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.

Tyler Hirsch is a financial advisor at Morgan Stanley in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. His background also includes roles at Boca Woods Country Club and Florida Atlantic University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and market analysis to develop tailored strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

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.

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.

Jeffrey Erwin is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2009. 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 of representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and various investment strategies.

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.

Mark Stutzman is a financial advisor at Morgan Stanley in Denver, Colorado, with 25 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities from 2001 to 2023. Outside of finance, he is a voiceover actor involved in art and culture activities in Nathrop, Colorado, and has plans to form an LLC related to real estate. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, focusing on tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Michael Moore is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial and Trilogy Capital, Inc. Outside of his advisory role, Moore serves as President of the Young Professional Advisory Board for the Cherry Creek Chamber of Commerce and holds board positions with the Colorado Judicial Institute and Juggernaut Cargo Bikes. He also volunteers with Wish for Wheels, a nonprofit that builds bicycles for at-risk youth in the Denver area. Moore is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and manager options tailored to client goals and risk tolerances.

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 12 years of industry experience. He previously worked at Cresset Asset Management, Custos Family Office, and JPMorgan Chase & Co. Outside of his advisory role, he is co-owner of Mow Time Partners, LLC, a residential lawn mowing company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Matthew La Marche is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he is the proprietor of COTRANS ENERGY LLC, a business involved in oil pipeline logistics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

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.

Trinity Clancy is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she is involved with Infinity Insurance Strategies, Inc., an insurance agency. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research from LPL and third-party sources.