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.

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.

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.

Glen Maccallum is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2021 and has a background that includes roles with Waddell & Reed, Inc. and various insurance carriers dating back to 2000. Outside of his advisory work, Maccallum is involved in business activities with Mac Associates, LLC and Mac Family Farms LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

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 at LPL Financial with nine years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including BancWest Investment Services, Bank of the West, GWFS Equities, Fidelity, KC Resources, and Crystal River Oil & Gas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Braden Baer is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Securian Financial Services, North Star Financial Group, and Minnesota Life Insurance Company. Outside of his advisory work, he is employed as a golf caddie at the Denver Country Club. 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 range of services including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using model portfolios, customized strategies, and technology-supported research.

Gregory Hall is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked for 12 years. He has 11 years of industry experience. Outside of his advisory role, he is involved in a family floral business, packing and transporting flowers for weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Laura Wedow is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2021 and has prior experience in education, including 30 years at the Park County RE2 School District and one year at Adams 12 Five Star Schools. Outside of advising, she is a co-owner of a short-term rental property in Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms while supporting advisors with research tools and a range of investment strategies.

Jonathan Warkentin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in Mount NOLA LLC, an entity formed to manage a short-term rental property with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Janet Jones is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley since 2009 and with MS Services Group Inc. from 2017 to the present. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Melissa Lester is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments, Robinhood, and Empower. Her current tenure at Fidelity began in 2026, with a prior 24-year period at the firm from 1996 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Cheyenne Renteria is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and seven years of industry experience. Her prior work includes roles at Charles Schwab Bank, SSB, Colorado Retina Associates, and Innovative Prosthetics Solutions, Inc. She is based in Denver, CO. Charles Schwab & Co., Inc. serves a large client base, 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 investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with institutional research and alternative investment options.

Andrew Karnes is a Planning Consultant at Fidelity Investments, where he supports two books of clients and collaborates with two Financial Consultants as part of their Wealth Management Teams. In his role, he meets with new and existing clients to understand their financial goals and needs, assists in building and analyzing comprehensive financial analyses, and reviews strategies to improve their financial well-being. Andrew has been with Fidelity Investments since 2020, progressing through various roles including Workplace Planning Associate, Workplace Planning Consultant, Investment Consultant, and currently Planning Consultant. He holds licenses as an insurance agent in Arkansas and California, and is a registered investment advisor associate. Outside of his professional responsibilities, Andrew enjoys camping, fitness, golf, hiking, music, and spending time with his pets.