Patrick O'Connell is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at 1703 Holdings and DICKS Sporting Goods. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing model portfolios made up of mutual funds, ETFs, and ETPs.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Abraheem Yameen is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory work, he is involved as a math tutor and performs video transcription services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and proprietary research to support both discretionary and non-discretionary management.

Christopher Dietz is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 13 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Dietz serves on the Finance and Investment Committee for All Soul Parish, a religious organization in Englewood, Colorado. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Bret Roberts is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Madison Carter is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 credential and bringing 17 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns ON THE PULSE LLC, a business focused on authoring and publishing guide books and consulting. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models, including Monte Carlo simulations, to develop financial plans.

Carolyn Bondarovich is a financial advisor with LPL Financial, holding a Series 63 license and over 42 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Outside of her advisory work, she is involved in interior design consulting for private homes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, alongside research and model portfolios from multiple sources.

Jane Bronson is a financial advisor at Merrill in Denver, CO, with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill and its predecessor firm since 1989. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Seth Mitchell is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with UBS since 2007. Outside of his advisory work, he is involved in producing instructional videos for performers through Colline Productions. 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. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Gregory Bickle is a financial advisor with Thrivent Investment Management in Denver, Colorado. He holds the Series 66 designation and has 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. He serves on the Board of Directors of the Lutheran Family Services Rocky Mountain Foundation, which manages charitable funds for the organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning and a managed-account program under a consolidated billing option while maintaining separate planning and investment services.

Trevor Booth is a Benefits & Planning Consultant specializing in Executive Services. In his role, he partners with executives to help them understand their employer benefits and utilize those benefits effectively within their financial plans. He emphasizes a planning-first approach focused on clarity and aligning financial strategies with individual goals. Trevor's professional experience includes multiple roles at Fidelity Investments, where he progressed from Customer Relationship Advocate to Investment Solutions Representative II in Fixed Income. Prior to his tenure at Fidelity, he worked as a Life Insurance and Annuities Representative at Primerica. Outside of his professional work, Trevor has interests in fitness, social events, playing musical instruments, music, pets, and skiing.

Daysi Galo Mc Innis is a financial advisor at RBC Capital Markets with 3 years of industry experience. She holds a Series 66 designation and has previously worked at Gulftech International and Zoma Holdings. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs, combining in-house and third-party investment managers to tailor strategies according to each client’s risk profile.

Manuel Flores is a financial advisor at Charles Schwab with one year of industry experience and holds a Series 66 designation. His prior experience includes roles at Experis Mangroup and various positions outside the financial services industry. Charles Schwab & Co., Inc. serves a large client base, 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 relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Melissa Elliott is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding a Series 66 designation and 23 years of industry experience. She has worked at Robert W. Baird & Co. since 2001, with a one-year tenure at RSM US LLP from 2018 to 2019 before returning to Baird in 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers tailored investment strategies combining in-house and third-party managers, utilizing a range of portfolio management and advisory services including discretionary management and tax overlays.

Sarah Gunderson is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to build financial plans aimed at helping them navigate the complexities of retirement. Her work is supported by the trusted Fidelity brand, advanced technology, and a cost-efficient investment platform, allowing for close collaboration with her team. Sarah brings experience from her previous positions including Senior Intermediary Sales Associate at T Rowe Price from 2019 to 2022, Internal Client Advisor at JP Morgan from 2018 to 2019, and Business Development Consultant at Jackson National from 2014 to 2018. This background contributes to her expertise in financial consulting and client advisory services. Outside of her professional work, Sarah's personal interests include cooking and baking, movies, museums, music, caring for pets, and volunteering.

Alexandria Eatherly is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior roles at Bank of America, AssetMark Brokerage, AssetMark Financial, and Charles Schwab & Co. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Satriano is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Alexander Cherubin is a financial advisor with Wells Fargo Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Jonathan Fairbrother is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, he served ten years in the U.S. Army. Outside of advisory services, he holds a minority stake in a family-owned snack business, Managawan LLC. J.P. Morgan Securities 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 recommendations.

Trisha Mingo is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.