Joshua Senkbeil is a financial advisor with Thrivent Investment Management based in Denver, CO. He holds a Series 66 designation and has six years of industry experience, including prior roles at UW-Madison and Carthage College. Outside of his advisory work, he is a managing member of Boesch Estates LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm emphasizes planning across various financial topics and integrates planning with managed-account services under a consolidated billing option called WealthPlan.

Abigail Moonan is a financial advisor at Wells Fargo Clearing with a Series 66 credential and no prior industry experience. Her background includes roles at Alterra Mountain Company and several other organizations, and she volunteers with the Steamboat Ski Patrol, enforcing mountain and skier safety. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by extensive research and analytics.

Jeff Warren is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, he worked with Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Timothy Gomez is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked with various firms including Waddell & Reed Inc and Daryl Christensen. He also operates Timothy P Gomez, LLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning, advisory programs, and consulting services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Valter Martinez is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at E*Trade Securities, Capital 360, and involvement in the restaurant and brewing industries. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and risk modeling techniques.

Charles Wham is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Talkot Capital LLC and Rocky Mountain Industrials Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Witherspoon is a financial advisor at UBS Financial Services with 44 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Tiffany Blacksten is a Series 66-licensed financial advisor at Raymond James & Associates with five years of industry experience. Her prior experience includes roles at Merrill, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

John Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and modeling techniques.

Shelby Imes is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Shelby partners with clients to implement and monitor financial plans, employing a personal and consistent approach to understand each client's unique situation. The goal is to customize financial plans to meet specific needs and empower clients with confidence in their financial strategies. Shelby has been with Fidelity Investments since 2016, progressing through several roles including Customer Relationship Advocate, Financial Representative, and Relationship Manager. This progression reflects experience in client relationship management and financial consulting within the firm. No information about Shelby's education, credentials, personal interests, or community involvement has been provided.

Andrew Clyne is a financial advisor with Osaic Wealth, Inc. based in Denver, Colorado, holding Series 63 and Series 65 credentials and having 16 years of industry experience. He has worked at firms including Securities America Advisors and Cambridge Investment Research, and he operates Aggregate Wealth Management as a DBA. Outside of finance, he teaches scuba diving as a Dive Master. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors, offering a range of brokerage and advisory services alongside financial planning, retirement consulting, and access to managed accounts and third-party money managers.

Rory Lindquist is a Certified Financial Planner® with 26 years of industry experience. He currently works at UBS Financial Services and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Caroline Baumgart is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63, 65, and 66 licenses and 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at Merrill from 2022 to 2025. Baumgart serves as a board member and Public Relations Co-Chair for the Women's Estate Planning Council in Denver. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Ethan Cobb is a financial advisor with Charles Schwab in Boulder, CO, holding a Series 66 designation. He has been with Charles Schwab since 2026 and has prior experience at Catalyst Wealth Management LLC and Innovation Partners LLC. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers comprehensive custody and brokerage services.

Emma Schmeling is a financial advisor at Robert W. Baird & Co. with two years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley and the League of Women Voters of Wisconsin. Outside of finance, she operated Beyond Vintage Furnishings for five years. Emma is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Payton Dougherty is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has worked with various households and organizations prior to joining UBS in 2021. His background includes roles outside finance, such as employment at 24 Hour Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations to tailor client plans.

Jana Scott is a financial advisor at Morgan Stanley in Denver, Colorado, with 36 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Tucker Erdmann is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to that, he held roles at Furman University and Crowne Plaza Edinburgh. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis, with clients retaining final decision authority.

Paul Addo III is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Bank of America, N.A. and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client solutions.