Cameron Hinshaw is a financial advisor with TIAA-CREF in Glendale, Colorado, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2018 before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of services including planning, customized portfolio management, and donor-advised fund advisory within a vertically integrated structure.

Ava Bollinger is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. She has held roles at Charles Schwab Bank, SSB and Charles Schwab since 2020. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside brokerage, custody, and financial planning services.

Parker Stanford is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Morgan Stanley, he worked at Charles Schwab & Co., Inc. and has experience in elder care services through his role at Stanford Senior Services, LLC. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jens Fonnesbeck is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Denver, CO. His prior experience includes roles at First National Bank of Omaha, U.S. Bancorp Investments, and Fidelity Brokerage Services. Outside of advisory work, he manages family-held rental properties in the Denver metropolitan area. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individuals, high-net-worth clients, and institutional clients, using tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm offers advisory programs and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Blaine Hancock is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Denver, Cintas, and the YMCA of Greater Des Moines. 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 an ESG eligibility framework in its approach.

David Young is a CFP®-certified financial advisor with 39 years of industry experience, currently practicing at UBS Financial Services in Denver, Colorado. He has been with UBS since 2013. Outside of his advisory work, he is involved with the Jefferson County Boys & Girls Club and has a privately held computer encryption services business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and delivering customized financial plans based on proprietary research and model-based asset allocations.

Sean Alexander is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience in mortgage lending and residential mortgage companies, as well as a role at The Fitter and time at the University of Colorado, Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Grant Hunstiger is a financial advisor with Charles Schwab in Webster, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Carillon Fund Distributors, and Jackson National Life Distributors. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and cash-sweep services.

Eric Kincade is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors, U.S. Bancorp Investments, and Truist Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Aron Castrejon is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at Charles Schwab and the University of Colorado, Denver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data.

Thomas Bawden is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Robert Statton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to that, he was with Sanford C. Bernstein & Co. LLC from 2018 to 2022 and worked at Britestreet Energy from 2017 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its affiliations and regulatory registrations.

Michael Lutz is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, following three years at UBS Financial Services. Outside of his advisory role, he co-owns a rental property used for Airbnb with family members. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party investment teams.

Anthony Politi is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop, implement, and monitor financial plans tailored to their individual and family needs. His approach emphasizes the importance of having a structured financial plan for the future. Anthony has been with Fidelity Investments since 2023, progressing through various roles including Financial Representative and Financial Operations Representative. He began his career at the firm as an Investor Center Intern. This experience has provided him with a comprehensive understanding of financial planning and client service within the investment industry. Outside of his professional work, Anthony enjoys activities such as board games, fitness, social events with friends, hiking, movies, and traveling.

Tabrenia Davidson is a CFP®-credentialed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Bank of the West from 2011 to 2017. Outside of her advisory role, she holds a 50% ownership in FOURD, LLC, where she collaborates occasionally with property management companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Maurice Nissim is a financial advisor at UBS Financial Services in Denver, Colorado, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to 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 solutions.

Steven Ross is a Series 66-licensed financial advisor with seven years of industry experience, currently with Merrill in Denver, CO. His prior experience includes roles at LPL Financial and Robinhood Markets, Inc. Outside of his advisory work, Ross serves as a commissioner on the City of Lone Tree Planning Commission and as a volunteer trustee for the Douglas County Library District Board of Trustees. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Bertsch is a financial advisor with Wells Fargo Advisors in Erie, Colorado, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2008. 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 planning menu, including retirement, education, and business-owner transition planning, leveraging Wells Fargo research and tools to develop tailored recommendations.

Dana Brayshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Dana worked at OSAIC and Signature Financial Partners, LLC, where they accumulated over a decade of experience. 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 discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.