Tena Kautz is a financial advisor at Ameriprise Financial Services with 28 years of industry experience. She holds Series 63 and Series 65 designations and has been with Ameriprise since 2016, working in their Denver, CO office. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lydia Harvey is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and three years of industry experience. She has worked at RBC Capital Markets since 2022 and previously spent six years with Raymond James and Raymond James & Associates. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, emphasizing customized portfolio management and financial planning services.

Matthew Pezel is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Charles Schwab since 1998 and also associated with Charles Schwab Bank since 2005. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research and alternative investment options.

Scott Thisted is a Private Wealth Advisor and Managing Director with Merrill Private Wealth Management in Denver. He specializes in serving ultra-high-net-worth individuals and families, providing comprehensive financial guidance tailored to their unique needs. Scott’s expertise includes corporate executive services, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. A Colorado native, Scott earned his bachelor's degree from Colorado State University. He holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He is also a member of the Exit Planning Institute and the Investments & Wealth Institute™. Scott actively supports his community through his involvement with CASA Advocates for Children, the Colorado State University Foundation, and the Snake River Water District. He enjoys spending time outdoors with his family, engaging in activities such as skiing, mountain biking, hiking, scuba diving, golf, volleyball, chess, yoga, baseball, and traveling.

Nicholas Sweeney is a financial advisor at Merrill with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1987 and Bank of America since 2009. Outside of his advisory role, he is a co-owner of a family cabin in Grand Lake, Colorado. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Gregory Giuffra is a CFP® with 15 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Denver, CO. His prior roles include positions at US Bank and Highwater Wealth Management. He holds Series 63 and Series 66 licenses. 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 an ESG eligibility framework in its recommendations.

Kimberly Morse is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. Her career includes roles at Wells Fargo Clearing Services and Stifel Nicolaus & Co. Inc. She is based in Denver, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services through a broad menu that includes cash-flow, retirement, education, and niche planning areas. Advisors use Wells Fargo research and planning tools to develop tailored recommendations, with clients choosing how to implement them through brokerage or advisory programs.

Richard Rodak is a financial advisor at LPL Financial with over 43 years of industry experience. He holds the Series 63 designation and has previously worked at Sigma Financial Corporation and Stifel Nicolaus & Co Inc. Outside of his advisory role, he is the owner of Rodak Rentals LLC, a real estate rental business. 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 financial planning and investment management services through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Barbara Grant is a CFP® professional with 40 years of industry experience. She has worked at Wells Fargo Clearing since 2019 and previously spent 30 years with UBS Financial Services. She serves as a trustee for her sister's trust. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Reilly Cahal is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2022. Prior to that, he was employed at Steinkeller's and has experience outside finance including roles at Miami University and Masseys Pizza. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Melissa Mc Voy is a financial advisor with Cambridge Investment Research Advisors in Denver, CO, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions with Five Peaks Capital Group, Eagle Strategies, NYLIFE Securities, and New York Life Insurance Co. She has also worked in education with the Douglas County School District. Outside of her advisory work, she is involved as a W2 employee and independent insurance agent at Lotus Financial Partners and Canyonero Services, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through an extensive network of independent professionals and provides a range of investment implementation options tailored to client objectives.

Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Jeffrey Donahue is a financial advisor with LPL Financial in Golden, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2008 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Brian Sanchez is a financial advisor at Edward Jones in Brighton, Colorado, holding Series 63 and Series 66 licenses with 26 years of industry experience. He previously worked for Charles Schwab for 20 years and Ameriprise for 2 years before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jacob Schuster is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and five years of industry experience. His work history includes positions at Merrill, UBS Financial Services Inc., and Bank of America. Schuster’s background also includes teaching roles at the University of Denver and Pike's Peak Community College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Cribbs is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Cuso Financial Services, Elevations Federal Credit Union, and Edward Jones. Outside of his advisory role, Cribbs is a business owner of Robby Cribbs Fly Fishing Limited in New Zealand and serves as a volunteer coach and board member for Tasman Country Baseball, a non-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology tools.

Will Marston is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding a Series 66 designation and two years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Crown Castle Inc., as well as academic experience at the University of Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of asset-based fee investment strategies.

Julia Stelloh is a financial advisor with Robert Baird & Co. in Denver, CO, holding the PFS™ and Series 63 designations and possessing four years of industry experience. Prior to joining Baird in 2021, she operated Julia Stelloh CPA, PC, a CPA practice, and held roles at Stelloh Consulting Group PC and Clark & Stelloh CPAs, PC. Outside of her advisory role, she continues to maintain her CPA practice on a limited basis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.