Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has worked at Wells Fargo and J.P. Morgan Chase and Securities, with roles spanning from 2014 to the present. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, performance reporting, participant education, and plan benchmarking.

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 Series 66-licensed financial advisor with LPL Financial, based in Golden, Colorado, and has 18 years of industry experience. He has been with LPL Financial since 2011. His other business activities include operating two DBAs, Integrated Financial Group and Donaco Financial Services, both located in Golden. 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 discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced portfolio management technologies.

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.

Kasha Mc Collough is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and seven years of industry experience. Prior to joining Wells Fargo Clearing in 2024, she worked at Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individuals, 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 data.

Jacob Schuster is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at Merrill and UBS Financial Services, among other organizations. He has also held teaching positions at the University of Denver and Pike's Peak Community College. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, and charitable organizations.

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.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc., BBVA Wealth Solutions Inc., and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Wesley Miller is a financial advisor at Morgan Stanley in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for seven years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm employs a structured planning process supported by firm-approved tools and offers access to diverse investment products and strategies.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eric Schulze is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and with 29 years of experience in the industry. He has been affiliated with RBC Capital Markets since 2011 and City National Bank since 2018. Outside of his advisory work, he is an owner of a real estate LLC and serves as a committee member for the National Kidney Foundation's golf committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs that utilize both in-house and third-party investment managers.

Tyson Plowshay is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management in Denver and a founding member of the Plowshay-Jenkins Group. He specializes in providing wealth management services to high-net-worth and ultra-high-net-worth families, as well as select business owners, healthcare professionals, and nonprofits. Tyson's team approach is focused on understanding client priorities and delivering personalized wealth strategies that align with their financial goals, risk tolerance, and liquidity needs. He places particular emphasis on building multi-generational relationships, with many client families spanning two or three generations, to ensure continuity and thoughtful advice over time. Before joining Merrill Lynch in 2016, Tyson spent over a decade in the software industry, leading large-scale initiatives, managing teams of hundreds of employees, and overseeing budgets exceeding $1 billion. He holds a Bachelor's degree from Davidson College and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, along with the Personal Investment Advisor (PIA) credential. Tyson is a member of the University Club of Denver and participates in professional and community organizations. A native of Colorado, Tyson lives with his wife, Julie, who is an actively practicing physician, and their three children. He enjoys spending time with his family, often at their family's cabin on Grand Lake. Tyson is engaged in his community through volunteer work with the Denver Museum of Nature and Science, the Colorado Epilepsy Foundation, and the Davidson College Alumni Association of Colorado.

Maricela Luevanos is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, with prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Outside of her advisory role, she co-owns a women's clothing boutique in Gypsum, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm serves institutional clients with a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Donna Boender is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Morton is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 certifications and seven years of industry experience. He previously worked at The Vanguard Group from 2018 to the present and has engaged in various roles including a sole proprietorship providing odd jobs through the TaskRabbit platform on weekends. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based strategies to tailor client plans.

Jeffrey Huff is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, he serves as a director for Hidden Point Metropolitan District in Greenwood Village, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with clients able to choose how to implement recommendations through brokerage or advisory programs.

Matthew Toczylowski is a financial advisor with Thrivent Investment Management in Aurora, Colorado, holding Series 63 and Series 66 designations and six years of industry experience. His prior roles include positions at Baceline Group and Grosvenor Capital Management, LP. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and separates planning services from managed accounts, with an emphasis on comprehensive written recommendations across a broad range of financial topics.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.