Carly Wendt is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has worked since 2016 as part of the Beckley-Wendt financial advisory team. She specializes in creating customized financial plans for individuals and families, focusing on client-centered goals that include retirement planning, legacy planning, and socially responsible investing. Carly holds the CERTIFIED FINANCIAL PLANNER® designation among other professional certifications such as the CERTIFIED PLAN FIDUCIARY ADVISOR and Retirement Accredited Financial Advisor. Before joining Merrill Lynch, Carly gained experience in corporate governance, public relations, and investment management, most recently managing pension and savings plan assets for a public oil and gas company. She earned her bachelor's degree in journalism from the University of Nebraska-Lincoln and a Master of Business Administration in Finance from Baruch College in New York City. Carly emphasizes ongoing financial and investment education to support her work. Active in the community, Carly serves on the Board of Trustees and Investment Committee for The Women's Foundation of Colorado and has held a position on the Women's Leadership Foundation Board of Directors. She is also involved with the Women's Estate Planning Council and the Women's Chamber of Commerce. Outside of her professional commitments, Carly enjoys running, skiing, cycling, and exploring the mountains with her husband, Will Herrmann, and their Rhodesian Ridgeback.

Andrea Barvi is a financial advisor at Edward Jones in Aurora, Colorado. She holds the Series 66 designation and has been with Edward Jones since 2026. Prior to her current role, she held positions including work with the Ministry of Health and the Gruppo Misto Camera dei Deputati in Italy, as well as academic roles at the University of Denver and the Pontifical University Santa Croce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Merrick Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Benjamin Carrington is a financial advisor with UBS Financial Services in Denver, Colorado. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Charles Schwab and the University of Colorado Recreation Center. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Andrew Hait is a ChFC® credentialed financial advisor with Edward Jones in Denver, CO, where he has worked since 2004. He has 21 years of industry experience. Outside of his advisory role, he serves as Vice President of LETIP of Arapahoe County, assisting with meetings and managing petty cash for chapter activities. Edward Jones is a wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm provides a range of advisory programs and investment strategies supported by a large network of financial advisors and offices nationwide.

Brendan Willigan is a financial advisor at Ameriprise with four years of industry experience. He holds a Series 66 designation and has previously worked at Two Roads Brewing Company and USA Sports. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Jennifer Bruce is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is a notary public in Colorado. Wells Fargo Clearing provides retirement plan consulting services to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Erin Redwine is a CFP®-credentialed financial advisor with Edward Jones in Denver, Colorado, bringing seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for six years at ISN Software Corporation. She has also worked as a sales associate in retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of roughly 23,701 advisors. The firm offers a broad range of advisory programs and affiliated investment products under a fiduciary standard.

Dennis Haubert Jr. is a CFP®-certified financial advisor with 24 years of industry experience, currently affiliated with LPL Financial in Denver, CO. His prior experience includes roles at Edward Jones, Transamerica, Wells Fargo Clearing, Cetera, and Regions Bank. He serves as a board member for the Arvada Jefferson Kiwanis, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from both internal and third-party sources.

Candace West is a CFP® professional with 16 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors from 2013 to 2016. She holds Series 63 and Series 66 licenses and is based in Aurora, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kenneth Szulczewski is a CFP® with 12 years of industry experience, currently serving with Wells Fargo Clearing in Denver, CO. His prior roles include positions at TD Ameritrade Investment Management and Scottrade. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Michael D’epagnier is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to joining Osaic in 2023, he worked for Sagepoint Financial, Inc. for 14 years. Outside of his advisory work, he is a licensed insurance agent and a co-owner of Brighton Financial Center LLC. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers. The firm offers a broad range of financial services and uses various analytical tools and third-party platforms to construct and manage portfolios.

Melanie Mc Girr is a Series 66 licensed financial advisor with Edward Jones in Denver, CO, and has four years of industry experience. Prior to joining Edward Jones in 2021, she worked at ATC Group Services LLC and AMB Janitorial Services LLC. Outside of work, she participates in a local birding meetup group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

William Bradford is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves primarily executives, business owners, and affluent families through The Thisted Group. Mr. Bradford employs a client-centric, goals-based approach, combining the attention of a boutique firm with the resources of a large financial institution. His process includes careful analysis and tailored strategies that utilize a broad range of tools to help clients meet their financial objectives. Mr. Bradford's expertise encompasses executive compensation, family wealth management strategies, endowments, foundations, non-profits, legacy planning, liquidity management, portfolio management services, small business strategies, tax minimization, and retirement income. He also advises on credit and lending through Bank of America, as well as estate and trust planning, hedging, risk management for concentrated stock positions, and philanthropic services. He holds a Bachelor's Degree from the University of Iowa and has earned professional designations including Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Mr. Bradford resides in Denver with his wife and enjoys fishing, golfing, pickleball, reading, scuba diving, skiing, and spending time with his family.

Sean Hagerman is a financial advisor with LPL Financial in Denver, CO, holding CFP® and Series 66 designations and bringing 14 years of industry experience. He spent 11 years at Edward Jones before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nondo Capuano is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2011. He is based in Englewood, CO. Outside of his advisory role, he is involved with the Capuano Family Charitable Foundation. Capuano is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional allocations to complex, non-traditional investments.

Jon Brause is a financial advisor at Stifel in Denver, CO, with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm offers both brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to provide asset allocation, retirement, insurance, and estate planning analyses.

Robert Gillock is a financial advisor with Edward Jones in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lektron LED Technologies, LLC. He serves on the finance committee of The Heights Church in Denver, reviewing and approving the church budget. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

Noah Borwick is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Guardian Life Insurance. In addition to his advisory role, Borwick operates Borwick Tax Service LLC, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Samuel Sweeney is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to connect all aspects of their financial lives, helping them prioritize and pursue goals such as legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Samuel holds a Bachelor's Degree from Saint Lawrence University and carries the Personal Investment Advisor (PIA) designation. His approach involves bringing simplicity and transparency to wealth management, focusing on personalized plans that take into account individual clients' perspectives and priorities. Outside of his professional work, Samuel has personal interests that include adventure sports, boating, camping, chess, golfing, hiking, ice hockey, music, and rock climbing. He draws parallels between his experiences, such as his 2016 thru hike of the 485-mile Colorado Trail, and the discipline required in wealth management.