David Barberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2000 with Merrill Lynch, he has focused on developing wealth management strategies tailored to the unique situations, concerns, and goals of successful individuals and families. David provides personalized advice across a broad range of wealth management services, including corporate executive services, equity and executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Prior to his current role, David served as a Senior Analyst in Merrill's Private Wealth Management Group, advising ultra-high-net-worth clients such as company founders, private equity partners, and senior executives. He has experience providing investment guidance across all asset classes and developing complex investment plans. David holds a Bachelor of Arts degree in Economics from the University of Colorado and is a Certified Investment Management Analyst® (CIMA®) professional, as well as a Personal Investment Advisor (PIA). David participates actively in his community by coaching youth sports, including baseball and football. He also enjoys golf, hunting, and spending time with his family. His approach emphasizes collaborative client relationships based on transparency and trust, aiming to simplify clients’ financial lives while addressing evolving personal and financial circumstances.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.

Melissa Corrado Harrison is a Series 66 licensed financial advisor with UBS Financial Services in Denver, Colorado. She has 25 years of industry experience and has been with UBS since 2015. Harrison serves on the Board of Directors for Judi's House, an organization supporting families who have lost a parent or sibling, and is a member of the Board of Advisors for ACE Scholarships Colorado. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies.

Scott Cody is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2020 and has over 18 years at Latitude Financial Group, as well as 12 years at Securities America Advisors, Inc. and Securities America, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management with support from in-house and third-party research.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Keith Stechmesser is a financial advisor with Thrivent Investment Management, holding Series 63, Series 65, and Series 66 credentials and 35 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. 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 planning in areas such as retirement, tax, estate, and business continuation, with the option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Adam Strickman is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through SKC, LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, algorithm-supported recommendations primarily for clients with Ameriprise-managed accounts.

Travis Mitchen is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has worked at multiple firms including Avantax Advisory Services and operates Ozark Financial Group, where he manages client portfolios and financial plans. Mitchen also has involvement with Mitchen Wealth Management as an associate. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and supports multiple investment strategies across various program structures.

Harley Barnes is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2012. Barnes is also a member and owner of KBT Properties, 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, investment adviser, and commodity trading registrations.

Ryan Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Andrew Elam is a Series 66-licensed financial advisor with Ameriprise, based in Thornton, CO, and has one year of industry experience. Prior to joining Ameriprise, he was with Equitable Advisors, LLC for one year. Outside of finance, he has been involved with College Hunks Hauling Junk & Moving since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Joe Bain is a financial advisor at Raymond James & Associates in Denver, CO, holding a Series 66 designation with 21 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by affiliated research and model managers.

Isaac Suazo is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at BancWest Investment Services, Bank of the West, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including retirement plan consulting and 529 account management, with both discretionary and non-discretionary management options.

Matthew Stotler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in youth soccer organizations as a referee and holds a co-ownership interest in a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services across a broad spectrum of investment and planning needs.

Sibyl Samuel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery discussions and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize scenario modeling but generally do not include individual security recommendations.

Logan Snodderly is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked in roles at UPS, US Western Investment Co, and Stoll Orthodontics. In addition to his advisory work, he is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

Gregory Reedy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of his advisory role, he serves as Vice President of Finance for the Coal Creek Elementary PTA in Louisville, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates a large network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Akio Ohtake Gordon is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Piper Sandler & Co. and held roles in areas including security technology and pilot training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Seema Kinra is a financial advisor at Morgan Stanley in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Robert W. Baird & Co. Incorporated and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured processes and firm-approved tools.