Howard Blitz is a financial advisor with Morgan Stanley in Boulder, CO, holding a Series 63 designation and 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages the Blitz Family LLC, a family estate entity. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved tools.

Michael Whited is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments and its affiliates for over a decade. He is based in Denver, Colorado. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Matthew Gerth is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and three years of industry experience. He previously worked at CIBC Private Wealth Management, Bank of America Private Bank, and SunTrust Bank. Outside of finance, he is involved with DND Fitness LLC, where he models fitness attire for digital media. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market scenario modeling.

Stewart Stothoff is a financial advisor with Ameriprise in Westminster, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he owns Montage Band, providing music entertainment for events such as weddings and private parties. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm delivers personalized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis, supported by a large institutional platform with a broad range of advisory, brokerage, and insurance solutions.

Matt Vinton serves as the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2026. In this capacity, he works closely with clients and their families to provide guidance on important financial decisions through personalized planning and the coordination of strategies utilizing Fidelity's resources. Matt has dedicated 18 years to Fidelity Investments, progressing through various roles including Vice President, Wealth Planner; Vice President, Financial Consultant; and Financial Consultant, among others. This extensive experience has afforded him exposure to a wide array of financial situations and complexities, contributing to a comprehensive perspective in his advisory approach.

Robert Dietz is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC since 2008 and previously worked at City National Bank from 2019 to 2025. Outside of his advisory role, he serves on the finance council of Sacred Heart of Jesus church and is a board member of the Sacred Heart School Foundation, where he is involved in scholarship selections and fundraising. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs and investment options.

Maisie Jones is a Financial Consultant at Fidelity Investments, a position she has held since 2024. She develops engagement strategies to support each client's unique planning and relationship needs. Jones has worked in various roles at Fidelity Investments since 2020, including Investment Consultant, Planning Consultant, Central Relationship Manager, College Planning Specialist, and Customer Relationship Advocate. Prior to joining Fidelity, she completed a Financial Planning Internship at New England Professional Planning Group in 2019.

Christopher O'Neill is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Mainstay Advisors and Wells Fargo Advisors prior to joining Raymond James. Outside of finance, he owns and sells artwork through his business, Skull Labs. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Joseph Sartini is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at MarketChief.io and DR Microgrid. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and advisory services.

Janae Winner is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2018 and holds Series 63 and Series 66 licenses. Prior to joining UBS, she worked at Stive Preparatory School - Rise for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning, portfolio management, and distributions of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Vinchenza Burney is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. She has held various roles within Cetera and associated firms since 2017. Outside of financial services, Burney is involved in youth development as a leader and vice chair of the Good News 4-H Club, a nonprofit focused on 4-H youth activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.

Elena Martinez is a financial advisor with J.P. Morgan Securities in Boulder, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of her advisory role, she is an owner of South Taft Ct, LLC. 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, with an ESG eligibility framework integrated into its investment recommendations.

Nancy Stevens is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Baird since 2017 following a two-year retirement period. Outside of her advisory role, Stevens serves as a board member of the nonprofit philanthropic foundation Philanthropiece and is chairman of Boulder Community Health. Baird’s Private Wealth Management department, including the DDK Group team where Stevens works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager selection supported by internal research and technology to provide tailored wealth management solutions.

Reid Johnson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is involved in scuba training as a dive master and participates as a principal trumpet performer with the Front Range Youth Symphony and as a volunteer student leader with Colorado Ambassadors of Music. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Casey Minnick is a Series 66-licensed financial advisor with UBS Financial Services in Denver, CO, with four years of industry experience. Prior to joining UBS Financial Services in 2021, Minnick worked at UBS from 2016 to 2021. Minnick serves on the board of directors for the USO in Colorado and Wyoming, where responsibilities include event planning, speaking about military experience, and assisting with fundraising. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, delivering tailored advice based on proprietary research and model-based asset allocations.

Fiona Van Stout is a ChFC® credentialed financial advisor with three years of industry experience currently with LPL Financial. Her prior roles include positions at Thimbleberry Financial and Fiona Marion Wealth Coaching, as well as five years as an English teacher. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers diversified advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Joseph Lavalle is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 65 credentials. Lavalle previously worked at RBC Capital Markets Corporation for 11 years before joining Merrill and Bank of America in 2019. Outside of his advisory role, he is involved with homeowners associations in Boulder, Colorado, and Hilton Head, South Carolina, and has active oversight responsibilities for multiple non-investment rental properties. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm employs model-based and discretionary investment strategies, integrating with Bank of America’s broader platform to offer a range of products and services.

William Miller is a financial advisor at Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 credentials with nine years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2015. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Roger Dael is a financial advisor with Ameriprise in Boulder, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Ameriprise since 2018, including its affiliated entities, and previously at Wells Fargo Advisors. Outside of his advisory work, he serves on the Board of Directors and as Secretary for Colie’s Closet and is involved with the Boulder Mountain Bike Alliance. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing personalized, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its large institutional platform.

Ross Blount is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. His previous roles include positions at U.S. Bancorp Investments, Inc., First National Bank, and Raymond James Financial Services Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement consulting, with access to model portfolios, third-party research, and advanced portfolio management technologies.