Janet Nuzman is a financial advisor with Wells Fargo Advisors in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at The Leaders Group Inc and Robert W. Baird & Co. She is also active with TLG Advisors, Inc., where she dedicates time as an investment advisor representative. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a wide range of investment and fee-based financial planning services. The firm offers tailored recommendations supported by proprietary research and planning tools, covering diverse needs such as retirement, education, and specialized planning areas.

Michael Williams is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Lakewood, Colorado, and has 23 years of industry experience. His prior roles include positions at Bank of America and Merrill. He serves as treasurer for The University Club of Denver, a social club. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, acting as an ERISA fiduciary and offering discretionary investment management options that include a broad range of financial products.

Justin King is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 65 and Series 66 licenses and 25 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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 investment strategies.

Henry Zabarsky is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Zabarsky serves as a FINRA arbitration panelist and has created a religious product for sale, in addition to acting as a notary in Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research from LPL and third-party providers.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

Jessica Curtis is a Planning Consultant at Fidelity Investments, where she collaborates with clients and their families to understand their unique financial goals and develop plans aimed at long-term financial success. She has been with Fidelity Investments since 2018, progressing through roles from Customer Relationship Advocate to Investment Solutions Representative and now Planning Consultant. Jessica has over ten years of experience in the financial industry, including positions at FirstBank of Colorado and Transamerica Financial Advisors. She holds insurance licenses in Arkansas and California, supporting her expertise in financial planning and investment solutions. Outside of her professional work, Jessica enjoys family activities, golf, hiking, playing musical instruments, outdoor adventures, and spending time with her pets.

Cali Nuechterlein is a Financial Consultant at Fidelity Investments, a position she has held since 2024. Over the years, she has advanced through several roles at Fidelity, including Investment Consultant, Planning Consultant, Relationship Manager, Financial Representative, and Customer Relationship Advocate, gaining comprehensive experience in financial services since 2018. As a CERTIFIED FINANCIAL PLANNER® professional, Cali focuses on partnering with clients to understand their financial goals and developing customized, comprehensive, and holistic financial plans. She emphasizes ongoing monitoring and adjustments to fit clients' changing circumstances. Her approach includes educating clients to foster comfort, confidence, and empowerment in financial decision-making. Cali holds a California Insurance License, supporting her capacity to provide insurance-related financial advice.

Abigail Colburn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMORGAN Chase Bank, Phillips 66, and Walgreens. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Kopp is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and personalized financial planning that utilize structured discovery processes and advanced planning tools.

Andrew Lowery is a financial advisor at Wells Fargo Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in various positions primarily outside the financial sector, including at The North Face and Pearl Izumi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations delivered through meetings and written summaries.

Adis Rogonich is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for four years. Outside of his advisory role, he owns and rents out a townhome in Denver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and alternative investments.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Northwestern Mutual, and The Stone Creek Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. in Westminster, CO, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent support company contracted to Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Anna Jenkins serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over twenty years, she has developed a practice that encompasses concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services provided through Bank of America, N.A. Anna's educational background includes a bachelor's degree from Colorado State University, where she participated in the Music, Theater, and Dance Department. She holds professional designations as a Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Her expertise focuses on corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. Originally from Rapid City, South Dakota, Anna is engaged in her community through volunteering at her daughters' school and mentoring women in the financial industry. In her personal time, she enjoys camping, hiking, music, reading, skiing, and traveling.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Stephen Herbert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Crossman is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and research.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.