Frank Fresquez Jr. is a financial advisor with Robert Baird & Co. in Denver, Colorado, holding a Series 66 designation and eight years of industry experience. He previously worked at Wells Fargo Clearing for six years and Elevations Credit Union for two years before joining Baird in 2023. 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 provides customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Jun Simmons is a Planning Consultant at Fidelity Investments, where they support wealth management teams by creating financial plans and fostering long-term client relationships based on transparency and trust. They aim to assist clients in making confident decisions regarding their financial future. Jun has been with Fidelity Investments since 2023, progressing from roles as a Customer Relationship Advocate to Financial Representative before becoming a Planning Consultant in 2025. Prior to joining Fidelity, Jun worked as an Associate Banker at Chase Bank in 2022. Their professional experience includes client relationship management and financial planning support within the investment and banking sectors. Outside of work, Jun's personal interests include beach activities, concerts, fitness, football, swimming, and traveling.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

Shawn Fowler is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Fowler is a partner in family investment firms TNF Investments LLP and Fowler Investments LLC and is involved as sole proprietor in recreational investment ventures. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning that leverages firm‑approved tools and market simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lee Derose is a financial advisor at RBC Capital Markets with 16 years of industry experience and holds a Series 66 designation. He has worked at RBC Capital Markets since 2010 and is also affiliated with City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves primarily 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 a range of multi-asset model portfolios and alternative investment options.

Tara Gignac is a Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in wealth management. She works with clients across the United States to execute tax-efficient strategies that align with their individual goals and needs. Tara specializes in areas such as family wealth management, legacy planning, liquidity management, personal retirement planning, and services tailored to endowments, foundations, non-profits, and women and wealth. Her expertise includes guiding clients through major life and wealth stages, simplifying complex financial situations, and planning for events such as college, retirement, or liquidity events like the sale of a home or business. Tara offers a range of strategies covering investment risk management, credit and lending through Bank of America, alternative investments, trust and estate planning services via Bank of America Private Bank, and philanthropy. Tara holds a BA in Linguistics from the University of Maryland, College Park, and has earned the Personal Investment Advisor (PIA) designation. Outside of her professional work, she maintains an interest in cooking, gardening, surfing, and traveling, and is involved with the community group We Dont Waste.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Margaret Ladd is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2017, following two years at UBS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

David Lubchenco is a financial advisor at Robert W. Baird & Co. with 30 years of industry experience. He has been with Robert W. Baird & Co. since 2016 and holds Series 63 and Series 65 licenses. Robert W. Baird & Co.'s DDK Group serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services such as financial planning, portfolio management, and custody and brokerage services, utilizing a combination of manager-traded and model-traded strategies supported by internal research and investment professionals.

Claire Vanderhart is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, she was involved in operating Cyl Sauna Studio. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets.

Lauren Griffin is a financial advisor at Robert W. Baird & Co. with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Robert W. Baird & Co. since 2018, following prior roles at TD Ameritrade and Scottrade. The DDK Group, part of Baird’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients, offering financial planning, discretionary and non-discretionary portfolio management, and brokerage services. Baird employs a combination of manager-traded and model-traded strategies, tax management techniques, and internal research, managing approximately $394 billion in regulatory assets as of December 2025.

Jason Hofmann is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs for six years. 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 to support its recommendations.

Jack Pierre is a financial advisor at Edward Jones in Denver, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Pruco Securities LLC and The Prudential Insurance Company of America, as well as positions at the University of Colorado. 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 strategies, supported by a large network of advisors and branch offices, and operates under a fiduciary standard.

Phillip Correa is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to maximize their relationships with Fidelity and utilize the tools and resources available to them. Prior to this, he served as a Workplace Planning Consultant at Fidelity's Investor Centers from 2021 to 2024. Phillip focuses on creating personalized financial plans that align with clients' individual goals and aspirations. His experience encompasses benefits consulting and financial planning within the context of workplace and executive services.

Max Vezzani is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Prior to joining Schwab, he worked at Lululemon and Towne Park - Halcyon Hotel. Charles Schwab & Co., Inc. serves primarily 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by centralized supervision and custody.

Susan Mamer is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a trustee for her mother’s investment-related matters. Wells Fargo Advisors is a national securities firm providing 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Lynn Annan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, she worked for Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 advisory programs and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.