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.

Garrett Gunberg is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Personal Capital Advisors for 10 years, followed by roles at Empower Financial Services and Empower Advisory Group. Garrett is based in Denver, CO. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers sub-advisory services, serving a large client base through advisor-led and online platforms.

Warren Anderson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. Prior to joining Edward Jones, he spent 24 years at Charles Schwab and Co., Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm operates with a fiduciary standard and maintains a large network of advisors and branch offices nationwide.

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.

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.

Peter Coleman is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously spent seven years at National Planning Corporation. Outside of his advisory role, he is a licensed, non-practicing attorney, founder of Coleman Capital and Risk Management, and a member of The Rotary Club of Evergreen. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides tailored investment solutions across multiple platforms and maintains proprietary and third-party model strategies.

Gordon Bauer is a financial advisor with LPL Financial in Littleton, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Linsco/Private Ledger Corp. since 2000. Outside of his advisory role, he is active as a concert pianist and piano instructor, and he is involved in floral design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research to support both discretionary and non-discretionary management approaches.

Douglas Mayes is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 52 years of industry experience. He has previously worked at Sagepoint Financial, Inc. and National Planning Corp. Mayes is also president and co-owner of Invest West, Inc., a corporation established in 1985 that serves his client base and historically supervised representatives. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools and risk-tolerance analysis to construct diversified portfolios, offering both discretionary and non-discretionary account management.

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.

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.

Alex Wind is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within J.P. Morgan since 2016. Outside of his advisory work, Alex occasionally performs as a DJ at nightclubs. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Burks is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has recent experience at Becknell Industrial LLC and Kimley-Horn and Associates, Inc. prior to joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Robert Katz is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Concourse Financial Group Securities Inc for 10 years. Katz is also an independent insurance producer through Katz Insurance, LLC and serves as a board member for a condominium association in Denver, CO. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke investment strategies.

Michael Fusi is a financial advisor with Thrivent Investment Management based in Littleton, CO. He holds Series 66 and Series 63 credentials and has seven years of industry experience. His prior roles include positions at Grove Point Investments, Medallion Financial Group, and Principal Financial Group. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial topics without managing client portfolios or institutional accounts.

Max Fletcher is a financial advisor at Edward Jones in Denver, CO, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large network of advisors and branch offices.

Douglas Camelio is a financial advisor at Thrivent Investment Management in Denver, CO, holding Series 66 and Series 63 designations with four years of industry experience. His prior work includes roles at Fidelity Investments and Securitas Securities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority, and combines planning with managed-account options under a consolidated billing program called WealthPlan.

Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market assumptions.