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.

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.

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 eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he is involved as a club lacrosse coach with LXTC Lacrosse. 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 and manages approximately $2.74 trillion in client assets.

Edward Korth is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Boulder, CO. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Moneta Group Investment Advisors. 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 due diligence and an ESG eligibility framework to guide its recommendations.

Jacob Jones is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and The Connor Group. Outside of his advisory work, he is involved as a fitness coach with VASA Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Covi is a CFP® professional affiliated with LPL Financial in Denver, CO, bringing 31 years of industry experience. He has worked with firms including Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a relationship manager for Growth Management Group, LLC and Stryde Solutions, introducing businesses to specialized tax incentives and cost savings audits. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive advisor resources and technology.

Andrew Simon is a Series 66-licensed financial advisor with J.P. Morgan Securities in Denver, CO. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his experience includes roles at Arrowmark Partners, Blue Room Investing, and Diive Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Tanya Mathews is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Wells Fargo Investments for six years and spent 11 years with Meridian Wealth Management. 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, supported by extensive operational and research tools.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

Zachary Blakemore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at JPMorgan Chase Bank and Alcom Business Solutions as well as earlier work in nonprofit and educational settings. 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 due diligence and an ESG eligibility framework to inform its recommendations.

Craig Zeller is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Caroline Louis is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms prior to joining LPL Enterprise. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and provides financial planning, access to third-party asset managers, and participates in a wrap program.

Nicholas Bode is a financial advisor with UBS Financial Services in Erie, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

John Liess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with J.P. Morgan Chase Bank, NA since 2016 and with J.P. Morgan Securities LLC since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.