Kalin Hoiseth is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and accumulating eight years of industry experience. His prior roles include positions at GWFS Equities Inc. and Transamerica Retirement Solutions. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-sponsored agreements.

Michael Nelson is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Jonathan Hammond is a financial advisor at Merrill in Denver, CO, holding Series 63 and Series 65 credentials with 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also spent a year at Focused Alpha LLC before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Seth Thompson is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs multiple investment program strategies and benefits from its integration with Bank of America affiliates and a broad capital markets platform.

Savio Nguyen is a Financial Advisor with Merrill Lynch Wealth Management in Denver. He works with individuals, families, and business owners to simplify complex financial decisions and develop personalized wealth strategies that align with their long-term goals. Nguyen assists clients in navigating important transitions such as retirement, business succession planning, family wealth transfers, and legacy planning. Nguyen began his education at Colorado State University studying Cell and Molecular Neuroscience with the initial intention of pursuing a medical career. His background in science has contributed to his analytical approach in financial advising, enabling him to analyze complex information and develop practical solutions. He holds a Bachelor’s Degree from Colorado State University and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Nguyen serves on the board of the Young Professionals Chapter for Children's Hospital Colorado and is involved with organizations such as Camp Wapiyapi and St. John XXIII. His personal interests include basketball, cooking, dancing, fishing, golfing, painting, reading, spending time with family, traveling, and watching movies.

Sean Sechler is a financial advisor with Merrill based in Denver, CO, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Bank of America and his own copywriting 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, offering model-based and discretionary investment strategies for individuals and institutions.

Trisha Renner is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she is a property owner and passive investor in renovation and property holdings. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Todd Gleason is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 1998. Gleason is involved with Iron Arrow Strategies, a business related to his advisory work. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios.

Monica Sharma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2022. Prior to Stifel, she worked at TD Ameritrade for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Barberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2000 with Merrill Lynch, he has focused on developing wealth management strategies tailored to the unique situations, concerns, and goals of successful individuals and families. David provides personalized advice across a broad range of wealth management services, including corporate executive services, equity and executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Prior to his current role, David served as a Senior Analyst in Merrill's Private Wealth Management Group, advising ultra-high-net-worth clients such as company founders, private equity partners, and senior executives. He has experience providing investment guidance across all asset classes and developing complex investment plans. David holds a Bachelor of Arts degree in Economics from the University of Colorado and is a Certified Investment Management Analyst® (CIMA®) professional, as well as a Personal Investment Advisor (PIA). David participates actively in his community by coaching youth sports, including baseball and football. He also enjoys golf, hunting, and spending time with his family. His approach emphasizes collaborative client relationships based on transparency and trust, aiming to simplify clients’ financial lives while addressing evolving personal and financial circumstances.

Amy Phelps is a financial advisor at Raymond James Financial with six years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones from 2007 to 2017. Outside of her advisory roles, she has been involved with the Colorado Pet Pantry since 2018. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Harley Barnes is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Barnes is also a member and owner of KBT Properties, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity trading registrations.

Joe Bain is a financial advisor at Raymond James & Associates in Denver, CO, holding a Series 66 designation with 21 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.

Carol Sutterfield is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior work includes five years at Hinds Financial Group Inc and Cetera Advisor Networks LLC. 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 comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Gerald Graham Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and affiliated firms since 2013 and is also involved with Timberline Wealth Management and The Timberline Group. Outside of advising, he serves as vice president on the board of Athletic Ones, a nonprofit supporting student athletes with type 1 diabetes, and volunteers with the SIFMA Foundation’s Invest It Forward program as a teacher and judge for a national essay competition. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supporting both discretionary and non-discretionary services.

Duncan Mcrae is a financial advisor with LPL Financial in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked for Investment Centers of America, Inc. for 29 years and operates McRae Financial, which has been active since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Matthew Fumuso is a financial advisor at UBS Financial Services in Denver, Colorado, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as President of Net Impact Denver Professionals, organizing events focused on using business to benefit the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Michelle Westin is a financial advisor at Edward Jones in Denver, CO, holding the CFP® designation along with Series 66 and Series 63 licenses. She has nine years of industry experience, including six years at The Vanguard Group and three years currently with Edward Jones. Outside of finance, she worked as a Rover dog sitter from 2021 to 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over four million clients and more than $1 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heidi Waldmann is a Series 66-credentialed financial advisor with three years of industry experience, currently with UBS Financial Services in Denver, CO. Her prior roles include positions at LPL Financial and RTI Employee Benefits. Outside of her advisory work, she is involved in teaching and coaching swimming at Dolphinz Swim School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Collin Holt is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he worked at Weisser Distributing and Augustana University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.