Kevin O'Connor is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he serves as a director and chair for Opera Colorado, providing financial oversight for the organization. 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 and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Hayden Johnson is a financial advisor at Edward Jones in Lakewood, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Elite Drains and Plumbing and attended the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Ameriprise, Cetera Advisor Networks LLC, and Hinds Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing research-driven model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational and research purposes.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Colton Wise is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Guggenheim Partners and J2 Partners before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hadley Griggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan, Griggs attended Boston College and held roles at Prudential Insurance Company of America and The Atlanta Braves. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Anna Schaefer is a Series 66 credentialed advisor with J.P. Morgan Securities in Denver, Colorado. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she had positions at Deloitte and Global Medical Response. She also has experience with nonprofit work at the Boulder Shelter for the Homeless and involvement in local business ventures including The Post Chicken & Beer. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

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.

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.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services, including financial planning and access to third-party asset management, with a range of investment strategies implemented by a large network of investment adviser representatives.

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 27 years of experience in the financial services industry. She is currently with Wells Fargo Advisors, where she has worked since 2009 across affiliated entities. Prior to this, she was with A. G. Edwards & Sons, Inc. She also owns Starkey Financial Group LLC, a financial consulting business based in Lakewood, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs, using proprietary research and tools to develop tailored recommendations.

Connor Makis is a financial advisor with LPL Financial in Littleton, Colorado. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he worked at Canvas Credit Union since 2017 and was employed by Domino's Pizza from 2015 to 2017. He also supports an advisor through Canvas Advisors in a sales assistant capacity and holds a notary commission in Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

William Werley Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of advising, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research-based investment strategies and supports a broad range of financial products through bank and insurance affiliates.

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.