Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Andrew Krantz is a financial advisor with Ameriprise in Denver, CO, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Merrill. Krantz serves as treasurer for REDLINE, a public charity based in Denver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 20 years of industry experience. He worked at Bernstein Investment Research and Management for 14 years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to customize financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

Austin Whitcher is a financial advisor with LPL Financial based in Denver, CO. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Hearing Care Solutions and has employment experience in various non-financial roles. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Damon Bonelli is a financial advisor at Ameriprise with one year of industry experience. He previously worked at U.S. Bank for eight years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Jones is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including CUNA Mutual Group, CUSO Financial Services, Bancwest Investment Services, and Chase Investment Services Corp. Jones briefly operated a landscaping business from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with resources including model portfolios and research from internal and third-party providers.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kris Lawrence is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a professional background in corporate finance and a family tradition in financial advisory, Kris brings a comprehensive approach to financial planning. He holds a Bachelor's degree in Finance from Central Michigan University and carries the Chartered Retirement Planning Counselor (CRPC) designation, CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA) credential. Kris focuses on a goals-based approach to help clients navigate financial matters including retirement planning, education planning, legacy planning, and philanthropic endeavors. His client relationships span multiple generations and over 30 states, reflecting his dedication to personalized service and collaboration with specialists when needed. Kris is committed to assisting clients in connecting all aspects of their financial lives to pursue objectives meaningful to them. Residing in Denver with his wife Michele and their Golden Retriever, Kris enjoys outdoor activities such as skiing and hiking. He is also involved with community organizations including the Colorado Ballet and The Salvation Army.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2011. In addition to his advisory role, he is involved in selling fixed insurance through his own business, Colorado Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party resources.

Michael Cope is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Nicholas Phillips is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he is involved as a club lacrosse coach with LXTC Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jacob Jones is a financial advisor at LPL Financial based in Denver, CO, holding Series 63 and Series 66 registrations with one year of industry experience. Before joining LPL Financial, he held roles at Northwestern Mutual and The Connor Group. He is also involved as a fitness coach with VASA Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides various advisory and brokerage services supported by model portfolios, research, and technology solutions.

Sean Covi is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with LPL Financial and has previously worked at Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a relationship manager introducing businesses to specialized tax incentives and cost savings audits, and consults on insurance design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, financial planning, and retirement consulting supported by research from LPL Research and third-party subadvisors.