Julia Stelloh is a financial advisor with Robert Baird & Co. in Denver, CO, holding the PFS™ and Series 63 designations and possessing four years of industry experience. Prior to joining Baird in 2021, she operated Julia Stelloh CPA, PC, a CPA practice, and held roles at Stelloh Consulting Group PC and Clark & Stelloh CPAs, PC. Outside of her advisory role, she continues to maintain her CPA practice on a limited basis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Wesley Miller is a financial advisor at Morgan Stanley in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm employs a structured planning process supported by firm-approved tools and offers access to diverse investment products and strategies.

Tyson Plowshay is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Denver. He is a founding member of the Plowshay-Jenkins Group, where he works primarily with high-net-worth and ultra-high-net-worth families, healthcare professionals, business owners, and nonprofits. Tyson focuses on delivering personalized wealth strategies that align with each client's goals and circumstances. He emphasizes building multi-generational relationships, with many client families spanning two or three generations, to provide coordinated advice as family priorities evolve. Before joining Merrill Lynch in 2016, Tyson spent over a decade in the software industry, managing large projects with hundreds of employees and budgets exceeding $1 billion. He holds a Bachelor's degree from Davidson College and is a Certified Financial Planner (CFP®). Tyson is also a member of the University Club of Denver. A native of Colorado, Tyson lives with his wife Julie, an actively practicing physician, and their three children. Outside of his professional work, he volunteers with the Denver Museum of Nature and Science, the Colorado Epilepsy Foundation, and the Davidson College Alumni Association of Colorado.

Donna Boender is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Andrew Krantz is a financial advisor with Ameriprise in Denver, CO, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Merrill. Krantz serves as treasurer for REDLINE, a public charity based in Denver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 20 years of industry experience. He worked at Bernstein Investment Research and Management for 14 years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to customize financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Sarah Rentschler is a financial advisor with Cetera in Aurora, CO, holding the CFP® designation and Series 65 and 63 licenses, with nine years of industry experience. She has worked at Avantax Investment Services, Inc. and currently supports clients through TimeWise Financial LLC. Additionally, she is involved with Alan R. Piehl, CPA PC, providing administrative support for accounting and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse investment solutions, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kris Lawrence is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a professional background in corporate finance and a family tradition in financial advisory, Kris brings a comprehensive approach to financial planning. He holds a Bachelor's degree in Finance from Central Michigan University and carries the Chartered Retirement Planning Counselor (CRPC) designation, CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA) credential. Kris focuses on a goals-based approach to help clients navigate financial matters including retirement planning, education planning, legacy planning, and philanthropic endeavors. His client relationships span multiple generations and over 30 states, reflecting his dedication to personalized service and collaboration with specialists when needed. Kris is committed to assisting clients in connecting all aspects of their financial lives to pursue objectives meaningful to them. Residing in Denver with his wife Michele and their Golden Retriever, Kris enjoys outdoor activities such as skiing and hiking. He is also involved with community organizations including the Colorado Ballet and The Salvation Army.

Michael Cope is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Christopher Doll is a financial advisor with Raymond James Financial based in Denver, CO, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, BBVA Compass, and Key Bank. In addition to his advisory work, he is involved in mortgage brokerage, focusing on real estate lending and leveraging strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliated advisory services.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Daniel Gibson is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with executives to develop financial plans aimed at helping them achieve their financial goals for themselves and their families. Daniel has been with Fidelity Investments since 2012, progressing through several positions including Health and Welfare Representative, Financial Representative, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current role in 2020. This experience has provided him with a comprehensive understanding of benefits and financial planning. Outside of his professional work, Daniel has interests in cars, fitness, and football.

Michael Rosenthal is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015, following a prior role at Wells Fargo Advisors from 2012 to 2017. Outside of advising, he is involved with Denver Wealth Management and Elevate Wealth Management, entities related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Nicholas Phillips is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he is involved as a club lacrosse coach with LXTC Lacrosse. 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 and manages approximately $2.74 trillion in client assets.

Sean Covi is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with LPL Financial and has previously worked at Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a relationship manager introducing businesses to specialized tax incentives and cost savings audits, and consults on insurance design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, financial planning, and retirement consulting supported by research from LPL Research and third-party subadvisors.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ajay Sarkaria currently serves as the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he leads advisory teams that address the complex and unique financial planning needs of families and individuals within the Private Wealth sector. Prior to his current position, Ajay held the role of Regional Vice President for Advanced Planning at Fidelity Investments from 2014 to 2025. His professional background also includes experience as a Tax Manager at Ernst & Young, LLP from 2011 to 2014, a Tax Associate at Grant Thornton, LLP from 2009 to 2011, and as an attorney at Stephen C. Gilbert, Esq., P.C. from 2006 to 2008. Outside of his professional duties, Ajay has interests in concerts, motorcycles, music, and skiing.