Isaac Suazo is a financial advisor with LPL Financial in Denver, Colorado, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2023, he worked at BancWest Investment Services, Inc. and Bank of the West starting in 2017, and he has experience at Edward Jones from 2016 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Matthew Stotler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he is involved in youth soccer organizations as a referee and holds a co-ownership interest in a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that utilizes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services across a broad spectrum of investment and planning needs.

Ian Glogovsky is an Investment Consultant at Fidelity Investments, where he collaborates with clients to align their investments with their financial goals. His approach emphasizes helping clients gain clarity and confidence in their financial future through a trusted advisory relationship. Ian's professional experience includes roles at Fratarcangeli Wealth Management, where he progressed from Finance Intern to Associate Relationship Manager and then Registered Relationship Manager between 2021 and 2024. He joined Fidelity Investments as an Investment Consultant in 2024. Outside of his professional work, Ian's interests include baseball, fitness, football, hiking, skiing, and traveling.

Sibyl Samuel is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at LPL Financial and Key Investment Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery discussions and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize scenario modeling but generally do not include individual security recommendations.

Logan Snodderly is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked in roles at UPS, US Western Investment Co, and Stoll Orthodontics. In addition to his advisory work, he is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

Gregory Reedy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of his advisory role, he serves as Vice President of Finance for the Coal Creek Elementary PTA in Louisville, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates a large network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Akio Ohtake Gordon is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Piper Sandler & Co. and has experience across multiple firms including JPMorgan Chase Bank and Kayne Anderson Capital Advisors. Outside of his advisory role, Mr. Ohtake and his wife manage a short-term residential property rental. J.P. Morgan Securities provides 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 in its investment recommendations.

Seema Kinra is a financial advisor at Morgan Stanley in Denver, CO, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Robert W. Baird & Co. Incorporated and Raymond James & Associates. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured processes and firm-approved tools.

Shane Berliner is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he focuses on helping clients maximize their relationship with Fidelity by utilizing the company's tools and resources. Shane aims to assist clients in building financial plans tailored to their goals and aspirations. Shane has been with Fidelity Investments since 2021, progressing through positions including Customer Service Representative Intern, Customer Service Representative, Investment Solutions Representative, and Investment Solutions Representative II before assuming his current role in 2025. This experience has provided him with a comprehensive understanding of investment solutions and client service. Outside of his professional responsibilities, Shane has interests in art, comedy, fitness, social events with friends, and music.

Gerald Graham Sr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked with Cetera and affiliated firms since 2013 and is also involved with Timberline Wealth Management and The Timberline Group. Outside of advising, he serves as vice president on the board of Athletic Ones, a nonprofit supporting student athletes with type 1 diabetes, and volunteers with the SIFMA Foundation’s Invest It Forward program as a teacher and judge for a national essay competition. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and program structures, supporting both discretionary and non-discretionary services.

David Hopwood is a financial advisor with Wells Fargo Advisors based in Denver, CO. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has worked at Wells Fargo Clearing since 2014 and joined Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written reports.

Matthew Fumuso is a financial advisor at UBS Financial Services in Denver, Colorado, with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 2013. Outside of his advisory role, he serves as President of Net Impact Denver Professionals, organizing events focused on using business to benefit the community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

David Westol is a financial advisor at Fidelity with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2014, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Prior to joining Fidelity, he worked at BlackRock Financial Management and State Street Research & Management Company. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Heidi Waldmann is a Series 66-credentialed financial advisor with three years of industry experience, currently with UBS Financial Services in Denver, CO. Her prior roles include positions at LPL Financial and RTI Employee Benefits. Outside of her advisory work, she is involved in teaching and coaching swimming at Dolphinz Swim School. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Benjamin Hewitt is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Collin Holt is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to this, he worked at Weisser Distributing and Augustana University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dolores Estela Santos is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank from 2010 to 2025 before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides planning both directly to individuals and through corporate financial planning agreements.

Craig Myers is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James Financial Services and its affiliates since 2003 and owns Oxford Wealth Management LLC, a support company. Myers also operates Myers Financial Services LLC, where he works as a life and health insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with capabilities that include municipal and public finance advisory services.

Anna Sernka is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at various roles within JPMorgan Chase Bank and J.P. Morgan Securities since 2020. Prior to this, she held positions in both corporate and research settings, including at the University of Colorado and Leeds Business Research Division. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nathan Sumner is a CFP®-designated financial advisor with LPL Financial, bringing 12 years of industry experience. He previously worked at Waddell & Reed, Inc. and has been with LPL Financial since 2021. Outside of advisory work, he teaches at Whiskey University and serves on the board of the Rocky Mountain Society of Financial Services Professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a broad network of over 22,800 advisors.