Nick Butters is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Nordstrom, Jane Restaurant, The Black Sheep SB, and Riptide Lacrosse. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across a variety of investment vehicles.

Sarah Alarcon is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates and several educational institutions. Outside of her advisory role, she is involved with LAEF, a nonprofit organization in Denver, and operates a pet sitting service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using various portfolio management and model-based solutions tailored to client objectives.

Veronica Schulz is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Edward Lee is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He also has involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.

Mihailo Ostojic is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, offering services primarily in an advisory capacity.

Travis Weaver is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank, Bank of America, Merrill Lynch, and had roles at Broadmoor, Eddie Bauer, and Dick's Sporting Goods. 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, employing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Brian Carroll is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at FIRST REPUBLIC Securities Company, LLC and First Republic Investment Management, Inc. from 2017 to 2019, and spent a year at Black Gold Golf Club before beginning his advisory career. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and diversified investment evaluation methods.

Ken Taga is a Series 66-licensed financial advisor with Edward Jones in Westminster, CO, where he has worked since 2020. He has five years of industry experience and previously worked for seven years with Denver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, with a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Peter Fine is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Ameriprise Financial. In addition to his advisory role, he consults on business strategy for Northwestern Specialists in Plastic Surgery, a medical spa and plastic surgery office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Ellen Bruno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan, she worked at Techstars and West Battle 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 and investment adviser functions, delivering recommendations on a non-discretionary basis.

James Vander Laan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Janus Capital Group before joining J.P. Morgan Securities in 2017. Outside of his advisory role, he is an owner and partner of T-Bar Trilogy LLC, a residential real estate entity held jointly with family members. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brett Specker is a Series 66-licensed financial advisor with Morgan Stanley in Denver, Colorado, bringing five years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC, Bloomberg CFA Program Exam Prep, Kerberrose Wealth Management, APW Capital, and LPL Financial. Outside of advising, he is involved in property ownership and management through several real estate entities in Colorado. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Glen Maccallum is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial since 2021 and has also been involved with Mac Family Farms LLC and Mac Associates LLC for several years, alongside a long tenure with Waddell & Reed and various insurance carriers. In addition to his advisory role, he operates Mac Associates LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning in its investment strategies.

Frederick Fischer is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated into Bank of America’s broader corporate platform, enabling access to a wide set of products and services.

Jodi Fleisher is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and 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. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools to model financial outcomes.

Jack Seaton is a financial advisor with Charles Schwab based in Denver, CO, holding a Series 66 license and six years of industry experience. His background includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, TD Ameritrade, and Segall Hamill & Bryant. Seaton previously worked at Eldora Ski Resort and has affiliations with the University of Colorado Boulder during his early career. 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 options, combining centralized supervision and custody with multi-asset model portfolios and a formal alternative investment program.