Adis Rogonich is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Investments for four years. Outside of his advisory role, he owns and rents out a townhome in Denver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and alternative investments.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Matthew Davis is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at Sprouts Farmers Market, Uber Technologies, Transamerica Financial Advisors, and World Financial Group. Outside of financial advisory work, he has experience in retail management, including a long tenure at King Soopers. 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 advisory programs and financial planning services, utilizing model portfolios, research, and technologies such as machine learning to support diversified investment strategies.

Mark Stager is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, N.A. since 2011. 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.

Michael Naughton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services, Northwestern Mutual, and The Stone Creek Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

Brian Vankeuren is a financial advisor with LPL Financial in Lakewood, CO, holding a Series 66 license and bringing 15 years of industry experience. He previously operated Brian Vankeuren LLC and has been involved with Toastmasters International and the Golden Chamber of Commerce Young Professionals. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and institutions nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Anna Jenkins serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over twenty years, she has developed a practice that encompasses concentrated stock management, insurance, trust services, wealth transfer planning, and lending and banking services provided through Bank of America, N.A. Anna's educational background includes a bachelor's degree from Colorado State University, where she participated in the Music, Theater, and Dance Department. She holds professional designations as a Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA). Her expertise focuses on corporate executive services, family wealth management strategies, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, and tax minimization. Originally from Rapid City, South Dakota, Anna is engaged in her community through volunteering at her daughters' school and mentoring women in the financial industry. In her personal time, she enjoys camping, hiking, music, reading, skiing, and traveling.

Christopher Peters is a financial advisor at Robert Baird & Co. in Denver, CO, with 16 years of industry experience. He has been with Robert Baird & Co. since 2013 and holds the Series 66 designation. Outside of his advisory role, Mr. Peters serves on the Board of Trustees for the Denver Rotary Club Foundation, participates on the Finance Committee at Columbine Country Club, and is a member of the Finance Council for Littleton Preparatory Charter School. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pension plans, and charitable organizations through a variety of portfolio management and financial planning services. The firm employs a blend of manager-traded and model-traded strategies, tax management, and research-supported advice, managing approximately $394 billion in regulatory assets as of December 31, 2025.

Stephen Herbert is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jonathan Morado is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Fidelity Investments. Morado has also held various positions outside finance, including involvement with local restaurants and concrete businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and financial planning services. The firm’s model includes both non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and a centralized operational structure.

Sherrie Pasko is a Wealth Management Advisor with The Cochran Pasko Group at Merrill Lynch Wealth Management in Boulder, Colorado. She has been in the financial services industry since 2001 and joined Merrill Lynch in 2007. In her role, Sherrie focuses on working with clients such as professional athletes, women investors, corporate executives, and multi-generational families to help them define and prioritize their financial goals. She develops strategies and provides advice by understanding clients' short- and long-term financial objectives and tailoring solutions accordingly. Sherrie's expertise includes college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, and wealth planning for women and sports and entertainment professionals. She holds the designations of CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). She earned a bachelor's degree in psychology from Naropa University. She is an active member of the Greater Boulder community and volunteers with organizations such as the Broomfield Football Club, A Precious Child, and Community Food Share. In her free time, Sherrie enjoys training Brazilian Jiu Jitsu, snowboarding, mountain biking, and spending time with her 16-year-old son.

James Crossman is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with two years of industry experience. His prior roles include positions at the State of Michigan Bureau of Investments and ButcherJoseph & Company. 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, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Mariana Picans is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 13 years of industry experience. She has been with UBS since 2017. Outside of her advisory work, she co-owns an online stationery company, Friendly Fire Paper Ltd., where she contributes ideas for greeting card themes. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, delivering tailored financial planning and portfolio management supported by proprietary research and institutional trading capabilities.

Nickolette Beery is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2009. Outside of her advisory role, she serves as Treasurer and Registered Agent for Uptown Ballers Corporation, a youth basketball club in Colorado. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling.

Connor Bieda is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he was involved with BtownMenus-Powered By Lodel and attended Indiana University. Charles Schwab & Co., Inc. serves 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 offers both non-discretionary and discretionary investment approaches, leveraging multi-asset model portfolios, centralized operations, and a formal alternative-investment process.

Brad Thorstenson is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Helen Lee is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 65 and Series 66 licenses and nine years of industry experience. Her career includes roles at Merrill from 2018 to 2023 and Syntrinsic Investment Counsel, LLC from 2016 to 2018. Outside of her advisory work, she co-owns CLJ Investment LLC, where she provides investment analysis on prospective properties, and owns a business reselling used clothing items. 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 employs a large-scale investment approach supported by research and analytics while offering both brokerage and advisory solutions.

Lynette Twedt is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63, Series 66, and Series 65 designations and has been with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary management, fund advisory, and model portfolios, with distinctive features including CFTC registration and the use of AI in research.