Eve Pickhardt is a financial advisor at Morgan Stanley with six years of industry experience. She has worked at Morgan Stanley and its affiliated entities since 2014, including roles in consulting and wealth management. Pickhardt holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and portfolio modeling techniques.

Brett Wiley is a financial advisor at Edward Jones in Louisville, Colorado, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Marva Amerine is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Kent Welley is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients.

Trevor Petty is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and recent industry experience beginning in 2025. Prior to joining Thrivent, he served on the board of Colorado Christian Campus Ministries for over a decade and currently serves on the boards of Future of Faith and a local condominium association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary portfolio management.

Amelia Guidi is a financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and was previously with UBS Financial Services from 2013 to 2019. Outside of her advisory role, she serves on the finance committee for the St. Vrain Valley School District and is involved with RAKD Fitness LLC, a personal training business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Marcel Wehr is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also operates a CPA practice and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary model strategies, with tailored approaches to meet client objectives.

John Givens is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Moses Yoder is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Zayo Group, StrataCore, and CenturyLink/LUMEN. 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 nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.

Robert Schutzius is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 credential and previously worked at Bank of America/Merrill Lynch and Nations Financial Group. Outside of advising, he is a principal and owner of Stampede Energy, a petroleum engineering consulting firm. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Stephanie Mcdonald is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill, Bank of America, and Headrush Technologies. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and fund-of-funds structures.

Hanna Khoronov is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior roles include positions at Merrill and Transamerica Financial Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual and institutional clients, offering a range of financial planning and asset management solutions.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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 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 teams.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.