Caitlin Walsh is a financial advisor at UBS Financial Services in Denver, CO, with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include a position at E*TRADE Securities LLC and diverse experience outside finance, such as work in education and hospitality. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services through a broad platform that includes proprietary research and capital markets operations.

Corrine Novak is a CFP®-designated financial advisor at LPL Financial with 11 years of industry experience. She previously worked at Edward Jones for 11 years before joining LPL Financial in 2026. 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 financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Catherine Maddox is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Tyler Hirsch is a financial advisor at Morgan Stanley in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. His background also includes roles at Boca Woods Country Club and Florida Atlantic University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and market analysis to develop tailored strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Alexa Tuers is a financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. She previously worked at Shelton Capital Management and Charles Schwab & Co., Inc. Alexa holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Nathan Joy is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. He previously worked at UBS Financial Services Inc for four years and has a diverse background including roles in hospitality and education. Nathan also has experience in hotel and restaurant management outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Erica Carpenter is a CFA® charterholder with 20 years of experience in the financial industry. She is currently with J.P. Morgan Securities LLC, Jpmorgan Chase Bank NA, and Jpmorgan Trust Company, having worked at these firms since 2006 and 2016 respectively. Based in Denver, CO, she holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC 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.

Jeffrey Erwin is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services from 2002 to 2009. 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, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Monica Schmitt is a financial advisor with LPL Financial in Golden, CO, holding a Series 66 designation and 18 years of industry experience. She worked at Edward Jones for four years before joining LPL Financial in 2012. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives utilizing various strategies and technology support.

Daniel Ethington is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo, Camp Bow Wow Boulder, Academy Bank, Temple Grandin School, and Papa John's. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management services.

Marcus Kaufman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he held positions at D.A. Davidson and MVB Bank. Outside of finance, he worked in the sports retail and recreation sectors, including roles at Play it Again Sports and Lumberyard Hockey & Sports Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

David Shams serves as a Senior Financial Advisor at Merrill Lynch Wealth Management's Downtown Denver office, where he also holds the position of Resident Director. He focuses on family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. David is a U.S. Army combat veteran and holds a Bachelor of Science in Political Science from the United States Military Academy at West Point, a Master of Science in Geological Engineering from the Missouri University of Science and Technology, and a Master of Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He is a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and is involved in military and veterans organizations and causes. Outside of his professional responsibilities, David's personal interests include camping, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Lauren Maggio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Outside of finance, she is the owner of Lauren Maggio Design LLC, an interior design business based in Boulder, Colorado. 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 centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Matthew Monks is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages his practice through an LLC. Ameriprise offers retirement-income planning services for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Mark Stutzman is a financial advisor at Morgan Stanley in Denver, Colorado, with 26 years of industry experience. He holds Series 63, 65, and 66 designations and previously worked at E*TRADE Capital Management and E*TRADE Securities for nearly two decades. Outside of finance, he is a voiceover actor based in Nathrop, Colorado. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery, approved tools, and scenario modeling to support clients, while generally acting in an advisory capacity.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Michael Moore is a Series 66-registered financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has worked previously at LPL Financial, Trilogy Capital, National Planning Corporation, and Trilogy Financial Services. Moore serves as President of the Cherry Creek Chamber of Commerce Young Professional Advisory Board and is involved with the Colorado Judicial Institute, Juggernaut Cargo Bikes, and the Wish for Wheels charity. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-managed approaches, and ongoing investment research to serve its clients.

Anastasia Ondek is a financial advisor at Morgan Stanley in Denver, CO, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Chase Rodawig is a financial advisor at UBS Financial Services with 13 years of industry experience. He has previously worked at Cresset Asset Management, Custos Family Office, and JPMorgan Chase & Co. Outside of his advisory work, he is a co-owner of a residential lawn mowing company, Mow Time Partners, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Matthew La Marche is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he is the proprietor of COTRANS ENERGY LLC, a business involved in oil pipeline logistics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.