Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities in 2019, Hua Hui Li worked at Best Buy for seven years. 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, including an ESG eligibility framework in its investment approach.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Sara Hemmings is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Hemmings serves as a board member for A Woman's Place, a community organization in Greeley, Colorado. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Brandon Fox is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. His prior roles include positions at Legg Mason Investor Services, Franklin Templeton Financial Services, and Franklin Templeton Distributors. Outside the financial industry, he has experience working at Pita Pit and attended Florida State University. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gweneth Marter is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and provides tools and strategies to support their financial goals. She has held her current position since 2025. Prior to this role, Gweneth worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, she gained experience at Vanguard, serving as an Ultra High Net Worth Client Consultant Supervisor from 2021 to 2023, a High Net Worth Service Administrator in 2021, and an Ultra High Net Worth Client Consultant from 2017 to 2021. Outside of her professional career, Gweneth enjoys spending time with friends at social events and engaging in outdoor activities such as hiking, running, and skiing.

Mark Duffy is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2020, following previous roles at BOK Financial Securities and Equitable Advisors. Outside of his advisory role, he is principal of a consulting firm that provides advice and documentation review to business owners. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, combining manager-traded and model-traded strategies with internal research and tools.

Caleb Theisen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for three years at Ziggis Coffee. 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 range of discretionary and non-discretionary investment strategies supported by a network of more than 23,700 financial advisors nationwide.

Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Shakti Davis is a financial advisor at Edward Jones in Boulder, CO, with seven years of industry experience. Davis holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Davis worked in the hospitality and education sectors and has been involved in high school wrestling supervision through the Colorado Wrestling Officials Association, where Davis serves as president overseeing statewide development efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a large nationwide network of financial advisors.

Geoffrey Sweezy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors, Inc. from 2007 to 2022. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Erin Boice is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at Colorado State University and CrossFit Terra Nova. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.

Brittany Urband is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2005. Outside of her advisory role, she serves on the investment committee of the Children's Hospital of Colorado Foundation. 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 combination of advisory and brokerage capabilities.

Zachary Campbell is a financial advisor with Charles Schwab in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked with Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2017. Prior to joining Schwab, he spent one year at Colorado State University. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Nimrit Kaur is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at EquiQuant, Charles Schwab, and Charter Communications. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and advanced modeling tools.

Scott Elwell is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2011. In his current role, he partners with high-net-worth and ultra-high-net-worth families to develop customized financial plans. Scott emphasizes a collaborative process to understand clients' unique financial goals and needs, aiming to create strategies that are straightforward and tailored to each individual. With more than 15 years of industry experience, Scott has held various positions at Fidelity Investments, progressing from Financial Representative to his current leadership role. He focuses on building lasting relationships with clients and delivering personalized financial advice. Outside of his professional work, Scott enjoys art, family activities, golf, hiking, skiing, and tennis.

Richard Parker is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Brittney Gunning is a CFP®-certified financial advisor with nine years of industry experience, currently with Wells Fargo Clearing since 2017. She previously worked at UBS Private Wealth Management from 2015 to 2017. Outside of her advisory role, she has been involved with Kula Yoga Center since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs, than typical large institutional advisers.

Amy Brown is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2023, she worked with the Chicago Cosmetologists Association, Inc. and the Park Ridge School District 64. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.