Donna Hurst is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Kelty is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Denver. He has been with Merrill for nearly 20 years, including roles as a Wealth Management Banker in Philadelphia and Florida before assuming his current position in 2013. Ryan primarily works with individual families across the United States, focusing on connecting all aspects of their financial lives to help prioritize and pursue their most important goals. His areas of expertise include education planning, employee financial health, liquidity management, managing new wealth, portfolio management services, and retirement income. Ryan holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bloomsburg University. He integrates authentic engagement and a deep understanding of clients’ aspirational goals as a core part of his wealth advising process. Outside of his professional work, Ryan is a loyal husband, father, and friend. He married his wife, Karen, in 2010, and they have two children. The family enjoys the outdoor lifestyle in Colorado. Ryan’s personal interests include football, golfing, music, running, skiing, and yoga.

Adam Pettyes is a Financial Consultant at Fidelity Investments, a role he has held since 2020. He supports clients in navigating financial planning by adopting a holistic approach to understand their complete financial situation. He emphasizes trust and accountability in his work to help clients achieve confidence and peace of mind regarding their personal, professional, and financial objectives. Prior to his current position, Adam held several roles at Fidelity Investments including Program Manager for Sales Facilitation (2018-2020), Senior Regional Investment Consultant (2015-2018), and Internal Sales Representative (2014-2015). He began his financial services career as a Financial Representative at Northwestern Mutual from 2013 to 2014. Outside of his professional responsibilities, Adam's personal interests include attending concerts, hiking, outdoor adventures, skiing, and swimming.

Elisabeth Porrey is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on helping women, families, and business owners build confidence in their financial future. Elisabeth works closely with clients to develop personalized strategies that align their finances with their life goals, addressing complex financial decisions related to major life events, career growth, entrepreneurship, and evolving family priorities. Her areas of expertise include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. She is dedicated to building long-term relationships through thoughtful planning, disciplined guidance, and ongoing client engagement. Elisabeth leverages the investment capabilities of Merrill and the banking resources of Bank of America to support clients in navigating their evolving financial needs. Elisabeth holds a Bachelor's Degree from Texas Christian University and is a Personal Investment Advisor (PIA). Outside of her professional work, she enjoys cooking, golfing, interior decorating, pickleball, spending time with her family, and traveling.

Karlynn Schramm is a financial advisor at Raymond James & Associates with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including OSAIC, Gallagher Fiduciary Advisors, LLC, Triad Advisors, Kestra Financial Services, Inc., and Gallagher Benefit Services, Inc. Her background includes roles as a retirement plan consultant and area vice president. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 financial advisors. The firm serves a diverse client base with wealth advisory, investment consulting, and institutional services, emphasizing non-discretionary planning and recommendations across retail, institutional, and municipal clients.

Brian Roskamp is a financial advisor with Ameriprise in Denver, CO, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at TIAA-CREF and the University of Missouri International Trade Center. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and Social Security claiming options, supported by proprietary research and algorithmic tools.

Max Demby is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior work includes six years at Albert Frei and Sons, Inc. and two years at Ernst and Young, LLP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Matthew Watson is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles at Salesforce, Mobile Epiphany, and Keyence Corporation of America. Outside of his advisory work, he has no active business responsibilities related to a rental property owned by his fiancé. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Abigail Moonan is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Wells Fargo, she has held roles at Alterra Mountain Company and other organizations. She volunteers with the Steamboat Ski Patrol, focusing on mountain and skier safety. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education, with an advisory process grounded in modern portfolio theory and tailored to plan objectives.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Valter Martinez is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at E*Trade Securities, Capital 360, and involvement in the restaurant and brewing industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and risk modeling techniques.

Charles Wham is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Talkot Capital LLC and Rocky Mountain Industrials Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Michael Reed is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and BancWest Investment Services. He is based in Fort Collins, Colorado. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.

Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Caroline Baumgart is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at Merrill from 2022 to 2025. Baumgart serves as a board member and Public Relations Co-Chair for the Women's Estate Planning Council in Denver. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Lisa Snyder is a financial advisor with Wells Fargo Clearing in Denver, CO. She holds the CFA® designation and Series 66 license and has been associated with Wells Fargo in various capacities since 2018. Prior to her current role, she was self-employed at Interior Optimum and worked at Denver Investments. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party sources, applying diversification and modern portfolio theory, while offering both brokerage and advisory solutions.

Emma Schmeling is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and the League of Women Voters of Wisconsin. Outside of finance, she operated Beyond Vintage Furnishings for five years. Emma is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.