Robert Lucke is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and 33 years of industry experience. His career includes roles at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. Lucke is also an independent insurance agent specializing in dental and group disability income, disability, fixed annuities, life accident and health, and long-term care insurance. MassMutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning relationships supported by advanced software tools and provides various educational and asset management programs.

Stacey Fujiwara is a financial advisor at Edward Jones in Denver, CO, holding Series 63, 65, and 66 designations with 20 years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at Restoration Hardware. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, separately managed accounts, and affiliated investment products through a nationwide network of financial advisors.

Genesis Bynes is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining LPL Financial in 2023, Genesis worked at Transamerica Financial Advisors, World Financial Group, and several other firms. Outside of advisory work, Genesis is involved with Incepta Consulting LLC, a tax and investment-related business entity, and serves as an assessment administrator for Westat. 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 discretionary and non-discretionary management supported by research and third-party subadvisors.

Nathan Ketcham is a financial advisor with LPL Financial, holding a Series 66 credential and three years of industry experience. He has worked at the Credit Union of Colorado and LPL Financial since 2023. Outside of his advisory role, he is involved with KOI NY LLC, a non-investment-related business based in New York. 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, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Robert Farris is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. He holds the Series 66 designation and is based in Denver, CO. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Michelle Losasso is a Senior Financial Advisor with Merrill Lynch Wealth Management. She joined Merrill Lynch in 2011 after five years as a financial advisor at RBC. Prior to her career in finance, Michelle worked at Christie's Auction House in New York City. Her primary areas of focus include retirement income planning for retirees and pre-retirees, wealth building strategies for goal-oriented families and individuals, as well as specific planning strategies for women investors and members of the LGBT community. Michelle emphasizes ongoing portfolio management, proactive communication, and goal tracking in her client service model to deliver a personalized experience tailored to each client's needs. Michelle holds a Bachelor's Degree from Manhattanville College and is a Personal Investment Advisor (PIA). Beyond her professional commitments, she is involved with the Epilepsy Foundation of Colorado and Wyoming. In her personal time, Michelle enjoys yoga, art, reading, antiquing, cooking, dancing, interior decorating, music, and spending time with those important to her.

Scott Gajeski is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he spent 17 years at U.S. Bancorp Investments, Inc. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and institutional fiduciary services, with an emphasis on non-discretionary advisory relationships and a variety of portfolio management strategies.

Amy Gibson is a financial advisor with Robert W. Baird & Co. in Aurora, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and previously at Fidelity Brokerage Services from 2013 to 2018. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including separately managed accounts and overlay strategies, serving a diverse client base with both traditional and non-traditional investment approaches.

Nicholas Bilak is a financial advisor with Cetera in Denver, CO, holding Series 63 and Series 65 licenses and nine years of industry experience. His career history includes roles at Anb Bank and Foresters Financial Services. Outside of his advisory work, he serves as a member of the National Guard, dedicating around eight hours per week. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Jesus Baez is a financial advisor at Robert W. Baird & Co. with three years of industry experience. Prior to joining Baird, he held roles at the United States House of Representatives, Sooper Credit Union, and Colorado Business Bank. He holds a Series 66 designation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, with access to both traditional and non-traditional asset classes.

Mary Stults is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 25 years of industry experience. She has worked at Merrill Lynch Pierce Fenner & Smith Inc since 2000 and at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Weddle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2025, Weddle spent eight years with Avantax in various advisory and insurance roles. Outside of the financial industry, Weddle owns and operates a bakery specializing in bundt cakes. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that provides access to both affiliated and third-party managers, covering diverse investment strategies and program structures.

Bridget Lozano is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley and Morgan Stanley Smith Barney. Based in Denver, CO, she has been with Ameriprise’s current structure since 2020. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Andrea Saenz is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Charles Schwab and has experience outside finance in the beauty salon and restaurant industries. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Mullaney is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Advisors LLC, A.G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. prior to his current role in Denver, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm combines research from Wells Fargo Investment Institute and third-party sources to guide investment decisions and offers both brokerage and advisory solutions.

Grant Murphy is a CFP® professional with five years of industry experience, currently advising at Stifel. His prior roles include positions at Morgan Stanley and Charles Schwab. Outside of his advisor duties, he serves as president of the Notre Dame Club of Wyoming and volunteers as an instructor for investing seminars at Casper College. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis developed by its Investment Strategy Group.

Eric Uhlberg is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2013. Based in Denver, CO, he operates within one of the largest networks of financial advisors at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Barry Bruner is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015 and holds Series 63 and Series 65 licenses. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kevin Cross is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Robert W. Baird & Co. since 2013 and has longstanding affiliations with Charles Schwab and Charles Schwab Bank dating back to 2002 and 2005, respectively. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. 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 options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.