Corey Mable is a financial advisor with Equitable Advisors in Aurora, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked with Axa Advisors, LLC. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

Howard Schuster is a CFP® professional with 23 years of experience in financial services. He has been with MML Investors Services, Inc. and MassMutual since 2005. In addition to his advisory role, Schuster is involved in outside insurance sales. MML 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.

William Kobernusz is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Wilhelm worked at Morgan Stanley from 2021 to 2023. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, offering services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory solutions supported by internal research, manager selection, and distinctive municipal advisory services.

Marianna Tabares is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2025, she worked at TIAA and TIAA-CREF for four years. Her work history also includes positions outside finance, such as at Whole Foods and Land Title Guarantee Company. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

David Lubchenco is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird & Co. since 2016 and holds Series 63 and Series 65 licenses. Robert W. Baird & Co.'s DDK Group serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Marcus Stookey is a financial advisor with LPL Financial based in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he has maintained employment with the City of Denver-Denver International Airport for over ten years. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients from individuals to institutions. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

Jack Pierre is a financial advisor at Edward Jones in Denver, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Pruco Securities LLC and The Prudential Insurance Company of America, as well as positions at the University of Colorado. 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 strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

John Skok is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial strategies.

Kristian Carlson is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. In this position, he focuses on building relationships with executives and navigating complex benefits to co-create tailored financial strategies aimed at ensuring clients feel confident about their financial future. Kristian has extensive experience within the financial services industry, having held multiple roles at Fidelity Investments since 2013, including Portfolio Specialist, Central Relationship Manager, Investment Solutions Representative, and High Net Worth Representative. Prior to his tenure at Fidelity, he worked at Charles Schwab as a Margins Representative and Active Trader from 2008 to 2013. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kristian has personal interests in baseball, football, music, parenthood, and surfing.

Lori Dummann is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2018 before joining Wells Fargo Clearing in 2018. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Davis is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. His prior roles include positions at Carlson Ridge Capital and various educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Michelle Nichols is a financial advisor with Merrill in Denver, Colorado, holding Series 63, Series 65, and Series 66 designations. She has 35 years of industry experience, including more than 39 years with Merrill. She also serves in a fiduciary capacity as a Power of Attorney for a family member. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ian Foley is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients to develop comprehensive financial plans and provide investment guidance tailored to their unique situations. Prior to this position, he served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. In his practice, Ian emphasizes principles of trust, transparency, and excellence. He collaborates with clients to help them work toward their financial goals through personalized financial planning strategies.

Shawn Faurote is a CFP®-certified financial advisor with Edward Jones, based in Thornton, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Devin Wilson is an Investment Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Relationship Manager and Financial Representative at Fidelity Investments during 2022. Devin collaborates closely with clients from diverse financial backgrounds to develop tailored investment strategies, emphasizing understanding and teamwork before implementing plans. His approach involves active listening and partnership with clients to navigate complex financial situations and life events. Devin's professional experience at Fidelity Investments encompasses various roles focused on client relationship management and financial consulting. Outside of his professional career, Devin has interests in beach activities, comedy, food, football, music, and parenthood.