Hailey Baldwin is a financial advisor at Fidelity with Series 63 and Series 66 credentials and less than one year of industry experience. Her prior roles include positions at Chubb, Janus Henderson Investors, and multiple engagements at the University of Colorado Boulder. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a range of clients including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Brett Weaver is a financial advisor with Wells Fargo Clearing in Westminster, CO, holding a Series 66 designation and seven years of industry experience. His prior work includes five years at Ameriprise and five years at Visionworks. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to guide investment selections.

Philip Doerner is a financial advisor at Edward Jones in Brighton, CO, holding the CFP®, ChFC®, and Series 66 designations with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Alex Fortman is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments since 2025. In this role, Alex partners with executives to help them understand their employer benefits and pursue their financial goals. Alex emphasizes building strong relationships with clients to align Fidelity's strategies with their personal and professional objectives. Alex has held multiple positions within Fidelity Investments, progressing from Customer Relationship Advocate (2022-2023), to Investment Solutions Representative I (2023-2024), then Investment Solutions Representative II (2024-2025), before assuming the current consultant role. This experience has provided Alex with a strong foundation in investment solutions and client relationship management.

Quinton Morckel is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having five years of industry experience. His prior work includes roles at Fidelity Investments and U.S. Bank. 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 to guide investment recommendations.

Curt Garner is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Edward Jones, Garner co-owned Timberline Coffee Company LLC and has maintained bookkeeping services for churches and nonprofits through Forest Financial LLC since 2000. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Jessica Tai is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Morgan Stanley. Tai is based in Denver, CO. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals, employing a range of investment strategies and offering both discretionary and non-discretionary management options.

Courtney Sackett is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Schwab, Courtney worked at TD Ameritrade and Charles Schwab Bank and has been involved with nonprofit and educational organizations. She serves on the board of the Cancer League of Colorado Foundation, contributing to fundraising and awareness efforts. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary separate managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Melissa Levesque is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Merrill, and LPL Financial. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

John Andersen Kirtland is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and utilizes research from Wells Fargo Investment Institute alongside third-party analytics in its investment approach.

Anthony Urrutia is a financial advisor at LPL Financial with eight years of industry experience and a Series 66 designation. He has worked at LPL Financial since 2021, and prior to that held roles at Waddell & Reed, Edward Jones, and Farmers Financial Solutions. Outside of finance, he is involved in basketball player development and training, a business he has operated since 2018. 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 advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform of investment strategies and advisor tools.

Connor Hamilton is a Series 66 licensed financial advisor at UBS Financial Services with three years of industry experience. He has worked at UBS since 2022 and previously held a position at Sierra. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor strategies aligned with client goals and risk tolerances.

Mirian Trejo is a Series 66-licensed financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. Prior to joining Morgan Stanley, she held roles at U.S. Bancorp Advisors, U.S. Bank, Bank of America, Merrill Lynch, and other financial institutions. Outside of her advisory work, she manages a rental property business. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates structured discovery and firm-approved tools.

Whitney Redler is a Branch Leader at Fidelity Investments, a role she has held since 2026. In this position, she leads teams that collaborate with clients to develop financial plans by understanding their goals, concerns, and investment experience. Her teams provide personalized guidance and strategies aimed at helping clients achieve their financial objectives. Her experience at Fidelity Investments spans from 2020 to the present, including roles such as Team Leader in Advisory Services and Investment Solutions, Onboarding Team Leader, and Customer Relationship Advocate. This progression reflects a focus on client service and leadership within the financial services sector. Outside of her professional responsibilities, Whitney's interests include comedy, cooking and baking, fitness, reading, and volunteering.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

John Drennan is Vice President Private Wealth Management Advisor at Fidelity Investments. He has held this role since 2016, following his position as Vice President, Financial Consultant at Fidelity from 2014 to 2016. Prior to that, he served as a Regional Planning Consultant at Fidelity from 2011 to 2014. John holds a California Insurance License. He focuses on understanding the priorities of his clients and their families to provide insight and guidance aimed at achieving their investment and planning objectives. Outside of his professional work, John enjoys biking, boating, fishing, hiking, scuba diving, and skiing.

Robert Campbell is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Raymond James since 2015. Outside of his advisory role, Campbell serves as Treasurer and Board Member of the Denver Club, a nonprofit organization. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs while emphasizing non-discretionary planning relationships.

Brandon Meyer is a Series 66 licensed financial advisor with Morgan Stanley in Denver, Colorado, bringing four years of industry experience. His career includes roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Services Group, Inc., as well as prior work with the City of Columbus Parks & Recreation and The Ohio State University RPAC. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.