Marques Lopez is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2007. Outside of his advisory role, he is the owner of several real estate rental properties. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Gregory Clinard is a financial advisor with Ameriprise in Parker, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, with a four-year break in between. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized Recommendation Reports through a centralized consulting team.

Walter Canizales is a financial advisor at Morgan Stanley in Denver, CO, holding Series 66 and Series 63 licenses with six years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services, LLC and US Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and features both retail and institutional services.

Christopher Kruger is a CFP® and holds a Series 66 license. He has 11 years of experience and has been with Edward Jones in Lakewood, CO since 2015. 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 and offers a broad range of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary wrap fee strategies.

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.

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.

Andrew Cochran is a financial advisor with J.P. Morgan Securities in Englewood, Colorado, holding a Series 66 designation and 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012 and previously was involved with CrossFit Wash Park from 2017 to 2021. 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, distribution, and investment management capabilities.

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.

Zachary Weaver is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also associated with Prairie Plains LLC as an outside business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and provides diverse financial products and services across retail and institutional markets.

Sharon Starkey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2009 to 2024. She owns Starkey Financial Group LLC, a separate investment-related business based in Lakewood, CO. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm employs Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial planning areas, with clients having the option to implement these through brokerage or advisory programs.

Connor Makis is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Canvas Credit Union for nine years and Domino's Pizza for two years. Outside of his advisory role, he supports an advisor through Canvas Advisors in a sales assistant capacity and is commissioned as a notary in the state of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

William Werley Jr. is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep programs.

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.

Geoffrey Laughlin is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds a Series 66 designation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using a variety of strategies, including discretionary management and separately managed accounts, and provides municipal advisory and public finance services alongside its investment and trust capabilities.

Josh Dellinger is a financial advisor with Osaic Wealth, Inc. in Englewood, CO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. In addition to his advisory work, he is involved in outside insurance activities, including life, disability, and property and casualty insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, retirement plan consulting, and access to various third-party money managers, employing asset allocation tools and automated rebalancing to manage a wide range of investment products.

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.

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.

Mingmar Sherpa is a financial advisor at Cetera with 16 years of industry experience. He holds Series 66 and Series 63 designations and has worked with firms including Fidelity Brokerage Services and First Allied Securities. Outside of finance, he is the owner of a small DIY crafts business. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors and serves individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and varied program structures.

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.