Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Patrick Mckim is a CFP® with 34 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2014 and also operates Prospera Wealth Management Solutions LLC. Outside of his advisory role, he is the owner of a financial services firm used for tax reporting purposes and holds a license to sell life and long-term care insurance. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.

Darren Klinefelter is a financial advisor at Equitable Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has entrepreneurial experience with Jeavolda Woodworks and Jeavolda Wines. He is also involved in community activities through leadership roles in the Denver Consistory executive committee and the Grand Lodge of Colorado. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized risk assessment and uses a combination of proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Jeffrey Troyan is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arvada, Colorado, and has seven years of industry experience. His prior roles include positions at Caldera House and Four Seasons Resort and Residences, as well as Snow King Resort. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Thomas Valdez Jr. is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside models and research from multiple sources.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and retirement solutions across a wide range of account types.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. J.P. Morgan Securities 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 when recommending strategies.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.

Randy Leslie is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2012. He also operates a DBA under Colorado Financial Partners, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Todd Gleason is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 1998. Gleason is involved with Iron Arrow Strategies, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.

Melissa Corrado Harrison is a Series 66 licensed financial advisor with UBS Financial Services in Denver, Colorado. She has 25 years of industry experience and has been with UBS since 2015. Harrison serves on the Board of Directors for Judi's House, an organization supporting families who have lost a parent or sibling, and is a member of the Board of Advisors for ACE Scholarships Colorado. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Scott Cody is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2020 and has over 18 years at Latitude Financial Group, as well as 12 years at Securities America Advisors, Inc. and Securities America, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Malcolm Aylett is a financial advisor with Edward Jones in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves on the judging committee for the Titan 100, a group recognizing senior business executives. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs and investment solutions, supported by a large network of advisors and offices nationwide.