Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Paul Kropatsch is a financial advisor with Ameriprise in Highlands Ranch, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he consults with financial advisors to help improve their business and is co-owner of an aircraft rental business. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Conor Mccallin is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the investment committee of Regis Jesuit High School in Aurora, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques, focusing on advisory services rather than individual security recommendations.

Taylor Hoelscher is a financial advisor with Fidelity Investments, holding a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Hoelscher held various roles outside the financial sector, including positions at Amazon and in education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.

Luisana Sanchez is a financial advisor at Merrill in Denver, CO, with 15 years of experience in the industry. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services. Outside of her advisory role, she assists part-time with administrative duties at a pediatric dental office in Denver. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kirk Jones is a financial advisor with LPL Financial in Golden, Colorado, holding a Series 66 designation and over 23 years of industry experience. He has worked at LPL Financial since 2009 and has prior experience with firms including Western Wealth Management and Independent Financial Partners. Outside of his advisory role, Jones is involved in sports broadcasting, serving as a college football pregame radio co-host and a color analyst for the Denver Broncos Football Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked at Charles Schwab for five years and has experience in banking and ski area operations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

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, Colorado, holding Series 63 and Series 65 designations and over 43 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2000. Outside of his advisory work, he is active as a concert pianist and piano instructor. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Elizabeth Nichols is a financial advisor at Edward Jones in Golden, Colorado, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones in 2026, she worked in various roles including self-employment and positions at Telemetry Agency, Hemmings, Car and Driver, and Road & Track. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets with a large national network of advisors and branch offices, offering both discretionary and non-discretionary strategies under a fiduciary standard.