Austin Mcstraw is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 credential and seven years of industry experience. Prior to his current role, he worked at companies including LionBridge, Low VA Rates, Mountain America Credit Union, and Domino's Pizza. Outside of his advisory duties, he owns Merry & Bright Lighting Co LLC, a business that installs Christmas lights for residential homes. 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 and model portfolio programs, and supports advisors with a variety of investment strategies and operational tools.

Erika Clum is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2022, she worked at Merrill from 2019 to 2022 and spent eight years at Cameron Mitchell Restaurants. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and investment strategies.

Patrick Mckim is a CFP® with 34 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2014 and also operates Prospera Wealth Management Solutions LLC. Outside of his advisory role, he is the owner of a financial services firm used for tax reporting purposes and holds a license to sell life and long-term care insurance. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Melva Casana is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 12 years of industry experience. Her career includes five years at Charles Schwab and one year at Schwab Wealth Investment Advisory Inc. prior to joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Mark Johnson is a financial advisor with Thrivent Investment Management in Lakewood, CO, holding Series 63 and Series 66 registrations with nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017. Johnson serves on the Finance Team at St. Luke's United Methodist Church, providing oversight of the church’s fiscal budget and general fund. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining separate planning and portfolio management functions.

Gary Smy is a financial advisor at Morgan Stanley with 23 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, Smy serves as treasurer for the British American Club of Colorado. Morgan Stanley Wealth Management delivers a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their financial planning process uses firm-approved tools and investment models, with a focus on advisory services rather than individual security recommendations.

Ana Rosenberg is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 10 years of industry experience. She has been with Merrill since 2015 in two separate periods totaling seven years. Rosenberg serves as a board member of Cherry Creek Has Heart, a charitable organization composed of Merrill employees. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Bauer is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he has engaged in rental property management. Baird’s DDK Group, where Bauer practices, serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning and portfolio management services, using a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

John De Jong is a CFP® and Series 66 registered financial advisor with 11 years of industry experience. He is currently with Edward Jones in Denver, CO, having joined the firm in 2023. His prior experience includes six years at Transamerica Investors Securities Corporation and a role at Ambassador Bilingual School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm is known for its large network of financial advisors and branch offices, as well as a comprehensive suite of affiliated investment and lending services.

Holly Alger is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She joined Fidelity Investments in 2024 and advanced through roles including Financial Services Representative and Financial Consultant 1 before her current appointment. Holly approaches financial planning by engaging deeply with clients to understand not only their financial objectives but also the values and concerns that influence those goals. She employs a combination of empathy and problem-solving skills to develop financial plans tailored to each client's specific needs. Her career at Fidelity Investments reflects a progression through increasingly responsible financial consulting roles, emphasizing client-focused service and collaborative planning. Outside of her professional work, Holly has interests that include biking, exploring culinary experiences, visiting museums, engaging in parenthood, and participating in soccer.

Bryan Austin is a financial advisor with Merrill in Denver, CO, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at Merrill since 2016 and previously spent seven years at Abbot Downing, a Wells Fargo business. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kalin Hoiseth is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and accumulating eight years of industry experience. His prior roles include positions at GWFS Equities Inc. and Transamerica Retirement Solutions. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-sponsored agreements.

Michael Nelson is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning and portfolio management, leveraging proprietary research and model-based asset allocations to tailor client strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Jonathan Hammond is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Focused Alpha LLC and Wells Fargo Advisors LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Seth Thompson is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner and Smith Incorporated since 2013. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs multiple investment program strategies and benefits from its integration with Bank of America affiliates and a broad capital markets platform.

Thomas Valdez Jr. is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2008 and previously worked at Fidelity from 2006 to 2008. Valdez also manages a separate investment-related business, Valdez Financial 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, utilizing both proprietary and third-party investment strategies, supported by technology and a broad platform that includes insurance and banking partnerships.

Kevin Kuptz is a CFP® with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC, Empower Advisory Group, and Personal Capital. Outside of traditional financial advising, he has experience with Front Range Catering Company and Legendre Enterprises, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term management.

Zachary Burgess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has approximately one year of industry experience, previously working at Morgan Stanley and Harder & Warner. Outside of his advisory role, he has been involved with TerraTrike/Wizwheelz Inc and Manna Development Group. 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 when recommending strategies.

Sean Sechler is a financial advisor with Merrill based in Denver, CO, holding Series 63 and Series 66 registrations and five years of industry experience. His prior work includes roles at Bank of America and his own copywriting business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals and institutions.

Matthew Moskal is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Matthew earned a Bachelor's Degree from the University of Colorado and completed his high school education at Cherry Creek High School. His background includes experience in financial advising with a focus on wealth management.