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.

Jeffrey Troyan is a Series 66-licensed financial advisor with J.P. Morgan Securities in Arvada, Colorado, and has seven years of industry experience. His prior roles include positions at Caldera House and Four Seasons Resort and Residences, as well as Snow King Resort. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

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.

Trisha Renner is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 26 years of industry experience, all with Robert W. Baird & Co. She has a passive investment role in a property renovation and holdings company. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, and charitable organizations with a range of services including financial planning, portfolio management, and custody and brokerage services. The firm combines manager-traded and model-traded strategies with internal research and technology, managing approximately $394 billion in regulatory assets as of 2025.

Randy Leslie is a financial advisor with LPL Financial in Golden, CO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for five years before joining LPL Financial in 2012. Leslie also operates under the DBA Colorado Financial Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of more than 22,800 advisors.

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, Colorado, 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, an investment-related business activity reported as a DBA for his LPL business. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing a range of strategic and tactical investment approaches supported by technology tools.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm 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.

Monica Sharma is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel since 2022. Prior to Stifel, she worked at TD Ameritrade for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Barberis is a Wealth Management Advisor at Merrill Lynch Wealth Management. Since beginning his financial services career in 2000 with Merrill Lynch, he has focused on developing wealth management strategies tailored to the unique situations, concerns, and goals of successful individuals and families. David provides personalized advice across a broad range of wealth management services, including corporate executive services, equity and executive compensation, family wealth management, retirement planning, portfolio management, and tax minimization. Prior to his current role, David served as a Senior Analyst in Merrill's Private Wealth Management Group, advising ultra-high-net-worth clients such as company founders, private equity partners, and senior executives. He has experience providing investment guidance across all asset classes and developing complex investment plans. David holds a Bachelor of Arts degree in Economics from the University of Colorado and is a Certified Investment Management Analyst® (CIMA®) professional, as well as a Personal Investment Advisor (PIA). David participates actively in his community by coaching youth sports, including baseball and football. He also enjoys golf, hunting, and spending time with his family. His approach emphasizes collaborative client relationships based on transparency and trust, aiming to simplify clients’ financial lives while addressing evolving personal and financial circumstances.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Matthew Hancock is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63, Series 65, and Series 66 licenses and 29 years of industry experience. His previous roles include positions at UBS Financial Services and Fidelity Brokerage Services. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Caroline Gates is a CFP® and Series 66 credentialed financial advisor with 11 years of industry experience. She currently serves at Morgan Stanley and has prior experience with Bank of America and Merrill. Outside of advising, she is president of CO Collaborative Divorce, a community organization in Arvada, Colorado, and serves on the finance committee of the Colorado Women’s Bar Association. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, utilizing structured discovery processes and firm-approved planning tools as part of its wealth management offerings.