Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Margaret Ladd is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2017, following two years at UBS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

David Lubchenco is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird & Co. since 2016 and holds Series 63 and Series 65 licenses. Robert W. Baird & Co.'s DDK Group serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Claire Vanderhart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, she was involved in operating Cyl Sauna Studio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

Jason Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs for six years. J.P. Morgan Securities LLC 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 to support its recommendations.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Phillip Correa is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to maximize their relationships with Fidelity and utilize the tools and resources available to them. Prior to this, he served as a Workplace Planning Consultant at Fidelity's Investor Centers from 2021 to 2024. Phillip focuses on creating personalized financial plans that align with clients' individual goals and aspirations. His experience encompasses benefits consulting and financial planning within the context of workplace and executive services.

Max Vezzani is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Prior to joining Schwab, he worked at Lululemon and Towne Park - Halcyon Hotel. 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, using multi-asset model portfolios and alternative investments, supported by centralized supervision and custody.

Susan Mamer is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her mother’s investment-related matters. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Jack Bayliss is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lynn Annan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, she worked for Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Dawna Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has 38 years of experience in the financial services industry and specializes in serving high net worth individuals and their families. Dawna's approach to wealth management begins with understanding each client's unique goals and priorities to develop personalized financial strategies. She focuses on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Dawna holds a Bachelor of Science degree in Finance from California State University, Chico. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains various FINRA registrations including Series 3, 7, 9, 10, 63, and 66. Dawna provides her clients access to the investment resources of Merrill Lynch and the banking and lending capabilities of Bank of America. Outside of work, Dawna enjoys biking, cooking, hiking, reading, skiing, and spending time with her family. She and her husband reside in Longmont, Colorado, and have three adult children and one grandchild. Her professional philosophy emphasizes working closely with clients to develop tailored financial strategies aimed at helping them pursue their long-term goals.

Michelle Freilinger is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1986. Merrill, together 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Norris is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds the Series 66 designation and is based in Boulder, Colorado. Outside of his advisory work, Norris is involved in managing rental properties and is an owner/member of Mountain Beach Adventure LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit‑sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses a combination of internal research and third-party partnerships in its investment approach.

Michael Callahan is a financial advisor with Cetera in Westminster, CO, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has worked at firms including Charles Schwab and Fox-Smith Wealth Management. Outside of advising, he owns Emcee Services Ltd., a business focused on expense management, and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program options and custodial relationships.

Denise Youngquist is a CFP®-certified financial advisor with 17 years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and also owns Calkins-Youngquist Financial Life Planning LLC, a financial life planning and insurance business based in Denver, CO. Prior to her current roles, she worked at Summit Financial Group Inc and Summit Brokerage Services, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers comprehensive financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of investment strategies and platform options tailored to client objectives.

John Skok is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides research-driven, tailored financial strategies.