading, scuba diving, skiing, and spending time with his family in Denver.

Kyle McGrath is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was with Gerber, LLC and Raymond James Financial Services, Inc. from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Jin Kim is Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Jin partners with clients to guide them through their financial journeys by helping them understand the various components of their financial plans and how they interact. Jin's professional experience includes prior roles at Charles Schwab, where Jin served as Senior Private Client Advisor from 2014 to 2021, Portfolio Consultant from 2008 to 2014, and Associate Portfolio Consultant from 2006 to 2008. Jin holds insurance licenses in Arkansas and California.

Thomas Sandhaus is a financial advisor with Fidelity Investments holding a Series 66 designation. He has less than one year of industry experience and has previously been associated with Optima Asset Management and 890 5th Avenue Partners. Outside of his advisory roles, he has worked with local tennis organizations in a recreational capacity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. Its investment approach combines proprietary fundamental research with quantitative and algorithmic methods, delivering model portfolios constructed from mutual funds, ETFs, and ETPs, and oversees management through affiliated and unaffiliated sub-advisers.

Ky Lee Duley is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, Duley held positions at Jpmorgan Chase Bank, Hess Corporation, Starbucks, and Geneos Wealth Management. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nondo Capuano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2011. He is based in Englewood, CO. Outside of his advisory role, he is involved with the Capuano Family Charitable Foundation. Capuano is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Terra Edgington is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional approach centers on building lasting partnerships that emphasize respect, integrity, and dependability. She focuses on understanding and supporting her clients' unique financial goals and needs through holistic financial planning. Terra's experience spans various aspects of financial consulting, enabling her to navigate the evolving financial landscape alongside her clients. Outside of her professional work, she enjoys board games, outdoor adventures, and traveling.

Michele Lay is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Cambridge in 2023, she worked at Equitable Advisors, AXA Advisors, Transamerica Capital, and Oppenheimer Funds Distributor. She serves as treasurer on the board of The Crisis Center, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a range of direct portfolio management and model-based solutions tailored to client objectives.

Jon Brause is a financial advisor at Stifel in Denver, CO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Regina Hall is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at RBC Capital Markets, Bank of America/Merrill Lynch, and Wells Fargo. 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 applying an ESG eligibility framework in its investment recommendations.

Landon Marshall is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, with a background that includes time affiliated with Texas A&M University. J.P. Morgan Securities LLC 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.

Evan Manson is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes positions at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Arnold Fernandez Fuentes is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at JP Morgan Securities LLC and JP Morgan Chase Bank since 2019, with prior roles including positions at Denver International Airport and Colorado State University’s Morgan Library. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Todd Bower is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding a Series 66 designation and five years of industry experience. He has worked at Cambridge Investment Research Advisors since 2022 and previously at Equitable Advisors. Outside of advising, Bower serves as an affiliate professor at Metropolitan State University of Denver and is an Assistant Chief with the Denver Fire Department. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform options tailored to client objectives.

Evan Becerra is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Before joining Cambridge, he worked at Eagle Strategies, Legacy Tree Financial Group, NYlife Securities LLC, and New York Life Insurance Company. He is also the founder of Legacy Tree Financial Group. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides a range of investment solutions across multiple platforms with both proprietary and third-party strategies.

Samuel Sweeney is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to connect all aspects of their financial lives, helping them prioritize and pursue goals such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Samuel holds a Bachelor's Degree from Saint Lawrence University and carries the Personal Investment Advisor (PIA) designation. His approach involves bringing simplicity and transparency to wealth management, focusing on personalized plans that take into account individual clients' perspectives and priorities. Outside of his professional work, Samuel has personal interests that include adventure sports, boating, camping, chess, golfing, hiking, ice hockey, music, and rock climbing. He draws parallels between his experiences, such as his 2016 thru hike of the 485-mile Colorado Trail, and the discipline required in wealth management.

Michael Bonilla is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Invesco, and Oppenheimer Funds Distributor Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Joseph Gibbons is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill Lynch since 2006 and Bank of America since 2009. Outside of his advisory role, he serves as an officer and board member for a homeowners association in Vail, Colorado. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Chris Counce is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Voya Financial Advisors and Altitude Investment Management, where he is a non-managing partner focused on marketing advisory models. Outside of finance, he is involved in art production and sales through an entity he owns. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary account management.