Courtney Feemster is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and eight years of industry experience. Their prior roles include positions at Fidelity Brokerage Services LLC and Heirloom Wealth Management, LLC. Outside of finance, Courtney has experience in the food service industry, having worked with GB Fish & Chips 2 Inc and Izakaya Den. Charles Schwab & Co., Inc. serves mainly 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, supported by multi-asset model portfolios and a centralized operational structure.

Andrew Wayland is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and several other financial firms. J.P. Morgan Securities 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Brian Vaught is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 credential and 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Bank One. Outside of his advisory role, he is a silent investor and co-owner of Onyx and Amber by CBRC, LLC, a non-distilling whiskey company. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Zachary Altman is a financial advisor with Cetera in Denver, CO, holding a Series 66 designation and seven years of industry experience. His career includes roles at Fortune Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. He is also involved in fixed insurance sales through various companies. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Paul Campbell is a Series 66-licensed financial advisor at Morgan Stanley in Denver, Colorado, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Baker & Hostetler LLP for four years and Pillsbury Winthrop Shaw Pittman LLP for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joseph Halpin is a CFP® professional with 12 years of industry experience, all of which has been with Edward Jones since 2014. He holds the Series 66 designation and is based in Littleton, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, affiliated mutual funds, and other investment solutions, supported by a large network of financial advisors and branch offices nationwide.

David Stewart IV is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Denver, CO. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jessie Deck is a financial advisor at UBS Financial Services with 16 years of industry experience. She has been with UBS since 2006 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Scott Staudenmier is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Raymond James & Associates and Charles Schwab, where he worked for over two decades across multiple Schwab entities. Outside of finance, he co-owns Rose Brooke Designs LLC, a business selling nature photographs and related products along with handmade earrings. He is part of The DDK Group at Baird, which serves high-net-worth individuals, families, institutions, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across a variety of traditional and non-traditional investment strategies.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.

Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Travis Loock is a financial advisor with Edward Jones in Littleton, CO, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Loock is a 50% co-owner of an optometry office, Loock Perfect Image Eyecare, in Highlands Ranch, CO. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of investment advisory programs and services through a nationwide network of financial advisors.

John Mitchell is a financial advisor with Merrill based in Denver, CO, holding a Series 66 designation and four years of industry experience. He has worked with Merrill and Merrill Lynch since 2018, with a brief period of unemployment in 2020–2021. Prior to his career in finance, he spent eight years working in education at the high school and middle school levels. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kim Winn is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015, working out of Westminster, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Andy Weinberg is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He has been with Fidelity Investments since 2013, progressing through positions including Financial Consultant and Investment Consultant. Prior to that, he worked at Charles Schwab from 2007 to 2013, serving as Registered Representative, Investment Consultant, and Financial Consultant. He holds a California Insurance License, supporting his professional activities in financial consulting and planning. Andy emphasizes the importance of individualized financial planning, viewing it as an ongoing journey tailored to each client's unique circumstances. Outside of his professional work, Andy enjoys golf, puzzles, skiing, soccer, theater, and traveling.

Jonathan Bobo is a financial advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. He has been with Fidelity Brokerage Services LLC since 2019 and joined Fidelity Investments in 2025. Prior to his financial career, he held brief positions in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory services. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, managing a range of investment products including multi-manager and fund-of-funds structures.

Michael Willeford is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1995 and focuses on providing wealth management services to high net-worth families, including corporate executives, entrepreneurs, and business owners. Michael specializes in addressing complex challenges faced by high net-worth investors, particularly in areas such as corporate executive services, executive compensation, and equity compensation services. Michael leads The Willeford Group, which offers a family office-like approach backed by over 60 years of combined experience and support from specialists across Merrill and Bank of America. The group's goal is to help clients build structured financial strategies that address compensation, taxes, and long-term planning through various career stages and market cycles. He holds a Bachelor of Science degree in Business Administration from the University of Colorado. Michael is active in community service and has volunteered as a board member of the ALS Association-Rocky Mountain Chapter since 2018. Outside of work, he enjoys fishing, golfing, reading, traveling, and yoga.

David Graehler is a financial advisor with Wells Fargo Clearing in Wheat Ridge, CO, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Merrill, JPMorgan Chase, and GutCheck, a Toluna Company. Outside of his advisory work, he serves as Treasurer for Developing Nepal, a nonprofit organization. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individuals, corporations, and institutions. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shauna Crawford is a financial advisor with RBC Capital Markets in Greenwood Village, CO, holding a Series 66 designation and 15 years of industry experience. She has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Krista Picco is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2009. Outside of her advisory work, she serves as a power of attorney and trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.