Scott Taylor is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he has worked part-time in retail sales at American Eagle Outfitters and The Buckle. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and capital markets services.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Joseph Celli is a financial advisor at Robert Baird & Co. with one year of industry experience. He previously worked at Pearl Holding Group/Policy Services for 29 years. Joseph is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, with investment strategies supported by internal research and ongoing manager monitoring.

Kyle Pritchard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2024. Prior to joining Fidelity, his work history includes various self-employed roles and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Clayton Pace is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 63 designation and one year of industry experience. His prior experience includes roles at Fidelity Investments and multiple positions in retail and hospitality businesses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Curtis Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Max Gollobin is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at Brown Brothers Harriman before joining J.P. Morgan in 2018. Outside of his advisory work, he serves as board treasurer for Prospect Street Writers House, a nonprofit that provides housing and support to aspiring writers. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Susan Winter is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at SVB Financial Group and First Citizens Banc Shares, Inc. Her current roles include positions at both J.P. Morgan Securities and JPMorgan Chase Bank in Denver, CO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a larger organization that includes broker-dealer and banking activities.

Keaton Zavis is a financial advisor with OSAIC in Boulder, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Prospect Financial Group. Outside of finance, he is a co-owner of Hello Penny Bar, LLC, a private mobile bar rental business. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Gwendolyn Yanish is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 17 years of industry experience. Prior to joining Raymond James in 2025, she worked at Wells Fargo Advisors and has been associated with Huiting Wealth Management Group since 2013, where she also serves as an officer in supporting roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using various analytical tools and supports a broad advisor network with specialized programs in municipal finance and employer advisory services.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alexander Koch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. His prior roles include positions at Northwestern Mutual Investment Management and Tyler Holden. Outside of advising, he holds an insurance agent license and is involved in placing life, disability, and long-term care insurance for clients. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports advisory programs with a broad advisor network.

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

Matthew Godfrey is a Benefits & Planning Consultant within Executive Services. He collaborates with clients to help them utilize their corporate benefits and build customized financial plans aimed at meeting their unique goals. Forming strong relationships with clients and their families is a priority for him, and he focuses on maintaining trust, reliability, and competency in his work. Matthew's professional experience includes serving as a Workplace Planning Consultant at Fidelity Investments from 2024 to 2026. He brings expertise in benefits utilization and personalized financial planning to his role. Outside of his professional responsibilities, Matthew engages in various personal interests such as social events, playing musical instruments, outdoor adventures including surfing and tennis, and volunteering.

John Musolino is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2014. He is also affiliated with DePaul University since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial plans and offers a broad range of retail and institutional investment solutions.

Hayden Johnson is a financial advisor at Edward Jones in Lakewood, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Elite Drains and Plumbing and attended the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at Ameriprise and Cetera Advisor Networks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Brooke Phillips is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing six years of industry experience. Her career includes two separate terms at Morgan Stanley totaling eight years, as well as roles at The Vermont Economic Development Authority and KW Closings, LLC. She also has a background with The University of Vermont. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including estate planning and customized financial strategies.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Colton Wise is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Guggenheim Partners and J2 Partners before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.