Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

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 Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Denver. He is a founding member of the Plowshay-Jenkins Group, where he works primarily with high-net-worth and ultra-high-net-worth families, healthcare professionals, business owners, and nonprofits. Tyson focuses on delivering personalized wealth strategies that align with each client's goals and circumstances. He emphasizes building multi-generational relationships, with many client families spanning two or three generations, to provide coordinated advice as family priorities evolve. Before joining Merrill Lynch in 2016, Tyson spent over a decade in the software industry, managing large projects with hundreds of employees and budgets exceeding $1 billion. He holds a Bachelor's degree from Davidson College and is a Certified Financial Planner (CFP®). Tyson is also a member of the University Club of Denver. A native of Colorado, Tyson lives with his wife Julie, an actively practicing physician, and their three children. Outside of his professional work, he volunteers with the Denver Museum of Nature and Science, the Colorado Epilepsy Foundation, and the Davidson College Alumni Association of Colorado.

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.

Alan Romero is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at UBS Financial Services, BBVA-affiliated firms, and Allstate Insurance Company. Outside of his advisory work, he provides after-hours transportation services via the Uber app. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 large network of investment adviser representatives.

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.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Andrew Krantz is a financial advisor with Ameriprise in Denver, CO, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Merrill. Krantz serves as treasurer for REDLINE, a public charity based in Denver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He worked at Bernstein Investment Research and Management for 14 years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad platform of capital markets and lending products.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Austin Whitcher is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, his career included roles at the University of Colorado Boulder and various other businesses. Outside of advising, he is employed as a Doordash driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisers and advanced operational tools.

Tara Mohr is a CFP® professional with 26 years of experience, currently serving at LPL Financial since 2003. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in non-variable insurance sales and operates a business focused on buying, fixing, and flipping investment properties. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of strategies through its large network of advisers and offers integrated financial and insurance services alongside its advisory platform.

Damon Bonelli is a financial advisor at Ameriprise with one year of industry experience. He previously worked at U.S. Bank for eight years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Jones is a financial advisor with LPL Financial in Louisville, Colorado, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and several other financial firms, as well as a brief period operating Jones Landscaping. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kris Lawrence is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a professional background in corporate finance and a family tradition in financial advisory, Kris brings a comprehensive approach to financial planning. He holds a Bachelor's degree in Finance from Central Michigan University and carries the Chartered Retirement Planning Counselor (CRPC) designation, CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA) credential. Kris focuses on a goals-based approach to help clients navigate financial matters including retirement planning, education planning, legacy planning, and philanthropic endeavors. His client relationships span multiple generations and over 30 states, reflecting his dedication to personalized service and collaboration with specialists when needed. Kris is committed to assisting clients in connecting all aspects of their financial lives to pursue objectives meaningful to them. Residing in Denver with his wife Michele and their Golden Retriever, Kris enjoys outdoor activities such as skiing and hiking. He is also involved with community organizations including the Colorado Ballet and The Salvation Army.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at New England Securities for six years before joining LPL Financial in 2011. In addition to his advisory role, he sells fixed insurance through his DBA, Colorado Financial Partners, 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.