John Glasgow is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over thirty years of experience as a financial advisor, he specializes in helping clients achieve their personal financial goals through customized wealth management strategies. His expertise includes investment selection and management, retirement planning, tax minimization, foundation creation, wealth transfer strategies, trust and estate planning, insurance and survivorship planning, and college funding. John holds a Bachelor's Degree from Ripon College and a Master's Degree from Oxford Polytechnic University in England. He is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He regularly studies various aspects of investments and financial services to enhance the advice and recommendations provided to his clients. John conducts his work with an emphasis on understanding clients’ unique priorities and simplifying complex financial planning. In addition to his professional work, John is involved in his community as a member of the Wilmette Harbor Rotary Club. He speaks both English and German.

Sheena Terry is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also serving at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Riley Baker is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS, Baker held positions at Reformation, Arrow Electronics, Vuori, and Kinder Care, as well as roles in education at Castle View High School and the University of Denver. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Stephen Demyanovich is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation. He joined Edward Jones in 2025 after 23 years at MediaNews Group and five years at Gannett Media. Outside of his advisory role, he is a minority owner of a property management business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. 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 offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer MacMahan is a Private Wealth Advisor and partner at MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families. Jennifer employs a holistic approach to financial planning that seeks to streamline both sides of a client's balance sheet, aiming to clarify and resolve the complexities associated with significant wealth. Her professional experience is concentrated on addressing the distinctive needs of her clientele, enabling her to execute sophisticated initiatives with precision and care. Jennifer holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), and Chartered Retirement Planning Counselor (CRPC), awarded by the Investments & Wealth Institute and the College for Financial Planning Institutes Corp. She completed accredited certificate programs at the University of Chicago and holds a bachelor's degree from Stockton University. Jennifer resides in Louisville with her family. She has a passion for traveling and experiencing new cultures, stemming from a study abroad experience in her teens. Growing up on a 300-acre organic farm in south Jersey has influenced her interest in nutrition. She enjoys ocean-related activities, particularly scuba diving, with over 225 logged dives, and hopes to dive in Antarctica.

Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill in Boulder, CO, and has held prior roles at Colorado Financial Service Corporation, LPL Financial, LLC, and Credit Agricole Corporate & Investment Bank. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

David Beebe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

Shawn Fowler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Fowler is a partner in family investment firms TNF Investments LLP and Fowler Investments LLC and is involved as sole proprietor in recreational investment ventures. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm‑approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lee Derose is a financial advisor at RBC Capital Markets with 16 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2010 and is also affiliated with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 range of multi-asset model portfolios and alternative investment options.

Tara Gignac is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies that are tax efficient and tailored to clients' unique goals and needs. With 18 years of experience, she works with clients through significant life events, providing guidance for today and future generations. Her areas of focus include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Tara holds a Personal Investment Advisor (PIA) designation and earned a BA in Linguistics from the University of Maryland, College Park. She emphasizes developing long-lasting relationships with clients and takes a holistic approach to wealth management, considering all aspects of their financial picture. Outside of her financial advisory role, Tara is involved in community activities and personal pursuits such as co-founding a boutique custom distillery, urban gardening, rowing, supporting community cats, and practicing martial arts.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Margaret Ladd is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS from 2015 to 2017 before joining Morgan Stanley Smith Barney in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured planning tools supported by its Global Investment Committee.

Claire Vanderhart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, she was involved in operating Cyl Sauna Studio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Marcus Stookey is a financial advisor with LPL Financial based in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he has maintained employment with the City of Denver-Denver International Airport for over ten years. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients from individuals to institutions. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.