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.

Marcus Stookey is a financial advisor with LPL Financial in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies and Transamerica Financial Advisors. In addition to his advisory work, he has been employed by the City of Denver-Denver International Airport for over ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and technology tools.

Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

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.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

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.

Jack Bayliss is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation with 29 years of industry experience. He worked at Merrill from 1999 to 2014 before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Michael Callahan is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Transamerica Corporation. Outside of advising, he owns Emcee Services Ltd., a business focused on expense management, and also serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to both affiliated and third-party investment strategies.

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.

John Skok is a financial advisor at UBS Financial Services with 28 years of industry experience. He has held positions at Merrill and UBS, where he has worked since 2013. He holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and research resources.

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 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as AllianceBernstein. Outside of his advisory work, he serves on the finance committee of Denver Kids, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a variety of investment offerings.

Reagan Giles is a financial advisor with J.P. Morgan Securities in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Giles worked with JPMorgan Chase Bank, N.A. He has also been involved with the Frisco Flyers Volleyball Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Kristian Carlson is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2023. In this position, he focuses on building relationships with executives and navigating complex benefits to co-create tailored financial strategies aimed at ensuring clients feel confident about their financial future. Kristian has extensive experience within the financial services industry, having held multiple roles at Fidelity Investments since 2013, including Portfolio Specialist, Central Relationship Manager, Investment Solutions Representative, and High Net Worth Representative. Prior to his tenure at Fidelity, he worked at Charles Schwab as a Margins Representative and Active Trader from 2008 to 2013. He holds insurance licenses in Arkansas and California. Outside of his professional work, Kristian has personal interests in baseball, football, music, parenthood, and surfing.

Matthew Erb is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has worked previously at Empower and various construction companies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Kimberly Tarley is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Securities America, Inc. for 10 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a range of investment tools and third-party platforms to manage portfolios across multiple asset classes.