Ana Rosenberg is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015 in two separate periods totaling seven years. Rosenberg serves as a board member of Cherry Creek Has Heart, a charitable organization composed of Merrill employees. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Bauer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has engaged in rental property management. Baird’s DDK Group, where Bauer practices, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Bryan Austin is a financial advisor with Merrill in Denver, CO, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill since 2016 and previously spent seven years at Abbot Downing, a Wells Fargo business. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kalin Hoiseth is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and accumulating eight years of industry experience. His prior roles include positions at GWFS Equities Inc. and Transamerica Retirement Solutions. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-sponsored agreements.

Michael Nelson is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Jeffrey Troyan is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arvada, Colorado, and has seven years of industry experience. His prior roles include positions at Caldera House and Four Seasons Resort and Residences, as well as Snow King Resort. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jonathan Hammond is a financial advisor at Merrill in Denver, CO, holding Series 63 and Series 65 credentials with 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also spent a year at Focused Alpha LLC before joining Merrill. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Seth Thompson is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs multiple investment program strategies and benefits from its integration with Bank of America affiliates and a broad capital markets platform.

Thomas Valdez Jr. is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside models and research from multiple sources.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolio management and retirement solutions across a wide range of account types.

Savio Nguyen is a Financial Advisor with Merrill Lynch Wealth Management in Denver. He works with individuals, families, and business owners to simplify complex financial decisions and develop personalized wealth strategies that align with their long-term goals. Nguyen assists clients in navigating important transitions such as retirement, business succession planning, family wealth transfers, and legacy planning. Nguyen began his education at Colorado State University studying Cell and Molecular Neuroscience with the initial intention of pursuing a medical career. His background in science has contributed to his analytical approach in financial advising, enabling him to analyze complex information and develop practical solutions. He holds a Bachelor’s Degree from Colorado State University and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Nguyen serves on the board of the Young Professionals Chapter for Children's Hospital Colorado and is involved with organizations such as Camp Wapiyapi and St. John XXIII. His personal interests include basketball, cooking, dancing, fishing, golfing, painting, reading, spending time with family, traveling, and watching movies.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. 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 when recommending strategies.

Sean Sechler is a financial advisor with Merrill based in Denver, CO, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Bank of America and his own copywriting business. 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 and institutions.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.

Trisha Renner is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she is a property owner and passive investor in renovation and property holdings. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Randy Leslie is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with LPL Financial since 2012. He also operates a DBA under Colorado Financial Partners, LLC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Todd Gleason is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 1998. Gleason is involved with Iron Arrow Strategies, a business related to his advisory work. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.