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.

Holly Baroway is a CFP® professional with 25 years of experience, currently serving at Stifel Nicolaus & Co. Inc. since 2009. She participates in governance roles outside of her advisory work, including serving on the executive committee of the Colorado Ballet and chairing the endowment committee at St Anne's Episcopal School, where she collaborates on endowment investment decisions and spending policy. She also holds multiple leadership positions with Chinese Children Adoption International, involving oversight of finances and the investment manager. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

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 Series 66-licensed financial advisor with Merrill, where she has worked since 2017. She has eight years of industry experience and previously spent time at New York Pizza Department and Arizona State University. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of financial products and services.

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.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

James Lee is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. Outside of his advisory role, James owns and operates Cedar Valley Tax Services, where he prepares individual and small business tax returns. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party providers.

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.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Costello is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and over 53 years in the industry. His work history includes roles at Cambridge Investment Research Advisors since 2022, Arcadia Settlements Group since 2017 where he serves as CEO Emeritus, and prior positions at Investment Research Corp, World Capital Brokerage, and EPS Settlements Group. Outside of advisory work, he is involved with Arcadia Settlements and serves as a sub agent for Sage Settlements and an independent contractor for CASE Coalition. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management and model-based strategies.

Sarah Chadwick is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with two years of industry experience. She previously worked at Fidelity Investments and has experience in various roles outside finance, including positions at Fetch! Pet Care and Mercantile Dining & Provision. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Daniel Palm is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, corporations, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches, with options for discretionary and non-discretionary management.

Rachelle Beer is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. She has been with UBS since 2012 in Denver, CO. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Clint Rosebush is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at E*Trade Securities and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.

Stephen Carter is a financial advisor with Stifel in Denver, CO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to entering the financial industry, she worked at Best Buy for seven years. 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.