Chelsea Botta is a Private Wealth Advisor with Merrill Private Wealth Management at Mayer, Botta and Associates. Based in Boston, she provides specialized advice and guidance to individuals and families with complex wealth management needs across multiple regions of the United States. Chelsea focuses on serving multi-generational families, wealth creators, and clients actively building their wealth, assisting them with investment management, cash-flow analysis, wealth strategy, charitable giving, trust and estate planning services, banking and lending, and business succession planning. Chelsea joined Merrill Private Wealth Management in 2012 and brings expertise from her prior six years as an Investment Analyst, where she gained experience in capital markets, including asset allocation modeling, manager research, risk analysis, and diversification strategies. She holds a Bachelor of Science in Business Administration with a concentration in Finance and minors in Accounting and Economics from Marist College, graduating Magna Cum Laude. While at Marist, she was a member and two-year captain of the women's soccer team. Outside of her professional work, Chelsea enjoys playing in a local co-ed soccer league, staying active with her rescue dogs Chase and Bruno, and traveling.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Christina Stine is a financial advisor at Morgan Stanley in Denver, CO, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at E*TRADE Capital Management LLC and Jackson National Life Distributors LLC. Outside of her advisory role, she is a managing member of Nevada Gold Ventures LLC, involved in mining claims. Morgan Stanley Wealth Management serves both 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 structured planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Nicholas Distefano is a financial advisor at Stifel with nine years of industry experience. He holds the Series 66 designation and has been with Stifel and its affiliates since 2009. He is based in Denver, CO. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning analyses to support client decision-making.

Lachlan Kaiser is a financial advisor at Ameriprise in Glendale, Colorado, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Fidelity Investments, Gradient Advisors, LLC, and Allied Wealth Financial Group. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Christine Shreeve is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 24 years of industry experience. She has been with UBS since 2015. Outside of her advisory role, she is a consultant for Norwex, a company that manufactures green cleaning products. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of products including fee-based planning, portfolio management, and capital markets solutions.

Emma Leahy is a Wealth Management Planning Consultant at Fidelity Investments. In this role, she provides families with comprehensive support for their financial planning needs, focusing on building lasting relationships grounded in trust and a thorough understanding of individual goals and values. Emma joined Fidelity Investments in 2021 and has held several positions within the company, including Customer Relationship Advocate, High Net Worth Representative, and Relationship Manager. Her progressive experience at Fidelity has enriched her expertise in wealth management and client relations. Outside of her professional responsibilities, Emma enjoys a variety of personal interests such as hiking, sailing, skiing, traveling, and exploring culinary experiences.

Kathleen Drake is a financial advisor at Ameriprise with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she has ownership interests in entities associated with mineral rights. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Jonathan Dinar is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory role, he is a certified notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Thomas Boh is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Based in Denver, CO, he is part of a large institutional firm with over 3,000 advisors. He is a member 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 team provides 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.

Gerald Buckland III is a financial advisor with Edward Jones in Glendale, Colorado, holding Series 65 and Series 66 credentials and four years of industry experience. He worked at Hinchley Advisory Group, LLC from 2016 to 2023 before joining Edward Jones. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Ian Carter is a financial advisor at UBS Financial Services with one year of industry experience. He holds the Series 66 designation and has previously been involved with the Colorado High School Athletics Association and the University of Colorado Boulder. Outside of finance, he has experience working in the restaurant industry. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to support client goals.

Joanna Heckman is a CFP® professional with 14 years of industry experience, currently advising at Robert Baird & Co. in Denver, CO. She previously worked at Charles Schwab and Charles Schwab Bank for over a decade. Joanna is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing a combination of SMA strategies, overlay management, tax management, and internal research tools.

Jennifer Mayes is a financial advisor at LPL Financial with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Trilogy Capital, Inc. and National Planning Corporation. Based in Denver, CO, she has been with LPL Financial since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by research and technology-driven strategies.

Celine Jackson is a financial advisor at Charles Schwab in Denver, CO, holding a Series 66 license. She has less than one year of industry experience and has worked in various roles prior to joining Schwab, including positions outside the financial services sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Kathy Houston is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and research-guided simulations as part of its financial planning process.

Maureen Bartlett is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2010, following two years at Wells Fargo Clearing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Jill Schmieding is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Advisors, Wealth Enhancement Group, and LPL Financial. Outside of her advisory role, she is the owner of a non-investment-related rental property. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad platform of capital markets and advisory solutions.

Eric Mac Vittie is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with 14 years of industry experience. His work history includes roles at Bank of America, Merrill, US Bank, and GHP Investment Advisors. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Medley is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Robert W. Baird since 2016. Outside of his advisory role, he serves as the Investment Committee Leader and Executive Board Member for the Pittsburg State University Foundation. The DDK Group at Robert W. Baird serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing tools, supported by internal research and technology, including artificial intelligence, and manages approximately $394 billion in regulatory assets.