Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, and traveling.

Amanda Vigil is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Morgan Stanley, and CIBC Private Wealth. She serves as co-trustee and conservator for family trusts. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers both model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Merrill prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

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.

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

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.

John Walsh is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked in education at Cherry Creek Public Schools and Denver Public Schools. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

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.

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.”

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.