Stephen Demyanovich is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation. He joined Edward Jones in 2025 after 23 years at MediaNews Group and five years at Gannett Media. Outside of his advisory role, he is a minority owner of a property management business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. 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 offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

William Kobernusz is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sharon Starkey is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Wells Fargo Advisors, where she has worked since 2009 across affiliated entities. Prior to this, she was with A. G. Edwards & Sons, Inc. She also owns Starkey Financial Group LLC, a financial consulting business based in Lakewood, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs, using proprietary research and tools to develop tailored recommendations.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

William Werley Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of advising, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research-based investment strategies and supports a broad range of financial products through bank and insurance affiliates.

Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill and has previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a variety of portfolio implementation options and tax-aware strategies.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

David Beebe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Wilhelm worked at Morgan Stanley from 2021 to 2023. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, offering services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory solutions supported by internal research, manager selection, and distinctive municipal advisory services.

Marianna Tabares is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2025, she worked at TIAA and TIAA-CREF for four years. Her work history also includes positions outside finance, such as at Whole Foods and Land Title Guarantee Company. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

Shawn Fowler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Fowler is a partner in family investment firms TNF Investments LLP and Fowler Investments LLC and is involved as sole proprietor in recreational investment ventures. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm‑approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lee Derose is a financial advisor at RBC Capital Markets with 16 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2010 and is also affiliated with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Tara Gignac is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in wealth management. She works with clients across the United States to execute tax-efficient strategies that align with their individual goals and needs. Tara specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Her expertise includes guiding clients through major life and wealth stages, simplifying complex financial situations, and planning for events such as college, retirement, or liquidity events like the sale of a home or business. Tara offers a range of strategies covering investment risk management, credit and lending through Bank of America, alternative investments, trust and estate planning services via Bank of America Private Bank, and philanthropy. Tara holds a BA in Linguistics from the University of Maryland, College Park, and has earned the Personal Investment Advisor (PIA) designation. Outside of her professional work, she maintains an interest in cooking, gardening, surfing, and traveling, and is involved with the community group We Dont Waste.