Danielle Patnode is a financial advisor at Edward Jones in Lafayette, Colorado, holding the Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2014. 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 advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Fullmer is a CFP® professional with 10 years of industry experience, currently affiliated with Wells Fargo Clearing since 2019. His previous roles include positions at Mercer Global Advisors Inc., Cambridge Investment Research Advisors, Wealth Advocates, and Yellowstone Partners. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Alissa Smidt is a Series 66 licensed financial advisor with Merrill, based in Boulder, CO, where she has worked since 1999, totaling 27 years of industry experience. She holds a power of attorney role in an entity named A B S in San Marcos, California. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Andrew Wayland is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and several other financial firms. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Jonathan Massey is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Equitable Advisors since 2005 and previously with AXA Advisors, LLC for 15 years. Outside of financial advisory, he owns Jonny Massey Music, a music publishing and licensing startup, where he is the songwriter. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party programs and discretionary management, covering mutual funds, ETFs, separately managed accounts, and select alternatives.

Zachary Altman is a financial advisor with Cetera in Denver, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fortune Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales through various companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

To Pak is a financial advisor at Morgan Stanley in Boulder, CO, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, 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.

Paul Campbell is a Series 66-licensed financial advisor at Morgan Stanley in Denver, Colorado, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Baker & Hostetler LLP for four years and Pillsbury Winthrop Shaw Pittman LLP for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

David Stewart IV is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Denver, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Scott Staudenmier is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Charles Schwab, where he worked for over two decades across multiple Schwab entities. Outside of finance, he co-owns Rose Brooke Designs LLC, a business selling nature photographs and related products along with handmade earrings. He is part of The DDK Group at Baird, which serves high-net-worth individuals, families, institutions, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of traditional and non-traditional investment strategies.

Neil Lubar is a financial advisor with Morgan Stanley in Boulder, CO, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he manages several investment-related limited liability companies focused on commercial real estate. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment research to support its financial planning process.

John Mitchell is a financial advisor with Merrill based in Denver, CO, holding a Series 66 designation and four years of industry experience. He has worked with Merrill and Merrill Lynch since 2018, with a brief period of unemployment in 2020–2021. Prior to his career in finance, he spent eight years working in education at the high school and middle school levels. 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 and profit-sharing plans, corporations, and charitable organizations.

Kim Winn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015, working out of Westminster, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Andy Weinberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant and Investment Consultant. Prior to that, he worked at Charles Schwab from 2007 to 2013, serving as Registered Representative, Investment Consultant, and Financial Consultant. He holds a California Insurance License, supporting his professional activities in financial consulting and planning. Andy emphasizes the importance of individualized financial planning, viewing it as an ongoing journey tailored to each client's unique circumstances. Outside of his professional work, Andy enjoys golf, puzzles, skiing, soccer, theater, and traveling.

Jonathan Bobo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to his financial career, he held brief positions in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing a range of investment products including multi-manager and fund-of-funds structures.

Michael Willeford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1995 and focuses on providing wealth management services to high net-worth families, including corporate executives, entrepreneurs, and business owners. Michael specializes in addressing complex challenges faced by high net-worth investors, particularly in areas such as corporate executive services, executive compensation, and equity compensation services. Michael leads The Willeford Group, which offers a family office-like approach backed by over 60 years of combined experience and support from specialists across Merrill and Bank of America. The group's goal is to help clients build structured financial strategies that address compensation, taxes, and long-term planning through various career stages and market cycles. He holds a Bachelor of Science degree in Business Administration from the University of Colorado. Michael is active in community service and has volunteered as a board member of the ALS Association-Rocky Mountain Chapter since 2018. Outside of work, he enjoys fishing, golfing, reading, traveling, and yoga.

David Graehler is a financial advisor with Wells Fargo Clearing in Wheat Ridge, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Merrill, JPMorgan Chase, and GutCheck, a Toluna Company. Outside of his advisory work, he serves as Treasurer for Developing Nepal, a nonprofit organization. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Mattice is a CFP® and ChFC® with 16 years of industry experience. He is currently with Raymond James & Associates and previously worked at firms including TIAA-CREF, Armadaglobal, MML Investors Services, Lenox Advisors, and Mass Mutual Life. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various specialized programs and an extensive affiliate network.

Pietro Mariani is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2024 and as a Workplace Planning Consultant at the same company from 2021 to 2023. In his current position, Pietro focuses on understanding clients' unique financial situations and supporting them in meeting their financial goals through personalized planning and strategies. Throughout his tenure at Fidelity Investments, Pietro has developed expertise in investment consulting and workplace financial planning. He emphasizes a client-centered approach, aiming to create easy-to-understand plans tailored to individual needs. Pietro is committed to helping clients feel confident and satisfied with their financial decisions.