Clelio Boccato is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his financial advisory practice in 2011. He is a member of the JB Group, advising affluent client families nationally across diverse industries. Clelio collaborates with his teammates to deliver client-centric advisory experiences, focusing on strategic financial insights and customized wealth management strategies that align with clients' life narratives. Prior to his financial career, Clelio worked as a project manager on notable films such as Erin Brockovich, Traffic, Ocean's Eleven, and Ocean's Twelve. He brings his extensive collaborative experience and interest in narrative development to his advisory practice. His expertise encompasses areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing. A California native, Clelio attended Loyola High School of Los Angeles before earning a bachelor's degree from the University of California, Berkeley, where he was a football scholar-athlete. He holds an MBA from the University of Southern California's Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER4850975253 4)tM, Chartered SRI Counselor (CSRIC), and Chartered Advisor in Philanthropy (CAP) certificant. Clelio resides in Denver, Colorado, with his wife and children, and enjoys activities such as baseball, basketball, cooking, football, music, skiing, traveling, watching movies, and writing.

Mark Nicolet is a CFP®-designated financial advisor at Robert W. Baird & Co. in Denver, CO, with 12 years of industry experience. His prior roles include positions at LPL Financial, Trilogy Capital, and National Planning Corporation. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals and risk tolerances.

John Hiles is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes through its Global Investment Committee's Secular Return Estimates and Monte Carlo simulations.

Amin Dabit is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2023. His prior roles include positions at AD Capital, Alto Solutions, and Personal Capital Advisors. Outside of his advisory work, he is the owner of AD Capital, a holding company for industrial real estate. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Noel Wickwar is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 23 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide 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 planning process supported by firm-approved tools and analytics.

Thomas Blythe II is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 13 years of industry experience. His professional background includes nine years at Janus Management Holdings Corp and Janus Distributors LLC, followed by his current role at Merrill and Bank of America since 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Chad Stimpson is a financial advisor with Equitable Advisors in Denver, CO, holding a Series 66 designation and nine years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at AXA Advisors, LLC. from 2017 to 2020. Prior to his financial services career, he worked at BB King's Blues Club from 2015 to 2017. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Aidan Cabraja is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at Amazon and spent time in academic roles at Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety 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 planning process utilizing firm-approved tools and market simulations.

Summer Verdugo is a financial advisor at Edelman Financial Engines with three years of industry experience. She previously worked at UBS Financial Services Inc and Stifel Nicolaus. Outside of her advisory role, she owns SUMoutdoorAdventures, an e-commerce business focused on outdoor products. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Matthew Barney is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2005, holding various roles including Financial Consultant, Investment Consultant, Financial Representative, and Investment Representative. Matthew is a board-certified financial planner (CFP®) with over 20 years of experience in financial consulting. His expertise lies in helping families and individuals develop personalized financial plans tailored to their unique needs. He works collaboratively with clients to build, improve, and monitor their financial strategies over time. He holds a California Insurance License. Outside of his professional work, Matthew's personal interests include fitness, playing musical instruments, music, and reading.

Nicole Schmidt is an Executive Planning Consultant at Fidelity Investments. In her current role, she partners with clients to build and implement financial plans aimed at strengthening their financial well-being and achieving their financial goals through benefits optimization and holistic wealth planning. Nicole has extensive experience in wealth management and financial planning. She has held various roles at Fidelity Investments since 2022, including Benefits & Planning Consultant. Prior to that, she worked at TIAA from 2014 to 2020 in positions such as Wealth Management Client Relationship Consultant, Money Movement Specialist, and Client Service Assistant. Outside of her professional responsibilities, Nicole enjoys camping, outdoor adventures, parenting, sailing, skiing, and traveling.

Candace Allen is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Wells Fargo in various roles since 2009. Outside of her advisory work, Allen serves as a power of attorney and trustee for family trusts and estates. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines research and planning tools with flexible implementation options, serving clients who meet specific net-worth criteria.

Andrew Thibodeau is a Planning Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans tailored to their goals, lifestyles, and needs. He focuses on building relationships through education and trust to help clients work toward financial freedom. Andrew has held multiple roles at Fidelity Investments since 2021, including Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. His experience spans various client service and financial planning capacities within the firm. Outside of his professional work, Andrew enjoys spending time with friends at social events and engaging in outdoor activities such as golf, skiing, soccer, and lake adventures.

Lindsay Whetton is a financial advisor at Edelman Financial Engines with 32 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TIAA-CREF, OppenheimerFunds, and Envision Financial Systems. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, managing diversified model portfolios with a long-term investment approach.

Clayton Shearer is a CFP®-credentialed financial advisor with 19 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2017. His prior experience includes roles at A & I Financial Services and Geneos Wealth Management. Outside of advisory work, he is involved in community organizations, serving as a board member for the Broomfield Rotary Foundation and the Eagle Shadow South HOA, and owns businesses including a tax and accounting service and a financial group partnership. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent professionals using a variety of investment platforms and proprietary and third-party model strategies.

Julie Jenkot is a financial advisor at Edward Jones in Lakewood, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked in healthcare-related roles, including positions at Guardian Angels Health Center and Suburban Gynecology. 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 strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Andrew Kim is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, and Client Management Representative. Prior to joining Fidelity, Andrew worked as a Retirement Consultant at GWFS Equities, J.P. Morgan Institutional Investments, and Chase Investment Services, as well as serving as an Individual Consultant for Advisory Investment Services at TIAA-CREF and a Retirement Education Specialist at J.P. Morgan Institutional Investments. With over 20 years of experience in the financial industry, Andrew specializes in assisting high net worth clients with comprehensive financial planning. He focuses on developing, implementing, and maintaining personalized financial strategies to help clients pursue their financial goals. Outside of his professional work, Andrew enjoys snowboarding and traveling.

Sean O'Kelly is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Hailey Baldwin is a financial advisor with Fidelity in Denver, CO. She holds Series 66 and Series 63 designations and has one year of industry experience. Her prior work includes roles at Chubb, Janus Henderson Investors, and university positions at the University of Colorado Boulder. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.