Ana Rosenberg is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2015, including a brief period in 2019 at Angi Home Services. Rosenberg serves as a board member of Cherry Creek Has Heart, a charitable organization composed of Merrill employees. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based, discretionary, and tax-aware investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors.

David Bauer is a financial advisor at Robert W. Baird & Co. with 17 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. Bauer is based in Denver, CO. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a mix of in‑house and third‑party managers across traditional and alternative investment strategies.

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 at Merrill with 14 years of industry experience. He has held roles at Merrill since 2016 and previously worked at Abbot Downing, a Wells Fargo business, from 2009 to 2016. He holds Series 63, Series 65, and Series 66 credentials. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies across a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 66 designations and seven years of industry experience. She has worked at Wells Fargo since 2016 and serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides a range of brokerage and advisory solutions.

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 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Focused Alpha LLC and Wells Fargo Advisors. Merrill provides managed account services to Bank of America fiduciary clients through its 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.

Seth Thompson is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role, Seth helps families plan and manage various aspects of their financial lives, including banking, liabilities, portfolio management, and wealth planning. He draws from Bank of America banking services and Merrill Lynch's range of investment products to design strategies tailored to clients' goals. Seth possesses expertise in developing strategies and recommendations for individuals, entrepreneurs, their families, and their businesses. His professional designations include Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He holds a bachelor's degree from the Pennsylvania State University System. Outside of his professional work, Seth is involved with community organizations such as Junior Achievement and Young America. His personal interests include camping, football, hiking, hunting, music, reading, running, skiing, spending time with family, and traveling.

Thomas Valdez Jr. is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with 23 years of industry experience. He has been with LPL Financial since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management alongside models and research from multiple sources.

Daniel Cottrell is a financial advisor at Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with Wells Fargo Clearing since 2019 and also has tenure at Wells Fargo Bank, N.A. dating back to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. Their advisory approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Kevin Kuptz is a CFP®-credentialed financial advisor with four years of industry experience, currently with Edelman Financial Engines in Denver, CO. His prior roles include positions at Vertigo Real Estate Ventures LLC and Empower Advisory Group. He also has a background in catering through Front Range Catering Company. 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 diversified portfolio management and retirement solutions across a wide range of account types.

Savio Nguyen is a Financial Advisor with Merrill Lynch Wealth Management in Denver. He works with individuals, families, and business owners to simplify complex financial decisions and develop personalized wealth strategies that align with their long-term goals. Nguyen assists clients in navigating important transitions such as retirement, business succession planning, family wealth transfers, and legacy planning. Nguyen began his education at Colorado State University studying Cell and Molecular Neuroscience with the initial intention of pursuing a medical career. His background in science has contributed to his analytical approach in financial advising, enabling him to analyze complex information and develop practical solutions. He holds a Bachelor’s Degree from Colorado State University and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Nguyen serves on the board of the Young Professionals Chapter for Children's Hospital Colorado and is involved with organizations such as Camp Wapiyapi and St. John XXIII. His personal interests include basketball, cooking, dancing, fishing, golfing, painting, reading, spending time with family, traveling, and watching movies.

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 at Merrill in Denver, CO, holding Series 63 and Series 66 registrations with five years of industry experience. His prior roles include positions at Bank of America and running a copywriting business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base ranging from individuals to corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide set of financial products.

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.

Trisha Renner is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 25 years of industry experience. She has been with Robert W. Baird & Co. since 2000. Outside of her advisory role, she is a property owner and passive investor in renovation and property holdings. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches, including private funds and real assets.

Steven Nuccio is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63, 65, and 66 designations and 32 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he coaches girls' softball for the Jefferson County Public School District and is a partner and singer in a cover band called Voodoo Mountain. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerance. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

Todd Gleason is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 34 years of industry experience. He has been with LPL Financial since 1998. Gleason is involved with Iron Arrow Strategies, a business related to his advisory work. 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 financial planning and advisory programs, including both discretionary and non-discretionary management, supported by research and model portfolios.