Scott Andress is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. His prior experience includes roles at Bank of America, NA and Merrill, spanning over two decades. 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 manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

William Shepherd is a financial advisor with Fisher Investments who holds a Series 65 credential and has 19 years of industry experience. He has been with Fisher Investments since 2006. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

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.

Sean Von Manowski is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Englewood, CO. He has 18 years of industry experience, all with Edward Jones since 2008. Outside of advising, he owns and manages vacation rental properties, including a ski rental property in Beaver Creek, CO, and a vacation rental company in Lahina, HI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

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.

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.

Justin Silberman is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fidelity Investments for three years. His background also includes roles unrelated to finance, such as positions at Susan Lawrence Gourmet Foods and Great Stuff Fashion Boutique. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions, including security-based swap and futures commission merchant services.

Risha Serrano is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to her advisory role, she receives non-investment related compensation for the referral of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third-party asset managers. The firm supports its advisory services with custodial and trade execution provided by Pershing and includes options such as discretionary separately managed accounts and newer model allocations to cryptocurrency ETFs.

Wendy Kocher is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, including time at City National Bank since 2022. Outside of her advisory role, she serves as secretary and committee member of the Tarryall Fishing Club in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Haylie Patrick is a financial advisor with Charles Schwab, holding a Series 66 designation and over one year of industry experience. Her prior work includes roles at Charles Schwab Bank, International Development Enterprises, and the World Trade Center Denver. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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, supported by multi-asset model portfolios and comprehensive investment research.

De Anna Price is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and previously worked at New York Pizza Department and Arizona State University before joining Merrill in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Boyle is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Boyle is based in Denver, CO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and a range of investment strategies tailored to client needs.

Kenneth Klein is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2019 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

William Cohen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017. Prior to that, he was affiliated with Mamma Chia LLC for three years. Outside of his advisory role, Cohen owns a sneaker resale business operating on eBay. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Andy Ogide is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent several years playing professional basketball with teams in Europe and South America. Outside of his advisory role, he provides basketball skills training through CoachUp in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies and separately managed accounts. The firm operates nationwide with a large advisor and branch network and offers affiliated capabilities such as a trust company and proprietary mutual funds.