Matthew Schirber is a CFP® with 20 years of experience in financial advising, currently affiliated with Raymond James Financial in Glendale, CO. He previously worked at Edward Jones for 12 years before joining Raymond James and operating Schirber Capital LLC. Outside of advising, he serves as co-trustee on a revocable living trust and is involved in property management partnerships. 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 institutions. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports institutional consulting and portfolio management across a large network of advisors.

Christopher Kruger is a CFP® and holds a Series 66 license. He has 11 years of experience and has been with Edward Jones in Lakewood, CO since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions, including tax-efficient services and discretionary and non-discretionary wrap fee strategies.

Janelle Frasier is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of a commercial condo rental business in Boulder, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Glasgow is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over thirty years of experience as a financial advisor, he specializes in helping clients achieve their personal financial goals through customized wealth management strategies. His expertise includes investment selection and management, retirement planning, tax minimization, foundation creation, wealth transfer strategies, trust and estate planning, insurance and survivorship planning, and college funding. John holds a Bachelor's Degree from Ripon College and a Master's Degree from Oxford Polytechnic University in England. He is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He regularly studies various aspects of investments and financial services to enhance the advice and recommendations provided to his clients. John conducts his work with an emphasis on understanding clients’ unique priorities and simplifying complex financial planning. In addition to his professional work, John is involved in his community as a member of the Wilmette Harbor Rotary Club. He speaks both English and German.

Sheena Terry is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also serving at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Howard Schuster is a CFP® professional with 23 years of experience in financial services. He has been with MML Investors Services, Inc. and MassMutual since 2005. In addition to his advisory role, Schuster is involved in outside insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Riley Baker is a financial advisor at UBS Financial Services in Denver, CO, holding a Series 66 designation with less than one year of industry experience. Prior to joining UBS, Baker held positions at Reformation, Arrow Electronics, Vuori, and Kinder Care, as well as roles in education at Castle View High School and the University of Denver. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Stephen Demyanovich is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation. He joined Edward Jones in 2025 after 23 years at MediaNews Group and five years at Gannett Media. Outside of his advisory role, he is a minority owner of a property management business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

William Kobernusz is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc for 12 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Sharon Starkey is a CFP® professional with 27 years of experience in the financial services industry. She is currently with Wells Fargo Advisors, where she has worked since 2009 across affiliated entities. Prior to this, she was with A. G. Edwards & Sons, Inc. She also owns Starkey Financial Group LLC, a financial consulting business based in Lakewood, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with unique needs, using proprietary research and tools to develop tailored recommendations.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

William Werley Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Outside of advising, he serves as president of the Los Amigos II Towne Homeowner's Association in Palm Valley, TX. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm uses research-based investment strategies and supports a broad range of financial products through bank and insurance affiliates.

Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill and has previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a variety of portfolio implementation options and tax-aware strategies.

Brian Kelso is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He has worked at Robert W. Baird & Co. since 2009, with a brief tenure at Public Trust Advisors, LLC from 2020 to 2021. He is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, and provides both discretionary and non-discretionary management options.

David Beebe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Courtney Wilhelm is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Baird in 2023, Wilhelm worked at Morgan Stanley from 2021 to 2023. Robert Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, offering services to individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and a range of advisory solutions supported by internal research, manager selection, and distinctive municipal advisory services.

Marianna Tabares is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James in 2025, she worked at TIAA and TIAA-CREF for four years. Her work history also includes positions outside finance, such as at Whole Foods and Land Title Guarantee Company. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.