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 financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and Kerberrose Wealth Management. Outside of his advisory role, he manages several real estate property management businesses in the Denver area. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process and offers a range of investment products and strategies.

Glen Maccallum is a financial advisor with LPL Financial based in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He worked at Waddell & Reed, Inc. for 21 years before joining LPL Financial in 2021. In addition to his advisory role, he is involved with Mac Family Farms LLC and Mac Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, and supports its advisors with various research tools and platforms.

Frederick Fischer is a financial advisor at Merrill based in Denver, CO, holding a Series 66 designation with 11 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

David Livran is a Wealth Management Advisor leading the financial advisory practice known as The LDS Group within Merrill Lynch Wealth Management. He has been involved in various roles within wealth management since 1998 and became a financial advisor in 2007. His team focuses on delivering customized financial strategies and investment plans that consider cash flow, retirement and education goals, insurance, and legacy planning needs. David holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Colorado System. He resides in Parker, Colorado with his wife, Rachelle, and their Pug, Murphy. David has two sons; one recently graduated from San Diego State University and the other is a junior at Gonzaga University. His personal interests include spending time with his family, traveling, attending sporting events, and playing golf.

James Howe is a financial advisor with LPL Financial in Wheat Ridge, Colorado, holding the Series 63 and Series 66 designations and possessing nine years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, GWFS Equities, Fidelity, KC Resources, and Crystal River Oil & Gas. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad scale of financial activities.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

John Arnold is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 13 years before joining Robert W. Baird in 2022. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services. The firm offers a range of investment strategies, including traditional and alternative allocations, utilizing both in-house and third-party managers.

Laura Wedow is a financial advisor at LPL Financial in Arvada, Colorado, holding a Series 66 designation with two years of industry experience. Prior to her current role, she spent 30 years working in education within the Park County RE2 School District and one year at Adams 12 Five Star Schools. She is also a co-owner of a short-term rental property. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors with discretionary assets exceeding $819 billion.

Jonathan Warkentin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is a partner in Mount NOLA LLC, an entity formed to manage a short-term rental property with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting delivered on a non-discretionary basis.

Janet Jones is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley since 2009 and with MS Services Group Inc. from 2017 to the present. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Sela Dombrower is a financial advisor with LPL Financial based in Boulder, CO. She holds a Series 66 designation and has been affiliated with LPL Financial and its DBA Flatirons Wealth & Divorce Strategists since 2025. Before joining the financial industry, she worked at Metron and has experience related to Lawrence University and the Boulder JCC Cheryvale Day Camp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with research tools and multiple investment options.

Melissa Lester is a financial advisor at Fidelity with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Fidelity Investments, Robinhood, and Empower. Her current tenure at Fidelity began in 2026, with a prior 24-year period at the firm from 1996 to 2020. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s investment process combines fundamental research with quantitative analysis and algorithmic portfolio construction, utilizing model portfolios composed of mutual funds, ETFs, and ETPs.

Cheyenne Renteria is a financial advisor at Charles Schwab with Series 63 and Series 66 designations and seven years of industry experience. Her work history includes roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc., as well as earlier positions in healthcare and education sectors. 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 a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.