Zeke Goldstein is an Investment Consultant at Fidelity Investments, where he has been contributing since 2024. His role focuses on understanding clients' unique financial situations to develop tailored investment strategies aimed at working towards their individual goals. Prior to this position, Zeke held roles at Fidelity as a Relationship Manager and Financial Representative during 2023 and 2024. Zeke holds an Arkansas Insurance License, supporting his professional qualifications in financial planning and investment consulting. Outside of his professional life, he enjoys camping, outdoor adventures, skiing, and playing soccer.

Kayla Anley is a financial advisor at Wells Fargo Clearing in Denver, Colorado, with three years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Veronica Schulz is a financial advisor with Raymond James & Associates in Denver, Colorado, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through various specialized programs and affiliated research resources.

Travis Weaver is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank, Bank of America, Merrill Lynch, and had roles at Broadmoor, Eddie Bauer, and Dick's Sporting Goods. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Brian Carroll is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at FIRST REPUBLIC Securities Company, LLC and First Republic Investment Management, Inc. from 2017 to 2019, and spent a year at Black Gold Golf Club before beginning his advisory career. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and diversified investment evaluation methods.

Brett Specker is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Kerberrose Wealth Management. Outside of his advisory role, he manages several real estate property management businesses in the Denver area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a range of investment products and strategies.

Michael Clark is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a consultant under a business referral agreement assisting with connections between business owners and brokers in succession planning. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative planning engagements and event-driven services such as divorce and estate settlement planning.

Adam Lewis is a CFP® and holds a Series 66 license with 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

John Arnold is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 13 years before joining Robert W. Baird in 2022. 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 charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and alternative allocations, utilizing both in-house and third-party managers.

Noah Gonzales is a Series 66-registered financial advisor with LPL Financial, bringing 10 years of industry experience. He previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services. Outside of his advisory work, he operates TaxSavers, a tax preparation and accounting business in Aurora, Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with both discretionary and non-discretionary management supported by proprietary and third-party research.

Alexa Magnino is a financial advisor at Morgan Stanley with seven years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Transamerica Investors Securities Corporation and Transamerica Life Insurance Company. Prior to her financial services career, she was employed at Goldsmith Gallery Jewelers and the University of Wyoming. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services that utilize structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and supports a broad range of retail and institutional investment offerings.

Mason Rowe is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Alliance Trust Company, McDonald Carano LLP, Tesla, and several other organizations across diverse sectors. He has also been involved with University of Nevada, Reno, and HMT Consulting Corporation. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a mix of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a distinctive advisory role with multiple registered investment companies and fund-of-funds.

Forrest Hough is a financial advisor with Edward Jones in Brighton, CO, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. His prior roles include positions at The Vanguard Group, Folio Investments, and T Rowe Price. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Diana Endriss is a Series 66-licensed financial advisor at Merrill with 20 years of industry experience. She has been with Merrill since 1996, totaling 30 years at the firm. Merrill, in conjunction 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diane Padalino is a Private Wealth Advisor with Merrill Private Wealth Management, specializing in advising clients who have experienced liquidity events, including entrepreneurs, as well as divorced or widowed individuals. Her expertise encompasses navigating market volatility, structuring philanthropic endeavors, and guiding families in cultivating financial stewardship across multiple generations. Diane’s approach to wealth management is informed by her early career experience on the fixed income trading floor at JPMorgan in New York, where she advised companies on bond financings, interest rate derivative strategies, foreign exchange, and liability management. Diane began her financial services career in 1993 and moved to Denver in 2001, working with high-net-worth families first at JPMorgan’s Private Wealth Management Group, followed by Goldman Sachs for over six years, before joining Merrill Private Wealth Management in 2013. She is a CERTIFIED FINANCIAL PLANNER® professional and holds a B.S. degree in Management and Finance, awarded Summa Cum Laude from Binghamton University, part of the State University of New York system. Diane is also a member of Kent Denver and serves on the Marketing and Strategic Alliances Committee at The Denver Art Museum. Outside of her professional work, Diane enjoys hiking, reading, and spending time with her family. She resides in Colorado, where she engages with the local community through her involvement in cultural organizations.

Vincent Atkinson is a financial advisor at UBS Financial Services in Denver, CO, with one year of industry experience. He holds a Series 66 designation and has previously worked at U.S. Bank and eXp Realty. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates proprietary research and model-based asset allocations to tailor client plans and combines institutional trading capabilities with wealth management services.

Melva Casana is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with 11 years of industry experience. She previously worked at Charles Schwab and Schwab Wealth Investment Advisory Inc. before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Ana Rosenberg is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015 in two separate periods totaling seven years. Rosenberg serves as a board member of Cherry Creek Has Heart, a charitable organization composed of Merrill employees. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Bauer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has engaged in rental property management. Baird’s DDK Group, where Bauer practices, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Bryan Austin is a financial advisor with Merrill in Denver, CO, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill since 2016 and previously spent seven years at Abbot Downing, a Wells Fargo business. 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 with model-based and discretionary investment strategies.