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.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

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 at Merrill Lynch Wealth Management with over 20 years of experience in wealth management. She works with clients across the United States to execute tax-efficient strategies that align with their individual goals and needs. Tara specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Her expertise includes guiding clients through major life and wealth stages, simplifying complex financial situations, and planning for events such as college, retirement, or liquidity events like the sale of a home or business. Tara offers a range of strategies covering investment risk management, credit and lending through Bank of America, alternative investments, trust and estate planning services via Bank of America Private Bank, and philanthropy. Tara holds a BA in Linguistics from the University of Maryland, College Park, and has earned the Personal Investment Advisor (PIA) designation. Outside of her professional work, she maintains an interest in cooking, gardening, surfing, and traveling, and is involved with the community group We Dont Waste.

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 at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2017, following two years at UBS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Claire Vanderhart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, she was involved in operating Cyl Sauna Studio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Jason Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs for six years. 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.

Phillip Correa is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to maximize their relationships with Fidelity and utilize the tools and resources available to them. Prior to this, he served as a Workplace Planning Consultant at Fidelity's Investor Centers from 2021 to 2024. Phillip focuses on creating personalized financial plans that align with clients' individual goals and aspirations. His experience encompasses benefits consulting and financial planning within the context of workplace and executive services.

Susan Mamer is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her mother’s investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Lynn Annan is a financial advisor at LPL Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and KeyBanc Capital Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers various investment solutions including model portfolios, third-party asset management, and institutional platforms.

Susan Hunter is a financial advisor at Fidelity with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked in various capacities at Fidelity Brokerage Services LLC since 2006. Hunter is currently associated with Fidelity Personal and Workplace Advisors and Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and overlays distinctive features such as commodity pool operation and the use of AI tools in research.

Michael Callahan is a financial advisor with Cetera in Westminster, CO, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at firms including Charles Schwab and Fox-Smith Wealth Management. Outside of advising, he owns Emcee Services Ltd., a business focused on expense management, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Denise Youngquist is a CFP®-certified financial advisor with 17 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and also owns Calkins-Youngquist Financial Life Planning LLC, a financial life planning and insurance business based in Denver, CO. Prior to her current roles, she worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client objectives.

Christian Baca is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he works with clients to coordinate, consolidate, and simplify their financial picture, enabling them to focus on what is most important in their lives. Prior to joining Fidelity Investments, Christian served as a Financial Advisor at First Command Financial Planning from 2011 to 2014. Christian holds a California Insurance License, which supports his work in providing comprehensive financial advice and planning. Outside of his professional responsibilities, he enjoys biking, golf, running, scuba diving, and traveling.

Luke Jones is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, he was employed at AT&T for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Ward Cerny is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he spent ten years at AllianceBernstein. Outside of his advisory work, he serves on the finance committee and board of Denver Kids, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.