Corey Mable is a financial advisor with Equitable Advisors in Aurora, CO, holding a Series 66 designation and 14 years of industry experience. He has been with Equitable Advisors since 2012, including its prior identity as Axa Advisors, LLC. Equitable Advisors serves a diverse client base that includes individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

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.

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, Colorado, holding Series 63 and Series 65 credentials and three 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 an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

William Kobernusz is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sharon Starkey is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2009 to 2024. She owns Starkey Financial Group LLC, a separate investment-related business based in Lakewood, CO. Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm employs Wells Fargo research and planning tools to develop tailored recommendations across a broad range of financial planning areas, with clients having the option to implement these through brokerage or advisory programs.

William Werley Jr. is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both non-discretionary and discretionary options, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep programs.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

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.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Baird in 2023, she worked at Morgan Stanley from 2021 to 2023. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and brokerage, employing a blend of manager-traded and model-traded strategies, as well as internal research and tools to support client advice.

Marianna Tabares is a financial advisor at Raymond James & Associates in Denver, CO, with five years of industry experience. She holds the Series 66 designation and previously worked at TIAA and Land Title Guarantee Company. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and government entities. The firm offers comprehensive wealth advisory planning and investment consulting services, with a notable focus on municipal and public finance through its integrated affiliate network.

Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

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 with Merrill Lynch Wealth Management, specializing in wealth management strategies that are tax efficient and tailored to clients' unique goals and needs. With 18 years of experience, she works with clients through significant life events, providing guidance for today and future generations. Her areas of focus include Family Wealth Management Strategies, Services for Endowments, Foundations, and Non-profits, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, and Women and Wealth. Tara holds a Personal Investment Advisor (PIA) designation and earned a BA in Linguistics from the University of Maryland, College Park. She emphasizes developing long-lasting relationships with clients and takes a holistic approach to wealth management, considering all aspects of their financial picture. Outside of her financial advisory role, Tara is involved in community activities and personal pursuits such as co-founding a boutique custom distillery, urban gardening, rowing, supporting community cats, and practicing martial arts.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Margaret Ladd is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 10 years of industry experience. She previously worked at UBS from 2015 to 2017 before joining Morgan Stanley Smith Barney in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.