Zachary Weaver is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is also associated with Prairie Plains LLC as an outside business activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and provides diverse financial products and services across retail and institutional markets.

William Meyer is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he focuses on implementing planning strategies for clients. Prior to this, he served as an Investment Solutions Representative at Fidelity Investments from 2024 to 2025 and began his career at the company as a CRA from 2023 to 2024. William holds an Arkansas Insurance License. Outside of his professional work, he has personal interests in baseball, beach activities, fitness, golf, skiing, and tennis.

Connor Makis is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at Canvas Credit Union for nine years and Domino's Pizza for two years. Outside of his advisory role, he supports an advisor through Canvas Advisors in a sales assistant capacity and is commissioned as a notary in the state of Colorado. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Stack is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Institutional Investments Inc. and JPMorgan Investment Management Inc. for seven years. 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 manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Tovah Fair is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent over a decade at Walgreens. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator and advisor to multiple registered investment companies, as well as its use of AI and systematic methodologies in portfolio management.

Edward Rosenberg is a financial advisor with Cetera in Greenwood Village, CO, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Metlife Securities Inc., MassMutual Life Insurance Co., and Mass Mutual Investors Services. He is a 50% owner of Step By Step Financial DBA Cetera Business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and access to third-party money managers.

Robert White is a financial advisor at Fidelity with a Series 66 designation and 18 years of industry experience. He has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment process combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with oversight on delegated day-to-day management and a focus on addressing conflicts of interest.

Andrew Pahl is a Wealth Management Advisor with Merrill Lynch Wealth Management, leading a local financial advisory team based in Denver, Colorado. He works primarily with business owners, corporate executives, and affluent families, focusing on delivering a comprehensive wealth management strategy tailored to individual client needs. His approach integrates experience and knowledge with dedicated service and genuine care, aiming to build transparent and trusting relationships that support clients in achieving their personal and professional financial goals. Andrew's expertise encompasses college education planning, executive and equity compensation services, family wealth management, legacy planning, personal retirement planning, and retirement income strategies. He emphasizes a disciplined, goals-based wealth management process that prioritizes proactive risk and reward management, customized portfolio planning, and swift implementation of innovative strategies. His team offers consistent service and dynamic portfolio management supported by extensive research and the global resources of Merrill Lynch. Andrew holds a Bachelor’s degree from the University of Oregon and carries the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). A Colorado native, Andrew grew up in Castle Rock and now resides in Colorado with his wife and two children. They enjoy traveling, skiing, golfing, and spending time with family and friends.

Geoffrey Laughlin is a financial advisor at Robert W. Baird & Co. with 22 years of industry experience. He has been with Robert W. Baird & Co. since 2009 and holds a Series 66 designation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services using a variety of strategies, including discretionary management and separately managed accounts, and provides municipal advisory and public finance services alongside its investment and trust capabilities.

Michael Robben is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has been with UBS since 2013. Based in Denver, CO, Robben's career spans nearly three decades in financial services. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

David Evans is a financial advisor at RBC Capital Markets with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2012 and previously at City National Bank from 2020. Evans has acted as trustee for the Mary Snowden Trusts, a family trust related to his late wife’s aunt. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies through a variety of advisory programs, offering portfolio management, financial planning, custody, and brokerage services.

Josh Dellinger is a financial advisor with Osaic Wealth, Inc. in Englewood, CO, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Woodbury Financial Services, MassMutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. In addition to his advisory work, he is involved in outside insurance activities, including life, disability, and property and casualty insurance sales. Osaic Wealth, Inc. serves a diverse client base ranging from individuals to institutions through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage, investment advisory services, retirement plan consulting, and access to various third-party money managers, employing asset allocation tools and automated rebalancing to manage a wide range of investment products.

Valerie Joseffy is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Fidelity Brokerage Services LLC since 2014 and is currently affiliated with Fidelity Personal and Workplace Advisors as well as Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering services that include discretionary portfolio management and fund advisory through systematic methodologies and long-term asset allocation strategies.

Grant Sander is a financial advisor with Equitable Advisors in Greenwood Village, CO, holding Series 63 and Series 65 licenses and possessing five years of industry experience. His prior experience includes roles at Robinhood Financial, LLC, and Open to the Public Investing, Inc. He also worked at Drake University for four years before entering the financial advisory field. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Donna Boyette is a financial advisor at Wells Fargo Advisors in Denver, Colorado, with 36 years of industry experience. She holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Todd Jackson is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company from 2007 to 2019, followed by positions with Fidelity Brokerage Services LLC since 2019 and Fidelity Investments since 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Peter Horstman is a financial advisor with LPL Financial in Greenwood Village, CO, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2014, including a period at Prosperion Financial Advisors from 2015 to 2019. Outside of his advisory role, he is involved with Horstman Advisors, LLC, a business entity unrelated to investment activities. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by research from multiple sources.

Neil Egleston is a financial advisor with OSAIC in Denver, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc. and Northeast Securities. Outside of advisory work, he is an investor in ACT Capital Partners LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, employing firm-provided asset allocation tools and automated rebalancing to manage portfolios across various asset classes.

William Nadler is a financial advisor with Raymond James Financial in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Raymond James since 2006 and is also involved with Cherry Creek Wealth Advisors LLC, where he provides financial planning. Additionally, he serves as a trustee for an IRA in his capacity at Nadler Jim. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and has specialized programs for municipal and public finance as well as SIMPLE IRA employer advisory services.

Arvin Shandiz is a financial advisor at Fidelity with Series 66 and Series 65 designations and seven years of industry experience. His prior roles include positions at Silver Spur Capital, Morgan Stanley, and the University of Chicago. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across multiple investment vehicles. The firm also serves as an advisor to registered investment companies and delivers model portfolios to intermediary platforms.