Austin Trevino is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and eight years of industry experience. Before joining UBS in 2017, he served five years in the United States Air Force. He is also the Treasurer for the United States Air Force Academy Association of Graduates Denver Chapter, where he helps manage the budget for alumni networking events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a wide range of services including fee-based planning, portfolio management, and capital markets activities.

Jason Gocke is a CFP® professional with 18 years of industry experience, all of which have been with Edward Jones since 2008. He holds a Series 66 designation and is based in Thornton, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a broad range of advisory programs and managed solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jason Lord is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the board of directors for The Garage, a nonprofit community workspace supporting rural entrepreneurs in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and offering a broad suite of financial products and services.

Kelly Stewart is a financial advisor with Raymond James & Associates in Boulder, CO, holding Series 63 and Series 66 licenses and 22 years of industry experience. Prior to joining Raymond James in 2020, Stewart worked at J.P. Morgan Securities for eight years and Bank One for eighteen years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutional clients, and various organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a broad range of portfolio management styles.

Kate Palmer is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities, J.P. Morgan Chase Bank, Bank of America, Merrill, and INV3RT. Outside of her advisory work, she serves as a board member of the Porsche Club of America’s Rocky Mountain Region. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models to support clients’ financial goals and offers a broad range of investment and planning solutions.

Angella Wright is a Series 66-credentialed financial advisor with Morgan Stanley in Denver, Colorado, and has 21 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides a range of investment products and services through its extensive platform.

Kyle Zeller is a financial advisor with Morgan Stanley based in Denver, Colorado. He holds a Series 66 designation and has five years of industry experience. Prior to his current role at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, he has held positions at several firms and organizations including Eccentric Stone and the University of Colorado. Outside of his advisory work, he is also a musician and DJ operating under the name Emerald Wells. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its financial planning services.

Adam Manguno is a financial advisor at OSAIC in Denver, CO, with eight years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Edward Jones. Outside of financial advising, he is involved in a translation business focused on mining and energy products, assisting as an intermediary for Spanish language translation. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and multiple platform options to construct portfolios across various investment types.

Robert Malone is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and its affiliated firms since 2015. Outside of his advisory role, he is an independent associate for a natural food supplements company, UnivEra. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and various retirement services, supported by a large network of advisors and multiple program structures.

Michael Gray is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2010. 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 investment guidance and access to discretionary separately managed accounts, providing clients with a range of multi-asset model portfolios and an integrated platform for advisory, brokerage, custody, and cash-sweep services.

James Shields is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he spent 13 years at Towle & Co. He also manages Shields Advisory LLC. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ricardo Ortega is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2020. Prior to his career in finance, his experience includes roles in retail and university settings. 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 investment recommendations.

James Kanai is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services, Inc., Merrill, Bank of America, and Charles Schwab. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager searches, and customized performance reporting with a focus on quantitative modeling and ESG considerations.

Johan Morris is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. His work history includes roles at Calvin Enterprises, Inc., PFS Investments Inc., and Primerica Financial Services, spanning over two decades. Outside of advisory services, he is involved in the sale of home-related products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

Alan Reifler is a CFP® professional with 25 years of experience, currently serving at RBC Capital Markets and City National Bank in Denver, CO. He has been with RBC Capital Markets since 2008 and City National Bank since 2019. Outside of finance, he performs stand-up comedy as an owner and active comedian. He also serves on the advisory board of the Kavod Senior Life Foundation, participating in investment reviews and fundraising activities. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and charitable clients with tailored investment strategies and offers a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm integrates in-house and third-party investment managers and offers various portfolio administration options and alternative investments.

Connor Van Keuren is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to understand their personal and financial goals and helps build customized financial plans tailored to their unique needs. He emphasizes collaboration and continuous communication to identify strategies for ongoing improvement of these plans. Prior to his current position, Connor held roles at Fidelity Investments including Regional Investment Consultant from 2016 to 2020 and Investment Solutions Representative from 2014 to 2016. These positions have contributed to his experience and expertise in financial consulting and investment solutions. Outside of his professional work, Connor has interests that include family activities, fitness, food, football, golf, and parenthood.

Jamie Engelking is a financial advisor at UBS Financial Services with 27 years of industry experience. Prior to joining UBS in 2023, she worked at Bank of America and Merrill Lynch. She holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial services including custody, underwriting, and securities-backed lending.

Anita Molacek is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has been affiliated with PFSI Investments Inc. and Primerica Financial Services since 2017 and previously operated a cleaning business, C.R.S. Cleaning, LLC. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses a tiered percentage-based fee model, offering multiple investment approaches implemented in partnership with BNY Mellon Advisors.

Thomas Mueller is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Mueller is also employed by Executive Compensation, Inc., where he assists employers in administering retirement plans. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering collaborative, annual planning engagements that emphasize investment strategy recommendations without discretionary authority.

Matthew Ruplinger is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and three years of industry experience. His prior work includes roles at the Milwaukee County Medical Examiner and Marquette University. Robert W. Baird & Co.’s Private Wealth Management department, including The DDK Group team, serves individuals, corporate clients, pension plans, and charitable organizations with financial planning, portfolio management, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, tax management, and uses internal research and technology, including artificial intelligence, in its advisory process.