Blaine Hancock is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, the University of Denver, Cintas, and the YMCA of Greater Des Moines. J.P. Morgan Securities LLC 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 approach.

David Young is a CFP®-certified financial advisor with 39 years of industry experience, currently practicing at UBS Financial Services in Denver, Colorado. He has been with UBS since 2013. Outside of his advisory work, he is involved with the Jefferson County Boys & Girls Club and has a privately held computer encryption services business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and delivering customized financial plans based on proprietary research and model-based asset allocations.

Grant Hunstiger is a financial advisor with Charles Schwab in Webster, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Carillon Fund Distributors, and Jackson National Life Distributors. 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 offers integrated brokerage, custody, and cash-sweep services.

Thomas Bawden is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Wells Fargo Advisors. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans and portfolio management. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Robert Statton is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2022. Prior to that, he was with Sanford C. Bernstein & Co. LLC from 2018 to 2022 and worked at Britestreet Energy from 2017 to 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers access to a broad range of products through its affiliations and regulatory registrations.

Michael Lutz is a financial advisor at Merrill with 14 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, following three years at UBS Financial Services. Outside of his advisory role, he co-owns a rental property used for Airbnb with family members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutions, supported by internal and third-party investment teams.

Shaun Seales is a financial advisor with LPL Financial in Greenwood Village, CO, holding Series 65 and Series 63 licenses and 20 years of industry experience. He has previously worked at Farmers Financial Solutions, Farmers Insurance, Lincoln Financial, Athene, VOYA Financial, and Crossroads Capital. Seales serves as president of the Heritage Hills Metro District Board, a non-profit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing research from LPL Research and third-party subadvisors, and provides discretionary and non-discretionary management options.

John Klaasen IV is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill Lynch. Klaasen is based in Denver, CO. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor strategies to client goals.

Tony Wittrock is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Legacy Private Wealth Partners. He is also involved with Wayfinder Financial Services in Greenwood Village, CO. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains notable capabilities in municipal and public finance.

Anthony Politi is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients to develop, implement, and monitor financial plans tailored to their individual and family needs. His approach emphasizes the importance of having a structured financial plan for the future. Anthony has been with Fidelity Investments since 2023, progressing through various roles including Financial Representative and Financial Operations Representative. He began his career at the firm as an Investor Center Intern. This experience has provided him with a comprehensive understanding of financial planning and client service within the investment industry. Outside of his professional work, Anthony enjoys activities such as board games, fitness, social events with friends, hiking, movies, and traveling.

Steven Ringquist is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Pamela Cook is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. She has worked at Kestra Investment Services and Kestra Advisory from 2019 to 2023 and at RBC Capital Markets from 2015 to 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bradley Rothhammer is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Woodbury Financial Services for 22 years before joining OSAIC in 2024. Outside of advising, Rothhammer serves as president of a company involved in the sales and service of insurance products and holds leadership roles in nonprofit organizations focused on fundraising for hospice care, cancer research, and programs supporting inner-city youth in the construction industry. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs firm-provided asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment products, supporting both discretionary and non-discretionary account management.

Maurice Nissim is a financial advisor at UBS Financial Services in Denver, Colorado, with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment solutions.

Steven Ross is a Series 66-licensed financial advisor with seven years of industry experience, currently with Merrill in Denver, CO. His prior experience includes roles at LPL Financial and Robinhood Markets, Inc. Outside of his advisory work, Ross serves as a commissioner on the City of Lone Tree Planning Commission and as a volunteer trustee for the Douglas County Library District Board of Trustees. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Dana Brayshaw is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, Dana worked at OSAIC and Signature Financial Partners, LLC, where they accumulated over a decade of experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joshua Burnley is the Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2014 in various roles culminating in his current position since 2020. In his role, Joshua analyzes each family's financial situation to develop plans that reflect their objectives, using a three-step process of understanding client values and goals, assessing their current financial situation, and providing guidance to achieve their goals. Before becoming Vice President, Joshua held multiple positions at Fidelity Investments, including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab from 2007 to 2014 in roles such as High Net Worth Representative, Active Trader Representative, and Registered Representative.

Erin Resetar is a financial advisor with Edward Jones in Westminster, CO, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JP Morgan Chase Bank and Ugly Dog Sports Cafe before joining Edward Jones. 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 strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Richard Lerner is a CFP® certified financial advisor with Raymond James Financial, where he has worked for 17 years. He has 37 years of industry experience and has also owned Lerner Financial LLC since 2007. Outside of his advisory role, he serves as co-trustee and power of attorney for family trust and estate responsibilities and is an agent affiliated with a long-term care insurance brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm utilizes tailored, analytical approaches and supports advisory programs alongside institutional consulting and portfolio management.

Anne Garland is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has been with LPL Financial since 2022 and is also involved with Fit Denver LLC, a business she has operated since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research support.