Abigail Colburn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, she held roles at JPMORGAN Chase Bank, Phillips 66, and Walgreens. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sarah Kopp is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Wells Fargo Advisors, among others. 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 and personalized financial planning that utilize structured discovery processes and advanced planning tools.

Andrew Lowery is a financial advisor at Wells Fargo Advisors in Denver, CO, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked in various positions primarily outside the financial sector, including at The North Face and Pearl Izumi. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop personalized recommendations delivered through meetings and written summaries.

Adis Rogonich is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for four years. Outside of his advisory role, he owns and rents out a townhome in Denver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and alternative investments.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Davis is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at Sprouts Farmers Market, Uber Technologies, Transamerica Financial Advisors, and World Financial Group. Outside of financial advisory work, he has experience in retail management, including a long tenure at King Soopers. 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 advisory programs and financial planning services, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Northwestern Mutual, and The Stone Creek Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brian Vankeuren is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 license and bringing 15 years of industry experience. He previously operated Brian Vankeuren LLC and has been involved with Toastmasters International and the Golden Chamber of Commerce Young Professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Gregory Thomas is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2005. Outside of his advisory role, he is the CEO of GT Financial Group, Inc., where he occasionally engages in sales of life insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and event-driven services such as divorce and estate-settlement planning.

Anna Jenkins serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over twenty years, she has developed a practice that encompasses concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services provided through Bank of America, N.A. Anna's educational background includes a bachelor's degree from Colorado State University, where she participated in the Music, Theater, and Dance Department. She holds professional designations as a Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Her expertise focuses on corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. Originally from Rapid City, South Dakota, Anna is engaged in her community through volunteering at her daughters' school and mentoring women in the financial industry. In her personal time, she enjoys camping, hiking, music, reading, skiing, and traveling.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Stephen Herbert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Crossman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Connor Bieda is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he was involved with BtownMenus-Powered By Lodel and attended Indiana University. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment approaches, leveraging multi-asset model portfolios, centralized operations, and a formal alternative-investment process.

Brad Thorstenson is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Helen Lee is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 66 licenses and nine years of industry experience. Her career includes roles at Merrill from 2018 to 2023 and Syntrinsic Investment Counsel, LLC from 2016 to 2018. Outside of her advisory work, she co-owns CLJ Investment LLC, where she provides investment analysis on prospective properties, and owns a business reselling used clothing items. 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 employs a large-scale investment approach supported by research and analytics while offering both brokerage and advisory solutions.

Ian Hamilton is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is a partner in a family partnership, Bella D&L LLC, which invests in occasional private equity deals where he is involved in accounting and investment tracking. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services and provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.