Sarah Gunderson is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to build financial plans aimed at helping them navigate the complexities of retirement. Her work is supported by the trusted Fidelity brand, advanced technology, and a cost-efficient investment platform, allowing for close collaboration with her team. Sarah brings experience from her previous positions including Senior Intermediary Sales Associate at T Rowe Price from 2019 to 2022, Internal Client Advisor at JP Morgan from 2018 to 2019, and Business Development Consultant at Jackson National from 2014 to 2018. This background contributes to her expertise in financial consulting and client advisory services. Outside of her professional work, Sarah's personal interests include cooking and baking, movies, museums, music, caring for pets, and volunteering.

Alexandria Eatherly is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018, with prior roles at Bank of America, AssetMark Brokerage, AssetMark Financial, and Charles Schwab & Co. Merrill, along 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, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Anthony Satriano is a Series 66-licensed financial advisor at Morgan Stanley with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through employer-based financial planning agreements.

Alexander Cherubin is a financial advisor with Wells Fargo Advisors in Denver, CO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored client recommendations.

Jonathan Fairbrother is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining J.P. Morgan in 2019, he served ten years in the U.S. Army. Outside of advisory services, he holds a minority stake in a family-owned snack business, Managawan LLC. 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 recommendations.

Trisha Mingo is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Justin Silberman is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Fidelity Investments for three years. His background also includes roles unrelated to finance, such as positions at Susan Lawrence Gourmet Foods and Great Stuff Fashion Boutique. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions, including security-based swap and futures commission merchant services.

Grant Campbell is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at AT&T for five years. He has been with Charles Schwab and Charles Schwab Bank SSB since 2019 and 2021, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Wendy Kocher is a financial advisor at RBC Capital Markets with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at RBC Capital Markets since 2008, including time at City National Bank since 2022. Outside of her advisory role, she serves as secretary and committee member of the Tarryall Fishing Club in Colorado. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Holly Baroway is a CFP® professional with 25 years of experience, currently serving at Stifel Nicolaus & Co. Inc. since 2009. She participates in governance roles outside of her advisory work, including serving on the executive committee of the Colorado Ballet and chairing the endowment committee at St Anne's Episcopal School, where she collaborates on endowment investment decisions and spending policy. She also holds multiple leadership positions with Chinese Children Adoption International, involving oversight of finances and the investment manager. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Haylie Patrick is a financial advisor with Charles Schwab, holding a Series 66 designation and over one year of industry experience. Her prior work includes roles at Charles Schwab Bank, International Development Enterprises, and the World Trade Center Denver. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive investment research.

De Anna Price is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and previously worked at New York Pizza Department and Arizona State University before joining Merrill in 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Margaret Boyle is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Boyle is based in Denver, CO. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and a range of investment strategies tailored to client needs.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Kenneth Klein is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2019 and previously held roles at Janus Distributors LLC and Janus Management Holdings Corp from 2014 to 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market simulations.

William Cohen is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017. Prior to that, he was affiliated with Mamma Chia LLC for three years. Outside of his advisory role, Cohen owns a sneaker resale business operating on eBay. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Andy Ogide is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he spent several years playing professional basketball with teams in Europe and South America. Outside of his advisory role, he provides basketball skills training through CoachUp in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including wrap fee strategies and separately managed accounts. The firm operates nationwide with a large advisor and branch network and offers affiliated capabilities such as a trust company and proprietary mutual funds.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kate Roscoe is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. She has held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and previously worked at Linus and Security First Insurance Agency. She also attended the University of Colorado Boulder - Leeds School of Business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its recommendations.

David Morris is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Baird in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and Scottrade, Inc. from 2014 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed account programs, using a combination of internal research, manager trading, and model trading strategies.