Randy Mossa is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held positions at Charles Schwab and TD Ameritrade and is the owner of Verde Malo LLC, a non-agent real estate business. Randy holds Series 63 and Series 66 designations. 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.

Andrew Hoysick is a financial advisor at OSAIC with 13 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Cetera Investment Services LLC and Foresters Advisory Services LLC. OSAIC serves a broad range of retail and institutional clients, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers through a large network of affiliated advisors. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Christopher Lynett is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools, with services that range from retail to institutional offerings.

Donald Thuente is a CFP® professional with 13 years of experience at Cambridge Investment Research Advisors in Littleton, CO. He has worked at Cambridge since 2013 and also operates as an independent insurance agent and advisory representative through related business entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies and multiple custody platforms tailored to client objectives.

Caitlin Walsh is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at E*TRADE Securities LLC and several non-financial organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates across a broad platform including futures commission merchant activities and securities-backed lending programs.

Catherine Maddox is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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.

Alexa Tuers is a financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. She previously worked at Shelton Capital Management and Charles Schwab & Co., Inc. Alexa holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Gage Harmon is a financial advisor with OSAIC, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Iron Point Financial Advisors and Grateful Grass Solutions. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Nathan Joy is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. He previously worked at UBS Financial Services Inc for four years and has a diverse background including roles in hospitality and education. Nathan also has experience in hotel and restaurant management outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Erica Carpenter is a CFA® charterholder with 19 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. She has worked with various divisions of J.P. Morgan since 2006, including JPMorgan Chase Bank NA and J.P. Morgan Trust Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to investment recommendations.

Monica Schmitt is a financial advisor with LPL Financial in Golden, CO, holding a Series 66 designation and 18 years of industry experience. She worked at Edward Jones for four years before joining LPL Financial in 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing various strategies and technology support.

Daniel Ethington is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo, Camp Bow Wow Boulder, Academy Bank, Temple Grandin School, and Papa John's. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management services.

Marcus Kaufman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he held positions at D.A. Davidson and MVB Bank. Outside of finance, he worked in the sports retail and recreation sectors, including roles at Play it Again Sports and Lumberyard Hockey & Sports Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

David Shams is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Downtown Denver office where he also serves as Resident Director. He specializes in holistic life wealth management planning, particularly focusing on family wealth management strategies, services for endowments, foundations, non-profits, charitable planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Lending services are provided through Bank of America, N.A. David holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). David is a U.S. Army combat veteran and the oldest of five children. He earned a Bachelor of Science degree in Political Science from the United States Military Academy at West Point, a Master of Science in Geological Engineering from the Missouri University of Science and Technology, and an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. In addition to his professional responsibilities, David is involved with military and veterans organizations and causes. His personal interests include camping, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Lauren Maggio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Outside of finance, she is the owner of Lauren Maggio Design LLC, an interior design business based in Boulder, Colorado. 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 applying an ESG eligibility framework in its investment recommendations.

Matthew Monks is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages his practice through an LLC. Ameriprise offers retirement-income planning services for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Alex Long is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has prior work history that includes roles at Wells Fargo Clearing and Dynamic Group Circuit Design. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, with services that include cash-flow, retirement, and specialized planning such as business-owner transition and special-needs analysis.

Anastasia Ondek is a financial advisor at Morgan Stanley in Denver, CO, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a 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 financial planning process using firm-approved tools and models.

Chase Rodawig is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Cresset Asset Management, Custos Family Office, and JPMorgan Chase & Co. Outside of finance, he is a co-owner of Mow Time Partners, a residential lawn mowing company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and market-making services.

Chance Dahle is a financial advisor at Ameriprise with six years of industry experience. He has worked previously at The Central Trust Bank, LPL Financial, and Northwestern Mutual, and was involved with University of Missouri Athletics prior to his advisory career. Dahle holds Series 63 and Series 66 licenses. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.