Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Fuselier serves on multiple governance boards for community and pediatric healthcare organizations in Colorado. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to asset management through LPL programs and third-party asset managers.

Amber Kimbley is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC, E*TRADE Securities LLC, Bank of America, and Merrill Lynch. Outside of her advisory work, she is involved with Enchanting Crystals. Morgan Stanley Wealth Management offers a wide range of advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools without providing individual security recommendations in standalone plans.

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.

Tanisha Simon is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 license with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

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.

Robert Grace is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is an owner and partner of Chalet Grace LLC, a short-term rental business in Avon, Colorado. 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. The firm delivers these services on a non-discretionary basis and combines large institutional advisory operations with multiple market-facing registrations and functions.

Maxwell Paul is a Series 66-credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Glasheen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and provide a world-class client experience. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2013 to 2021. Throughout his career at Fidelity, William has focused on supporting financial planning and client service initiatives. His leadership responsibilities include guiding associates to deliver comprehensive financial advice and ensuring high standards in client interactions. Outside of his professional role, William enjoys camping, hiking, scuba diving, traveling, and parenthood.

William Charboneau is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings than typical institutional advisors, including insurance-related vehicles and bank deposit sweep options.

Conor Mccallin is a financial advisor at Morgan Stanley in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Investment Committee for Regis Jesuit High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, utilizing models such as Monte Carlo simulations, while clients remain responsible for implementing their plans.

John Walsh is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Before joining Merrill Lynch, Pierce and Fenner in 2022, he worked in education at Grandview High School and South High School in Denver. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm’s investment approach includes model-based and discretionary strategies implemented by Managed Account Advisors LLC and affiliated managers, supported by Merrill’s Chief Investment Office.

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 with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following prior roles at Bank of America and UBS Financial Services. Outside of her advisory work, she assists part-time with administrative duties at a pediatric dentistry practice in Denver. 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 individuals, high-net-worth clients, pensions, charitable organizations, and corporate fiduciaries.

Steven Kluever is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation and bringing 25 years of industry experience. He joined Baird in 2025 after roles at Ohio National Equities, Northwestern Mutual, Edward Jones, and other firms. Outside of his advisory work, he is the owner of Retter Properties, Inc. The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and other services supported by internal research and a mix of manager-traded and model-traded strategies.

Beth Stenz is a financial advisor with Edward Jones in Erie, Colorado, holding CFP® and ChFC® designations with 18 years of industry experience. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns Heels on the Gridiron LLC, a lifestyle blog covering travel, fashion, beauty, and sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including trust services and securities-based lending.

Trent Strietelmeier is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 registrations and previously worked at Charles Schwab for five years. His background also includes positions at Copper Mountain Ski Area, First Bank, and Colorado Christian University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services through its WealthPlan option, maintaining separation between the two.

Benjamin Disalle Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2015, and prior to that with Summit Financial Group Inc. He serves as treasurer for The Financial Retirement Group Inc. and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.

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.