Maria Barela is a CFP®-designated financial advisor with 30 years of industry experience, currently with LPL Financial since 2009. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various investment strategies.

Jon Greenfield is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. His earlier experience includes Citigroup Global Markets starting in 2004. Outside of finance, he owns and leases real estate properties through a private company in Fort Collins, Colorado. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and market analysis to assist clients in developing their financial plans.

Elias Pfeifer is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previous work experience that includes business ownership in bookkeeping and accounting through Pfeifer Professional Services, as well as roles in hospitality and self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Natalie Pisaro is a financial advisor at Charles Schwab in Denver, CO, holding CFP® and Series 66 designations with 11 years of industry experience. Her work history includes roles at Morgan Stanley and multiple positions within Charles Schwab and its affiliates since 2017. 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios with strategic asset allocation and access to alternative investments.

Kassidee Lank is a financial advisor at Morgan Stanley with a Series 66 designation and six years of industry experience. She has been with Morgan Stanley since 2014. 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 and manages approximately $2.74 trillion in client assets.

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. 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 a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Heather Coyle is a CFP® professional with 14 years of experience in the financial services industry. She has worked at LPL Financial since 2018 and previously held positions at Transamerica Financial Advisors, World Financial Group, and Transamerica Capital. She operates Elevate Wealth Management as a side business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Fred Wagner Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he owns a business in equipment service and fabrication, as well as an investment real estate company. Ameriprise is an institutional firm that offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered by a centralized retirement-income consulting team.

David Jacobson is a Series 65–licensed financial advisor with Fisher Investments, based in Boulder, CO, and has eight years of industry experience. He worked at Fisher Investments Europe from 2016 to 2022 before joining Fisher Investments in the U.S. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct globally diversified portfolios and offers a variety of sub-advisory and retirement plan services.

Peter Sherlock is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at firms including Cresset Asset Management, Bank of America, Merrill, and JPMorgan Chase. Outside of his advisory role, he is a co-organizer and co-manager of Shamrock Moose LLC, a for-profit limited liability company based in Denver. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating as both a broker-dealer and a futures commission merchant.

Karen Cobb is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at AXA Advisors, AXA Equitable, Karl Fisher, First Pres Boulder, and RM Bedell & Associates. In addition to her advisory work, she manages an advisory business as a paraplanner and practice manager at Normark LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of affiliated funds and algorithmic support in its approach.

Zack Schwartz is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. He has been with Fidelity since 2023, progressing through roles including Workplace Planning Consultant I, II, and III before his current position starting in 2026. Prior to Fidelity, he worked in Advisor Services at Charles Schwab from 2020 to 2022. In his role, Zack partners with executives to develop personalized financial strategies that align with their goals, values, and long-term vision. He focuses on simplifying complex financial decisions through a collaborative planning process, aiming to provide clarity and confidence to his clients. Outside of his professional work, Zack enjoys camping, attending concerts, golfing, snowboarding, and spending time with his pets.

Doug Griffith is a financial advisor with LPL Financial based in Westminster, CO, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he serves as a trustee for a family fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Cameron Todd currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals committed to providing clients with a financial planning experience that meets their expectations. Cameron emphasizes the advantages of Fidelity's trusted brand and advanced technology in delivering financial services. Prior to his current role, Cameron held several positions within Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Team Leader of Central Relationship Managers from 2021 to 2022, Team Leader of Customer Relationship Advocates from 2020 to 2021, and Senior Brokerage Representative from 2015 to 2020. This progression reflects his extensive experience in financial services and leadership within the company. Outside of his professional responsibilities, Cameron enjoys outdoor activities such as beach visits, golf, hiking, surfing, and traveling.

Martye Bailey is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and has 23 years of industry experience. He has been affiliated with Primerica Advisors, Primerica Financial Services, and Nite Sky Electrical since 2002. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm employs a wrap-fee structure and uses third-party asset managers with oversight from an independent consultant and delegates trading responsibilities to BNY Mellon Advisors.

Courtney Davis is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Edelman Financial Engines and has previously worked at Schwab Wealth Advisory, Inc. and Charles Schwab in various advisory roles. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term strategies.

Rockwell Pearson is a financial advisor at LPL Financial with 36 years of industry experience. He holds a Series 63 designation and previously worked at First Financial Equity Corporation for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.