Michael Willeford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1995 and focuses on providing wealth management services to high net-worth families, including corporate executives, entrepreneurs, and business owners. Michael specializes in addressing complex challenges faced by high net-worth investors, particularly in areas such as corporate executive services, executive compensation, and equity compensation services. Michael leads The Willeford Group, which offers a family office-like approach backed by over 60 years of combined experience and support from specialists across Merrill and Bank of America. The group's goal is to help clients build structured financial strategies that address compensation, taxes, and long-term planning through various career stages and market cycles. He holds a Bachelor of Science degree in Business Administration from the University of Colorado. Michael is active in community service and has volunteered as a board member of the ALS Association-Rocky Mountain Chapter since 2018. Outside of work, he enjoys fishing, golfing, reading, traveling, and yoga.

Krista Picco is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, she serves as a power of attorney and trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jill Bischoff is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2014 across multiple periods. Outside of her advisory role, she owns a jewelry-making business in Broomfield, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

David Martinez is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Bank of America, Morgan Stanley, J.P. Morgan Securities, and Wells Fargo Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Laura Olmedo is a financial advisor with Mass Mutual Investors Services in Denver, Colorado. She holds Series 63 and Series 66 licenses and has 28 years of industry experience. Her prior experience includes roles at Five Peaks Capital Group, Eagle Strategies, and New York Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, using firm-approved tools to provide goal-based recommendations through ongoing collaborative relationships.

Amanda Vigil is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and CIBC Private Wealth. She serves as co-trustee and conservator for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Heather Goulding is a financial advisor with Edward Jones in Denver, CO. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tanisha Simon is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 license with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Robert Grace is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is an owner and partner of Chalet Grace LLC, a short-term rental business in Avon, Colorado. 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 delivers these services on a non-discretionary basis and combines large institutional advisory operations with multiple market-facing registrations and functions.

William Glasheen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and provide a world-class client experience. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2013 to 2021. Throughout his career at Fidelity, William has focused on supporting financial planning and client service initiatives. His leadership responsibilities include guiding associates to deliver comprehensive financial advice and ensuring high standards in client interactions. Outside of his professional role, William enjoys camping, hiking, scuba diving, traveling, and parenthood.

John Walsh is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill Lynch, Pierce and Fenner in 2022, he worked in education at two public high schools in Denver from 2014 to 2022. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

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.

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.

Ryan Keeran is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Halliburton for 13 years and briefly owned a drop shipping business called Emergence Junkie. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor footprint and affiliated financial services beyond advisory offerings.

Scott Coffee is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2009. He holds a Series 63 license and is based in Denver, CO. Stifel serves a wide range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Tanya Wagner is a CFP® professional with 17 years of experience in the financial industry. She has been with Edward Jones since 2009, working out of Denver, CO. Outside of her advisory role, she is involved in managing several rental properties. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large network of advisors and branch offices across the United States.