Deann Lopez is a financial advisor at Stifel in Denver, CO, with 19 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2009 and holds a Series 66 designation. Outside of her advisory role, she is the managing member and owner of Bara Earth LLC, a business specializing in hot and cold packs. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary analysis and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jason Gocke is a CFP® professional with 18 years of industry experience, all of which have been with Edward Jones since 2008. He holds a Series 66 designation and is based in Thornton, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Julian Pace Jr. is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at UBS Financial Services Inc. for nine years. Pace is based in Denver, CO. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tory Tripp is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing one year of industry experience. Prior to joining the firm, Tripp worked at Park Avenue Securities and Guardian Life Insurance Company and spent nearly a decade in education roles with Denver Public Schools and the Colorado Department of Education. Tripp is also involved with FemGen Wealth, LLC, where they provide financial literacy seminars. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and offers various event-driven planning programs.

Varoon Jewahar is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill in multiple periods totaling over eight years, with additional experience at Citigroup and Robinhood Markets. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Thomas Sickler is a financial advisor with Stifel, Nicolaus & Co. Inc. in Denver, Colorado. He holds Series 63 and Series 65 licenses and has 42 years of industry experience, including 26 years with Stifel. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Dimitri Stanley is a financial advisor at LPL Financial with a Series 66 credential and less than one year of industry experience. His background includes roles at AO Globe Life and involvement with Kngdm Sport Performance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by extensive research and diversified investment strategies.

Robert Caldwell is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and joined UBS in 2024. Prior to his current role, Caldwell worked at Columbine Country Club and has experience in education and entrepreneurship. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and delivers research-driven, tailored financial solutions.

Stacey Johnson is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with eight years of industry experience. Prior to joining UBS in 2017, Johnson spent one year at the University of Texas at Austin. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Arthur Perez is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2023 to 2025 and as an Investment Counselor at Fisher Investments from 2022 to 2023. His professional background also includes experience as a Private Client Banker at JPMorgan Chase from 2019 to 2022 and as a Financial Advisor at AXA Advisors from 2017 to 2019. Arthur specializes in helping clients navigate the complexity of financial planning. He collaborates with clients to co-create personalized financial plans that address both short- and long-term financial goals. He also works with clients to update their plans to reflect changes in their personal lives. Outside of his professional work, Arthur has personal interests in art, camping, cars, comedy, fitness, and golf.

Francis Loughran is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, BOKF, and Brinker International. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, with portfolio implementation tailored to client needs.

Stephanie Stano is a financial advisor with LPL Financial based in Denver, Colorado. She holds Series 63 and Series 66 credentials and has 25 years of industry experience, including 13 years with LPL Financial. Outside of advisory work, she maintains one residential property that is rented. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Danielle Barnard is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing five years of industry experience. She has worked at Morgan Stanley since 2020, including a role at Morgan Stanley Private Bank, N.A. She previously had a brief role outside finance as part of Player's Sports Bar and Grill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Franci Shields is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its related entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which delivers detailed recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Chad Larsen is a financial advisor with LPL Financial in Denver, CO, holding the ChFC® and Series 63 designations. He has 38 years of industry experience and has been affiliated with LPL Financial since 2010. Larsen also works with Global Retirement Partners, LLC and HUB International Investment Services. Outside of his advisory roles, he serves as a board member for Alta Trust Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, and retirement plan consulting with a focus on both discretionary and non-discretionary management supported by research and model portfolios.

Daphne Wightman is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022, following an eight-year tenure at Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and alternative products. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Donald Thacker Jr. is a financial advisor at Robert W. Baird & Co. with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Baird in 2020, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2020. 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, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Laila Rusta is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Wells Fargo Bank since 2014 and has been affiliated with Front Range Community College since 2011. Outside of finance, she has partial ownership in a Denver-based event decorating business and works as a caregiver attendant through a separate company. 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 a large asset base and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.