Isabela Tilles is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to her current role at Morgan Stanley since 2019, she worked at lululemon athletica in a customer service capacity and had positions at Citizens Securities, Inc., Citizens Bank, and Ann Taylor. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets through various financial planning and investment services.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.

Hunter Blevins is a financial advisor at Edward Jones in Aurora, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Cognizant for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Lynett is a financial advisor with Morgan Stanley in Denver, Colorado, holding a Series 66 designation and 18 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2025. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its approach includes structured discovery conversations and firm-approved planning tools, with services that range from retail to institutional offerings.

Caitlin Walsh is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and four years of industry experience. Her prior roles include positions at E*TRADE Securities LLC and several non-financial organizations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and operates across a broad platform including futures commission merchant activities and securities-backed lending programs.

Corrine Novak is a CFP® professional at LPL Financial with 11 years of industry experience, including 11 years at Edward Jones prior to joining LPL Financial. She holds the Series 66 designation and is based in Denver, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services through its extensive network of investment adviser representatives.

Catherine Maddox is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney LLC since 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Tyler Hirsch is a financial advisor at Morgan Stanley in Denver, Colorado, with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill for eight years. His background also includes roles at Boca Woods Country Club and Florida Atlantic University. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, incorporating structured financial planning tools and market analysis to develop tailored strategies. The firm manages approximately $2.74 trillion in client assets and offers its services both directly and through corporate financial planning agreements.

Kendra Thibault is a CFP®-credentialed financial advisor with Edward Jones, based in Aurora, CO, and has 10 years of industry experience. She previously worked at Transamerica Capital Inc for four years before joining Edward Jones in 2020. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Gibson is a financial advisor with MassMutual Investors Services in Denver, CO, holding CFP® and Series 66 credentials with 11 years of industry experience. He has been with Massachusetts Mutual Life Insurance Co and MML Investors Services LLC since 2014. Outside of advisory work, he owns oil and gas mineral rights. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools, focusing on collaborative, goal-oriented engagements.

Daniel Zufall is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at TIAA and Cetera Financial. Outside of his advisory work, he serves as an assistant high school girls basketball coach for the Byers School District. 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 guide its recommendations.

Alexa Tuers is a financial advisor at Morgan Stanley in Denver, CO, with three years of industry experience. She previously worked at Shelton Capital Management and Charles Schwab & Co., Inc. Alexa holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis.

Nathan Joy is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and one year of industry experience. He previously worked at UBS Financial Services Inc for four years and has a diverse background including roles in hospitality and education. Nathan also has experience in hotel and restaurant management outside the financial sector. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Erica Carpenter is a CFA® charterholder with 19 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. She has worked with various divisions of J.P. Morgan since 2006, including JPMorgan Chase Bank NA and J.P. Morgan Trust Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to investment recommendations.

Monica Schmitt is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2012. 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.

Daniel Ethington is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Wells Fargo, Camp Bow Wow Boulder, Academy Bank, Temple Grandin School, and Papa John's. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse clientele including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs tailored to client risk profiles, utilizing in-house and third-party investment managers and providing both discretionary and non-discretionary portfolio management services.

Marcus Kaufman is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, he held positions at D.A. Davidson and MVB Bank. Outside of finance, he worked in the sports retail and recreation sectors, including roles at Play it Again Sports and Lumberyard Hockey & Sports Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

David Shams is a Senior Financial Advisor at Merrill Lynch Wealth Management, based in the Downtown Denver office where he also serves as Resident Director. He specializes in holistic life wealth management planning, particularly focusing on family wealth management strategies, services for endowments, foundations, non-profits, charitable planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. Lending services are provided through Bank of America, N.A. David holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). David is a U.S. Army combat veteran and the oldest of five children. He earned a Bachelor of Science degree in Political Science from the United States Military Academy at West Point, a Master of Science in Geological Engineering from the Missouri University of Science and Technology, and an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. In addition to his professional responsibilities, David is involved with military and veterans organizations and causes. His personal interests include camping, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Lauren Maggio is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Outside of finance, she is the owner of Lauren Maggio Design LLC, an interior design business based in Boulder, Colorado. 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 applying an ESG eligibility framework in its investment recommendations.

Matthew Monks is a financial advisor with Ameriprise in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he manages his practice through an LLC. Ameriprise offers retirement-income planning services for individuals with significant investable assets, combining research and modeling to deliver tailored, tax-efficient recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.