Jackson Vance is a financial advisor with Ameriprise in Johnstown, CO, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Pruco Securities LLC and Colorado State University, as well as involvement with Big Red Golf. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing written recommendations that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Sandra O'Reilly is a financial advisor at Primerica Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2007. Outside of her advisory role, she is involved in the sale of non-investment products including home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, providing portfolio management with oversight and due diligence.

John Mulstay is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Mulstay serves as a board member of the Harry L. & Eva J. Puksta Foundation and is involved with Magnolia Restaurant. 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 and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Sean Muller is a financial advisor with J.P. Morgan Securities in Los Angeles, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023, he worked briefly at Goldman Sachs and was involved with Wake Forest University in various roles including student athlete services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Samuel Meidl is a financial advisor at RBC Capital Markets with eight years of industry experience. He holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers and providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Dwight Steward is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Arvada, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs, tax-efficient services, and affiliated investment products, supported by a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Daniel Smart is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He previously spent 18 years at Citigroup/Citibank and has been with J.P. Morgan Securities since 2026. He holds a Series 66 designation and is based in Denver, CO. 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 in its investment recommendations.

Cooper Rothe is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this position, he focuses on working with clients to identify opportunities that support their financial objectives and aligns their investment strategies accordingly. Prior to his current role, he held various positions at Fidelity Investments including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate from 2021 to 2024. These roles have contributed to his experience in client relationship management and investment consultation. No information regarding education, credentials, personal interests, or community involvement was provided.

Timothy Solon is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and one year of industry experience. His prior work includes positions at the National Center for Construction Education and Research and Pearson Education. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices, offering a variety of advisory programs and investment solutions under a fiduciary standard.

Kent Welley is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients.

Dylan Cleary is a financial advisor with Morgan Stanley in Denver, Colorado, holding the CFP® designation along with Series 65 and Series 63 licenses. He has seven years of industry experience, including roles at Maia Wealth, LLC before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is a capital contributor to Hang 10x LLC, an investment group formed to invest in the private company Goodsurf. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Its planning process uses firm-approved tools and modeling techniques, while clients remain responsible for implementing and updating their plans.

Robert Brezen is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary models, serving clients through both direct and corporate financial planning agreements.

Amelia Guidi is a financial advisor at Morgan Stanley with 13 years of industry experience. She has worked at Morgan Stanley since 2019 and was previously with UBS Financial Services from 2013 to 2019. Outside of her advisory role, Guidi is involved with RAKD Fitness LLC and serves on the Finance Committee for the St. Vrain Valley School District in Longmont, Colorado. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Marcel Wehr is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also operates a CPA practice and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary model strategies, with tailored approaches to meet client objectives.

Julian Ka is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. His prior work history includes roles at Bank of America, Best Buy, University of Colorado Boulder, Chick-fil-A, and Sand Creek High School. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brandon Dill is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has been with RBC since 2005, formerly known as RBC Dain Rauscher. Outside of his advisory role, Brandon is involved in community and artistic activities, including composing music for theatrical productions and serving as Choir Director at Immaculate Heart of Mary Roman Catholic Church. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through multiple managers and emphasizes integrated portfolio management solutions.

John Givens is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial and estate planning, supported by firm-approved tools and investment committee analyses. The firm manages approximately $2.74 trillion in client assets and offers services that include brokerage, private funds, and structured-product activities.

Zachary Ziccardi is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Bank SSB since 2011. Outside of his advisory role, he is involved in residential real estate as a homeowner who has rented a property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alexander Macfarlane Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he is involved in public speaking through Zen of Abundance and operates a Long COVID Relief Program providing consultations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.