Zachary Runberg is a financial advisor with Morgan Stanley in Denver, CO, holding Series 66 and Series 63 designations and seven years of industry experience. His prior roles include positions at Black Creek Capital Markets, Versus Capital Advisors, and Foreside Funds Distributors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Carter Dammen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, as well as having a long tenure with Citigroup Global Markets beginning in 1993. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and committee-driven return estimates.

Matt Frederick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Claire McKee is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, gaining experience in various roles including Relationship Manager, Managed Accounts Support Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Throughout her career, Claire has focused on educating and assisting clients in finding strategies to pursue their personal and unique goals. Her experience at Fidelity Investments spans several areas of client support and investment solutions, contributing to her comprehensive understanding of financial planning and client relationship management. Outside of her professional life, Claire's interests include cooking and baking, spending time at the lake, reading, and traveling.

Natalie Robbins is a financial advisor at Edward Jones with 19 years of industry experience. She has held her current position at Edward Jones since 2006 and holds Series 63 and Series 66 licenses. Robbins has co-ownership interests in rental property businesses but does not actively manage these operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.

Matthew Donahue is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

John Hiles is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee's Secular Return Estimates and Monte Carlo simulations.

Amin Dabit is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2023. His prior roles include positions at AD Capital, Alto Solutions, and Personal Capital Advisors. Outside of his advisory work, he is the owner of AD Capital, a holding company for industrial real estate. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Noel Wickwar is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analytics.

Patrick Seal is a CFP® credentialed financial advisor with over 32 years of industry experience. He is currently with LPL Financial and has been affiliated with Elevations Federal Credit Union since 2004. His career also includes experience at CUSO Financial Services, LP, and operating under his own name since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Daniel Rothery is a Series 65-licensed financial advisor with Edelman Financial Engines, bringing experience from several prior roles including positions at Deutsche Bank Trust Company and Pathstone. He joined Edelman Financial Engines in 2026 and is based in Erie, Colorado. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Thomas Blythe II is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. His professional background includes nine years at Janus Management Holdings Corp and Janus Distributors LLC, followed by his current role at Merrill and Bank of America since 2021. 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 for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kimberly Grandinetti is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she has operated KAG Consulting LLC and held a leadership position at the Westwood Ridge Home Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Aidan Cabraja is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at Amazon and spent time in academic roles at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Brett Weaver is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. He previously worked at Ameriprise and Visionworks. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services with an investment process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, distinguishing it from many large institutional advisors.

Philip Doerner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient investment solutions, supported by a large network of financial advisors and branch offices nationwide.