Edward Lee is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He also has involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.

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.

Matthew Kollmorgen is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of advisory roles, he owns BK's Honey Co LLC, an online retail business where he handles bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Travis Weaver is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank, Bank of America, Merrill Lynch, and had roles at Broadmoor, Eddie Bauer, and Dick's Sporting Goods. 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 advisory programs and financial planning services, employing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Ken Taga is a Series 66-licensed financial advisor with Edward Jones in Westminster, CO, where he has worked since 2020. He has five years of industry experience and previously worked for seven years with Denver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, with a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

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.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

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.

Brett Specker is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Kerberrose Wealth Management. Outside of his advisory role, he manages several real estate property management businesses in the Denver area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a range of investment products and strategies.

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 at Merrill based in Denver, CO, holding a Series 66 designation with 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Arnold is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 13 years before joining Robert W. Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and alternative allocations, utilizing both in-house and third-party managers.