Ann Muck is a financial advisor with Robert W. Baird & Co. in Denver, Colorado, holding Series 66 and Series 63 licenses and three years of industry experience. She previously worked at Fidelity Investments and has a background that includes periods of full-time education. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm employs a range of investment strategies including discretionary and non-discretionary portfolio management, separately managed accounts, and utilizes internal research and tools to support client advice.

Cory Huff is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 designation and 20 years of industry experience. He previously worked for Unified Wealth Management, LLC from 2009 to 2019. Outside of his advisory role, he is involved with Noble Birch Tax Preparation, LLC, which provides individual income tax preparation services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research to support diversified investment strategies.

Michael Grodek is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at various divisions within JPMorgan Chase since 2013. 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 Institutional Consulting Services program.

Adam Drewry is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Parsonex Advisory Services and Parsonex Securities. Outside of his advisory work, he is employed at Patagonia Denver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sean Mitchell is a financial advisor at Edward Jones in Arvada, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.

Bruce Troutman is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Avantax and MMI Financial Services, where he is the owner and sole proprietor of an independent public accounting firm providing tax preparation, accounting, and payroll services. He also serves on the Board of Directors and Finance Subcommittee of a local nonprofit, Love INC, which coordinates resources from faith organizations to support underserved communities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with diverse program options.

Johnathan Newcomb is a financial advisor with Mass Mutual Investors Services in Denver, CO. He holds a Series 66 designation and has one year of industry experience. Prior to entering financial services, he worked for VIO Med Spa and Clear Creek Endodontics. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations typically focused on investment categories and strategies.

Jeffrey Swingle is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 registrations. Swingle has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, operating under a fiduciary standard, with a large nationwide network of financial advisors and branch offices.

Alexandro Valverde Macias is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. His career includes positions at Wells Fargo Bank and KeyBank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on structured financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

Mark Mcculloch Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has previously worked at Morgan Stanley and founded Evergreen Wealth Management, where he serves as CEO. In addition to his advisory role, he is an independent contractor with Prevender Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Michael Runyon is a Series 66-licensed financial advisor with three years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Charles Schwab Bank, Edward Jones, and Voya Financial. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Owen Weber is a Series 66-licensed financial advisor with Fidelity in Lakewood, CO, bringing three years of industry experience. He has been with Fidelity Investments since 2022. 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 across mutual funds, ETFs, and ETPs. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory roles for multiple registered investment companies.

Jason Hollander is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Lance Jacobs is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2010 and Charles Schwab Bank, SSB since 2013. Based in Denver, CO, he has primarily served clients through these affiliated entities. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines both non-discretionary advisory services and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

James Cartwright V is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2005, including a role at Charles Schwab Bank, SSB since 2008. 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 operates a large-scale, integrated platform offering both non-discretionary advisory services and access to discretionary separately managed accounts.

Jonathan Kanaber serves as a Wealth Management Advisor with the Kanaber Oyer Group at Merrill Lynch Wealth Management in Denver, Colorado. In this role, he focuses on providing tailored financial strategies to clients and their families, helping them pursue both short- and long-term financial goals. His client base includes multi-generational families, health care professionals, attorneys, and executives, with services encompassing trust and family planning, investment guidance, retirement preparation, and education planning. Before joining Merrill Lynch Wealth Management in 2016, Jonathan worked as a Mechanical Design Engineer, a background that provides him with significant experience in analyzing client needs to develop customized strategies. He holds both a Bachelor’s and a Master’s Degree in Mechanical Engineering from the University of Colorado System and is a CERTIFIED FINANCIAL PLANNER® professional as well as a Personal Investment Advisor. Jonathan collaborates closely with his team and utilizes the resources of Merrill Lynch and Bank of America to offer a comprehensive range of financial tools and services. Outside of his professional responsibilities, Jonathan is involved in community organizations such as the Arapahoe Rescue Patrol and Junior Achievement Rocky Mountain. He enjoys spending time with his wife and children, participating in activities like hiking, running, camping, chess, football, ice hockey, and reading.

Stephen Maloney is a financial advisor with Fidelity who holds Series 63 and Series 65 designations and has 28 years of industry experience. He has been associated with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s affiliate Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including specialized offerings such as an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Skyler Pinto is a financial advisor with Cetera, holding a Series 66 designation and based in Denver, CO. He has been with Cetera and its affiliated entities since 2024, with additional experience at RemoteLink Solutions and Gravity Heights. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with a wide range of program options and investment strategies.

Mandi Renzetti is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to support its investment approach and offers a range of financial products through affiliated entities.

Erik Hernandez Ramos is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo firms since 2007. Outside of his advisory role, he manages a rental property in Avon, Colorado. 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 combines research from its investment institute and third-party sources to support its investment approach, offering both brokerage and advisory solutions.