Madison Carter is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns ON THE PULSE LLC, a business focused on authoring and publishing guide books and consulting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models, including Monte Carlo simulations, to develop financial plans.

Jane Bronson is a financial advisor at Merrill in Denver, CO, with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor firm since 1989. 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 model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Kenneth Blair is a financial advisor with Edward Jones in Denver, CO, holding the Series 66 designation and 20 years of industry experience, all with Edward Jones since 2006. 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 through a nationwide network of financial advisors and branch offices, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Martha Lewis is a financial advisor with Mass Mutual Investors Services in Denver, CO. She holds a Series 66 designation and has experience working at Charles Schwab and Wells Fargo & Co prior to joining Mass Mutual. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved analytical tools.

Manuel Flores is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at Experis Mangroup and various positions outside the financial services industry. Charles Schwab & Co., Inc. serves a large client base, 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Melissa Elliott is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding a Series 66 designation and 23 years of industry experience. She has worked at Robert W. Baird & Co. since 2001, with a one-year tenure at RSM US LLP from 2018 to 2019 before returning to Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored investment strategies combining in-house and third-party managers, utilizing a range of portfolio management and advisory services including discretionary management and tax overlays.

Alexandria Eatherly is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior roles at Bank of America, AssetMark Brokerage, AssetMark Financial, and Charles Schwab & Co. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trisha Mingo is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Holly Baroway is a CFP® professional with 25 years of experience, currently serving at Stifel Nicolaus & Co. Inc. since 2009. She participates in governance roles outside of her advisory work, including serving on the executive committee of the Colorado Ballet and chairing the endowment committee at St Anne's Episcopal School, where she collaborates on endowment investment decisions and spending policy. She also holds multiple leadership positions with Chinese Children Adoption International, involving oversight of finances and the investment manager. 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.

David Morris is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Baird in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and Scottrade, Inc. from 2014 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed account programs, using a combination of internal research, manager trading, and model trading strategies.

Joseph Costello is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and over 53 years in the industry. His work history includes roles at Cambridge Investment Research Advisors since 2022, Arcadia Settlements Group since 2017 where he serves as CEO Emeritus, and prior positions at Investment Research Corp, World Capital Brokerage, and EPS Settlements Group. Outside of advisory work, he is involved with Arcadia Settlements and serves as a sub agent for Sage Settlements and an independent contractor for CASE Coalition. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management and model-based strategies.

Daniel Palm is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, corporations, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches, with options for discretionary and non-discretionary management.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Clint Rosebush is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at E*Trade Securities and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Stephen Carter is a financial advisor with Stifel in Denver, CO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to entering the financial industry, she worked at Best Buy for seven years. 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 an ESG eligibility framework.

Mark Duffy is a financial advisor with Robert W. Baird & Co. in Evergreen, Colorado, holding a Series 66 designation and over 40 years of industry experience. Prior to joining Baird in 2020, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2020. Outside of his advisory role, he is principal of Mark Duffy & Associates, LLC, a consulting business providing advice and documentation review to business owners. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

Geoffrey Sweezy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors, Inc. from 2007 to 2022. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mollie Lehman is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has worked with MML Investors Services since 2019, and Mass Mutual Life Insurance Company since 2018. Outside of her advisory role, she is the sole member of Strategic Wealth Coaching Group LLC, a pass-through business for tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and does not have discretionary authority in financial planning.

Erin Boice is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at Colorado State University and CrossFit Terra Nova. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.