Thomas Bawden is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Robert Statton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to that, he was with Sanford C. Bernstein & Co. LLC from 2018 to 2022 and worked at Britestreet Energy from 2017 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its affiliations and regulatory registrations.

Michael Lutz is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, following three years at UBS Financial Services. Outside of his advisory role, he co-owns a rental property used for Airbnb with family members. 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 a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party investment teams.

John Klaasen IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Klaasen is based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Anthony Politi is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop, implement, and monitor financial plans tailored to their individual and family needs. His approach emphasizes the importance of having a structured financial plan for the future. Anthony has been with Fidelity Investments since 2023, progressing through various roles including Financial Representative and Financial Operations Representative. He began his career at the firm as an Investor Center Intern. This experience has provided him with a comprehensive understanding of financial planning and client service within the investment industry. Outside of his professional work, Anthony enjoys activities such as board games, fitness, social events with friends, hiking, movies, and traveling.

Steven Ringquist is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior positions include roles at Morgan Stanley from 2009 to 2012 and Citigroup Global Markets from 2001 to 2009. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Tabrenia Davidson is a CFP®-credentialed financial advisor with 26 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and was previously with Bank of the West from 2011 to 2017. Outside of her advisory role, she holds a 50% ownership in FOURD, LLC, where she collaborates occasionally with property management companies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Joseph Conto is a financial advisor at Charles Schwab with a Series 66 designation and no prior industry experience. His background includes positions at Charles Schwab Premier Bank, Charles Schwab Bank, and Charles Schwab & Co., Inc. since 2025, as well as earlier roles in real estate and landscaping. He has spent several years in full-time education from 2015 to 2024. 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 a large client base with an integrated structure that offers both non-discretionary and discretionary investment options, along with centralized custody and support services.

Maurice Nissim is a financial advisor at UBS Financial Services with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Dana Brayshaw is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial in 2025, Dana worked at OSAIC for two years and spent eleven years at Signature Financial Partners, LLC. Dana holds the Series 66 designation and is based in Denver, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and asset management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Anne Garland is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2022 and has managed a fitness business, Fit Denver LLC, since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sunil Parekh is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary McMinn is a Planning Consultant at Fidelity Investments, where she partners with clients to develop customized financial plans, identify strategies for improvement, and maintain ongoing communication. She has held this role since 2022, following her position as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2022. Prior to joining Fidelity Investments, Mary worked as a Financial Advisor at Edward Jones from 2020 to 2021. Her professional experience spans financial planning and advisory roles, focusing on creating and enhancing financial strategies for clients. Outside of her professional work, Mary enjoys hiking, music, outdoor adventures, tennis, volunteering, and yoga.

Margaret Strenk is a financial advisor at Morgan Stanley in Houston, TX, holding a Series 66 designation with 12 years of industry experience. She worked at William Blair & Company from 2011 to 2017 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and market outlooks. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and estate planning specialists.

Soo Lee is a financial advisor with Ameriprise in Arvada, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, Soo worked at J.P. Morgan Securities and JPMorgan Chase Bank for seven years. Outside of finance, Soo participates in ride share programs as a contractor for both Lyft and Uber. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.

Shelly Stryker is a Series 66-credentialed financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Denver, Colorado since 2021. Prior to joining Edward Jones, Shelly worked at Farmers Insurance from 2018 to 2021 and was involved with the Highlands Ranch Community Association from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jessica Burris is a financial advisor with Edward Jones in Denver, CO, holding a Series 66 designation and seven years of industry experience. Before joining Edward Jones in 2019, she worked with several family offices, including Bojonowski, Nelson, and Sonnett families. She has also received residual payments from her previous role as a Beachbody coach. 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 with a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.