Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Stephen Herbert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Connor Bieda is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he was involved with BtownMenus-Powered By Lodel and attended Indiana University. 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 offers both non-discretionary and discretionary investment approaches, leveraging multi-asset model portfolios, centralized operations, and a formal alternative-investment process.

Lynette Twedt is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63, Series 66, and Series 65 designations and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolios, with distinctive features including CFTC registration and the use of AI in research.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Christopher Toney is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and was previously with Public Trust Advisors from 2013 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Sasha Tollensdorf is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with various Fidelity entities since 2015. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which 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, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Dustin Voag is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory work, he is involved in insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers tools such as Monte Carlo simulations and automated asset allocation to inform collaborative, annual financial planning relationships.

Tyler Izykowski is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he focuses on understanding clients' unique stories and goals to co-create personalized financial plans, identify opportunities for strengthening them, and adjust strategies as clients' lives evolve. His approach aims to build long-term, multi-generational relationships based on proactive guidance, clear communication, and trust. Tyler has experience in various financial consulting roles, including Benefits & Planning Consultant at Fidelity Investments from 2022 to 2024, Workplace Planning Consultant at Fidelity Investments from 2021 to 2022, and Financial Professional at Equitable Advisors from 2020 to 2021. He holds insurance licenses for the states of Arkansas and California. Outside of his professional work, Tyler enjoys biking, camping, cooking and baking, golf, reading, and traveling.

Clayton Pace is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 63 designation and one year of industry experience. His prior experience includes roles at Fidelity Investments and multiple positions in retail and hospitality businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Parker Patierno is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Amazon, Continental Disc Corporation, and KONG Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without implementation of recommendations. The firm’s approach combines holistic, goal-based analyses with options for integrating planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Brooke Phillips is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing six years of industry experience. Her career includes two separate terms at Morgan Stanley totaling eight years, as well as roles at The Vermont Economic Development Authority and KW Closings, LLC. She also has a background with The University of Vermont. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including estate planning and customized financial strategies.

Daniel Goldberg is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked with Osaic Wealth Goldberg Zessin Investment, LLC since 2019, following a three-year tenure at Royal Alliance Goldberg Investment Advisors. In addition to his advisory work, Goldberg is a partner in an income tax planning and preparation firm and is an IRS Enrolled Agent authorized to represent clients before the IRS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with services including third-party money managers and wrap programs.

Heidi Tickle is a financial advisor with Merrill in Denver, CO, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. She has been with Merrill since 2018 and previously worked for the Financial Industry Regulatory Authority for five years. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Nicholas Yip is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Stephanie Aragon is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, TD Ameritrade, and Scottrade prior to joining Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Schirber is a CFP® with 20 years of experience in financial advising, currently affiliated with Raymond James Financial in Glendale, CO. He previously worked at Edward Jones for 12 years before joining Raymond James and operating Schirber Capital LLC. Outside of advising, he serves as co-trustee on a revocable living trust and is involved in property management partnerships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.