Alexander Koch is a CFP® professional with 11 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at several firms, including Northwestern Mutual Investment Management and Sovereign Wealth Strategies Group. Outside of his advisory role, Koch is a licensed insurance agent providing life, disability, and long-term care insurance solutions. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client risk profiling and provides a range of implementation options including brokerage accounts, advisory accounts, and outside managers.

Parker Patierno is a financial advisor at Thrivent Investment Management with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Amazon, Continental Disc Corporation, and KONG Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive planning on topics such as retirement, tax, estate, and business continuation without implementation of recommendations. The firm’s approach combines holistic, goal-based analyses with options for integrating planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

James Barrett is a financial advisor with Wells Fargo Clearing in Arvada, CO, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Hayden Johnson is a financial advisor at Edward Jones in Lakewood, CO. He holds a Series 66 designation and has been with Edward Jones since 2025. Prior to his advisory role, he gained experience at Elite Drains and Plumbing and worked at the University of Colorado Boulder. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brooke Phillips is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing six years of industry experience. Her career includes two separate terms at Morgan Stanley totaling eight years, as well as roles at The Vermont Economic Development Authority and KW Closings, LLC. She also has a background with The University of Vermont. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including estate planning and customized financial strategies.

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.

Daniel Goldberg is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked with Osaic Wealth Goldberg Zessin Investment, LLC since 2019, following a three-year tenure at Royal Alliance Goldberg Investment Advisors. In addition to his advisory work, Goldberg is a partner in an income tax planning and preparation firm and is an IRS Enrolled Agent authorized to represent clients before the IRS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with services including third-party money managers and wrap programs.

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.

Teagan Mcgee is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2025. Outside of her advisory role, she works as a Beverage Cart Assistant at The Ranch Country Club. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients across a broad range of financial planning needs.

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.

Noel Culberson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as an investment committee member for the Boulder Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.

Heidi Tickle is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Merrill since 2018. Prior to this, she spent five years at the Financial Industry Regulatory Authority. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader platform, providing access to a wide set of products and services.

Nicholas Yip is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. 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 financial planning services, managing approximately $2.74 trillion in client assets.

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.

Benjamin Bailey Jr. is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at King Soopers for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay tax-efficient services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Stephanie Aragon is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney LLC, TD Ameritrade, and Scottrade prior to joining Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

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.