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 CFP® with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Denver, CO. He previously worked at RBC Capital Markets, LLC for 14 years and City National Bank for 3 years. Outside of his advisory work, he serves as treasurer for REDLINE, a public charity based in Denver. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawal strategies, and Social Security options.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and 20 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 brokerage and investment advisory services, combining proprietary capital market research and model-based asset allocations to customize financial plans and portfolio management. The firm also offers institutional trading capabilities alongside wealth management services.

James Lauer is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

Austin Whitcher is a financial advisor with LPL Financial based in Denver, CO. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Hearing Care Solutions and has employment experience in various non-financial roles. Outside of his advisory work, he is employed as a delivery driver for DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research and model portfolios.

Jamie Jackson is a Series 66-licensed financial advisor with Charles Schwab in Aurora, CO, and has 10 years of industry experience. He has been with Charles Schwab since 2014, including two years at Charles Schwab Bank from 2017 to 2019. Charles Schwab & Co., Inc. serves a large client base of 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by Schwab’s research and alternative investment programs.

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.

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.

Michael Cope is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Laura Cusenbary is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she owns and provides marketing consulting through Outside Edge Marketing Group. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Matthew Mascarenas is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and five years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank, with earlier experience at Cellular Plus and as owner of Twenty Brew Taphouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Christopher Doll is a financial advisor at Raymond James Financial with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with U.S. Bancorp Investments, BBVA Compass, and Key Bank. Outside of his advisory role, Doll is also involved in mortgage brokerage, providing consulting on real estate lending strategies. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth investors, and institutional clients. The firm provides tailored, non-discretionary recommendations and has specialized programs for small businesses and public sector entities, supported by a network that includes municipal advisory and public finance capabilities.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Nicholas Phillips is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Outside of his advisory work, he has been involved in coaching club lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, using structured discovery processes and advanced modeling tools to support client outcomes.