Mark Nicolet is a CFP®-designated financial advisor at Robert W. Baird & Co. in Denver, CO, with 12 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, and National Planning Corporation. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

Jodi Hoy is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for HCA/HealthOne/HealthTrust for 17 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Matthew Barney is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. Matthew is a board-certified financial planner (CFP®) with over 20 years of experience in financial consulting. His expertise lies in helping families and individuals develop personalized financial plans tailored to their unique needs. He works collaboratively with clients to build, improve, and monitor their financial strategies over time. He holds a California Insurance License. Outside of his professional work, Matthew's personal interests include fitness, playing musical instruments, music, and reading.

Andrew Kim is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Retirement Consultant at GWFS Equities, J.P. Morgan Institutional Investments, and Chase Investment Services, as well as serving as an Individual Consultant for Advisory Investment Services at TIAA-CREF and a Retirement Education Specialist at J.P. Morgan Institutional Investments. With over 20 years of experience in the financial industry, Andrew specializes in assisting high net worth clients with comprehensive financial planning. He focuses on developing, implementing, and maintaining personalized financial strategies to help clients pursue their financial goals. Outside of his professional work, Andrew enjoys snowboarding and traveling.

Sean O'Kelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jessica Tai is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Morgan Stanley. Tai is based in Denver, CO. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, employing a range of investment strategies and offering both discretionary and non-discretionary management options.

Melissa Levesque is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Merrill, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Ben Sarsozo is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and having 35 years of industry experience. He is president and CEO of Integrated Investment Group, a company he has led since 1987. Outside of his advisory work, he is co-owner of a health and fitness products business with his wife and refers clients for wills and trusts, Medicare insurance, and other financial services. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual collaborative relationships with clients.

Connor Hamilton is a financial advisor at UBS Financial Services with two years of industry experience. He holds the Series 66 designation and has worked at UBS since 2022, with prior experience at Sierra and Colorado State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment strategies.

John Drennan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this role since 2016, following his position as Vice President, Financial Consultant at Fidelity from 2014 to 2016. Prior to that, he served as a Regional Planning Consultant at Fidelity from 2011 to 2014. John holds a California Insurance License. He focuses on understanding the priorities of his clients and their families to provide insight and guidance aimed at achieving their investment and planning objectives. Outside of his professional work, John enjoys biking, boating, fishing, hiking, scuba diving, and skiing.

Robert Campbell is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Campbell serves as Treasurer and Board Member of the Denver Club, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs while emphasizing non-discretionary planning relationships.

Brandon Meyer is a Series 66 licensed financial advisor with Morgan Stanley in Denver, Colorado, bringing four years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group, Inc., as well as prior work with the City of Columbus Parks & Recreation and The Ohio State University RPAC. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Alexander Balboni is a CFP® with seven years of experience, currently with Mass Mutual Investors Services in Denver, CO. He has worked at various MassMutual entities since 2018 and previously spent five years with One Stop Spirit Shop. Outside of his financial advisory role, he works part-time as a door man at a local bar in Denver. Mass Mutual Investors Services, a subsidiary of MassMutual, is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning using firm-approved analytical tools and maintains annual collaborative planning relationships with clients.

John Sullivan is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. In this role, he partners with families to tailor wealth plans that reflect their goals and aspirations. Prior to joining Fidelity Investments, John served as a Private Client Advisor at Schwab Private Client Investment Advisory, Inc. from 2014 to 2021. He began his career in the financial services industry as an Associate Portfolio Consultant at the same firm from 2012 to 2014. Outside of his professional work, John has interests in concerts, music, outdoor adventures, photography, and snowboarding.

Jonathon Watt is a financial advisor at Fidelity with 14 years of industry experience. He holds a Series 66 designation and has worked across multiple Fidelity entities since 2013, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, an IRS-qualified Charitable Gift Fund, and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and manages oversight including the use of affiliated and unaffiliated sub-advisers.

Brian Robinson is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Centennial, Colorado, where he has worked since 2012. He has 19 years of industry experience. Robinson serves as a board member of the Economic Club of Colorado, where he assists with membership development and event organization related to economics and Colorado business. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including high-net-worth individuals, families, and institutional investors. The group offers customized financial planning and portfolio management services, utilizing a variety of investment strategies and overlays tailored to client goals and risk tolerances.

Gabriel Dibildox is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Bank of the West and BancWest Investment Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.