Mihailo Ostojic is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, offering services primarily in an advisory capacity.

Peter Fine is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Ameriprise Financial. In addition to his advisory role, he consults on business strategy for Northwestern Specialists in Plastic Surgery, a medical spa and plastic surgery office. 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 in its recommendations.

Ellen Bruno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Techstars and West Battle LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.

James Vander Laan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Janus Capital Group before joining J.P. Morgan Securities in 2017. Outside of his advisory role, he is an owner and partner of T-Bar Trilogy LLC, a residential real estate entity held jointly with family members. 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 an ESG eligibility framework.

Glen Maccallum is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial since 2021 and has also been involved with Mac Family Farms LLC and Mac Associates LLC for several years, alongside a long tenure with Waddell & Reed and various insurance carriers. In addition to his advisory role, he operates Mac Associates LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning in its investment strategies.

Frederick Fischer is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, enabling access to a wide set of products and services.

Jodi Fleisher is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. 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 uses structured discovery and firm-approved tools to model financial outcomes.

Jack Seaton is a financial advisor with Charles Schwab based in Denver, CO, holding a Series 66 license and six years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TD Ameritrade, and Segall Hamill & Bryant. Seaton previously worked at Eldora Ski Resort and has affiliations with the University of Colorado Boulder during his early career. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative investment program.

David Livran is a Wealth Management Advisor leading the financial advisory practice known as The LDS Group within Merrill Lynch Wealth Management. He has been involved in various roles within wealth management since 1998 and became a financial advisor in 2007. His team focuses on delivering customized financial strategies and investment plans that consider cash flow, retirement and education goals, insurance, and legacy planning needs. David holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Colorado System. He resides in Parker, Colorado with his wife, Rachelle, and their Pug, Murphy. David has two sons; one recently graduated from San Diego State University and the other is a junior at Gonzaga University. His personal interests include spending time with his family, traveling, attending sporting events, and playing golf.

James Howe is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and nine years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, GWFS Equities, Fidelity, and KC Resources. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Braden Baer is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Securian Financial Services, North Star Financial Group, Minnesota Life Insurance Company, Arthrex/Gemini Mountain Medical, Transamerica, and self-employment. Outside of advising, he has worked as a golf caddie at Denver Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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.

Gregory Hall is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked for 12 years. He has 11 years of industry experience. Outside of his advisory role, he is involved in a family floral business, packing and transporting flowers for weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laura Wedow is a financial advisor with LPL Financial in Lakewood, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, she worked in education for over 30 years at Park County RE2 School District and Adams 12 Five Star Schools. Outside of advising, she is a co-owner of a short-term rental property. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from LPL Research and third-party subadvisors.

Jonathan Warkentin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in Mount NOLA LLC, an entity formed to manage a short-term rental property with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Dylan Erhart is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He has been with Wells Fargo in various capacities since 2011. Outside of his advisory role, Dylan co-owns MTNSTYL, LLC, assisting with financial activities and operational tasks for his spouse’s interior design and real estate business. He also serves as treasurer for the Steamboat Springs Youth Baseball Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes a discretionary 3(38) option, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Janet Jones is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley since 2009 and with MS Services Group Inc. from 2017 to the present. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Cheyenne Renteria is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and seven years of industry experience. Her prior work includes roles at Charles Schwab Bank, SSB, Colorado Retina Associates, and Innovative Prosthetics Solutions, Inc. She is based in Denver, CO. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with institutional research and alternative investment options.

Dennis Palumbo is a financial advisor with LPL Financial in Lakewood, Colorado, holding Series 63 and Series 65 licenses and over 28 years of industry experience. He has worked with LPL Financial since 2006 and was previously with Western Wealth Advisors from 2015 to 2019. In addition to his advisory role, Palumbo operates a CPA and tax preparation practice. 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 advisers. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various management approaches.

Andrew Karnes is a Planning Consultant at Fidelity Investments, where he supports two books of clients and collaborates with two Financial Consultants as part of their Wealth Management Teams. In his role, he meets with new and existing clients to understand their financial goals and needs, assists in building and analyzing comprehensive financial analyses, and reviews strategies to improve their financial well-being. Andrew has been with Fidelity Investments since 2020, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant, Investment Consultant, and currently Planning Consultant. He holds licenses as an insurance agent in Arkansas and California, and is a registered investment advisor associate. Outside of his professional responsibilities, Andrew enjoys camping, fitness, golf, hiking, music, and spending time with his pets.

Lars Henrikson is a financial advisor at LPL Financial with four years of industry experience. He holds the CFP® designation and Series 65 license. Prior to joining LPL Financial, he worked at Parcion Private Wealth LLC, Pathstone, and Cornerstone Advisors Inc. Outside of his advisory career, he was affiliated with the Seattle Tennis Club for three years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, and retirement consulting services, utilizing discretionary and non-discretionary management supported by proprietary and third-party research.