Michelle Conrardy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

William Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with LPL Financial since 2008. 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, financial planning, and brokerage services supported by research and model portfolios.

Blake Dale Ealum is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. His background includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as experience outside finance in education and engineering. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 non-discretionary advisory services with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational infrastructure.

Shane Chavez is a CFP® and ChFC® with 30 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously spent 11 years with FSC Securities Corporation. Outside of financial advising, he is also a musician and operates a tax preparation business as a sole proprietor. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, with a range of portfolio management options and access to both proprietary and third-party investment strategies.

Michael Sorensen is a financial advisor with Charles Schwab in Lone Tree, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at T Rowe Price and Merrill Lynch Pierce, Fenner & Smith Incorporated. 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 combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Stephen Branston is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs approaches such as Monte Carlo simulations to model financial outcomes.

Chase Breslaw is a CFP® professional affiliated with Charles Schwab, with seven years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2019 and Charles Schwab Bank, SSB since 2022. Prior to that, he held roles at Uber and Colorado State University. Charles Schwab 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 and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Eric Biga is a financial advisor with Charles Schwab in Lone Tree, CO, holding Series 66, Series 63, and Series 65 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2014 and Charles Schwab Bank since 2021. Outside of his advisory role, he serves as a trustee on the board of Youth For Understanding USA, a nonprofit organization. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Timothy Reid is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked with firms including Lyft and Hedge Row. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, its advisory role to multiple registered investment companies, and its use of systematic methodologies and long-term asset allocation benchmarks.

Gregory Santora is a Financial Consultant at Fidelity Investments, a role he has held since 2026. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Workplace Planning Consultant from 2022 to 2024. Before joining Fidelity Investments, Gregory worked as an Active Trader Specialist at Charles Schwab from 2019 to 2022. Gregory holds an Arkansas Insurance License, which supports his expertise in financial and insurance planning. He focuses on creating personalized financial plans by understanding clients' unique situations and emphasizing integrity and clear communication. Outside of his professional work, Gregory enjoys family activities and engages in sports such as football, skiing, and tennis. He is also a pet owner.

Daniel Golden is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior work experience in renewable energy and telecommunications sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves multiple registered investment companies and fund-of-funds.

Stephen Moran is a financial advisor at Charles Schwab in Lone Tree, CO, holding Series 66 and Series 63 licenses with four years of industry experience. His prior work includes roles at the Department of Human Services and Jamie Russell State Farm. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and ongoing due diligence.

Samantha Calhoun is a Planning Consultant at Fidelity Investments, where she partners with individuals and families to create, implement, and monitor financial plans. She emphasizes the importance of financial plans that adjust and grow with clients over time. Her role leverages Fidelity's advanced planning tools and cost-effective investment platform to support clients in achieving their financial goals. Samantha has been with Fidelity Investments since 2022, progressing through roles including Fidelity Launch Associate, Investment Solutions Representative I, Financial Representative, and currently Planning Consultant. This experience has provided her with a comprehensive understanding of investment solutions and financial planning strategies. Outside of her professional work, Samantha enjoys cooking and baking, engaging in family activities, fitness, hiking, outdoor adventures, and traveling.

Carol Delong is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Denver Public Schools. Outside of her advisory role, she serves as Membership Chair on the Board of Directors for the Rotary Club of Five Points RiNo in Denver. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a focus on retirement-income planning for individuals meeting specific asset criteria. The firm’s retirement-income service uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations in partnership with its advisors.

Eric Srodulski is a financial advisor with Edward Jones in Denver, Colorado, holding a Series 66 designation and possessing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is a co-owner of a rental property in Denver. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Cynthia Hansen is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services. Outside of her advisory role, she advises her daughters on their baby bag business, LENA by Cassandra, LLC, and participates on a committee at the Colorado Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates both in-house and third-party managers.

Jorge Osuna Moya is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. He previously worked at T. Rowe Price Investment Service, Inc. and Wells Fargo Bank, N.A. He has been with Charles Schwab and its affiliated bank since 2017. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from its Center for Financial Research.

Elizabeth Barefoot is a financial advisor at Ameriprise with three years of industry experience. She previously worked at Hartmann Financial Advisors and spent seven years at Nordstrom before transitioning to financial services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Brian Casey is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and economic modeling to support client goals.

Zachary Southcott is a Financial Consultant at Fidelity Investments, where he assists clients in navigating life events through holistic financial planning. He has held various roles within Fidelity Investments since 2021, including Benefits & Planning Consultant, Investment Solutions Representative, 529 College Planning Specialist, Retirement Representative, and Customer Relationship Advocate. Prior to joining Fidelity, Zachary gained experience as a Retail Banking Intern at KeyBank in 2020. Zachary holds insurance licenses in Arkansas and California. Outside of his professional work, he has personal interests in food, running, skiing, and tennis.