William Simmermon is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with LPL Financial, having joined in 2023, and previously worked at Woodbury Financial Services and M Financial Group. 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, supported by research and model portfolios.

Byron Rayburn is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory work, he owns Rayburn & Associates, Inc., providing pension services, tax preparation, and consulting, and he has an interest in importing a tequila brand through Baja Billy Importers, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as annual collaborative engagements using analytical tools to guide investment category recommendations.

Baron Schwaninger is a financial advisor at Morgan Stanley with five years of industry experience. He previously worked at Merrill and Charles Schwab & Co., Inc. Outside of his advisory role, he also works part-time as a food delivery driver in Denver. Morgan Stanley Wealth Management offers a wide range of advisory programs for individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques.

William Larkin Jr. is a financial advisor at OSAIC with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials and previously worked at American Portfolios Financial Services, Inc. for nine years. Outside of his advisory work, he has been a basketball official since 2010. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to multiple investment platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios across various asset classes.

Shanya Yallaly is a financial advisor at UBS Financial Services with five years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Rockefeller Financial LLC, Merrill Lynch, GWFS Equities, and Fidelity Investments. Outside of finance, she coaches volleyball at both the high school level and a youth volleyball club in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering a range of capital markets and wealth management services.

Mitchell Markley is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and bringing 22 years of industry experience. He worked at Morgan Stanley Smith Barney for 11 years before joining UBS in 2020. Outside of his advisory role, he serves on the board of directors for the South Jeffco Sports Association, where he assists with financial matters related to youth sports activities. 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, supported by proprietary research and a broad platform of capital markets, custody, and lending solutions.

Mika Woods is a financial advisor with Morgan Stanley in Greenwood Village, CO, holding Series 63 and Series 66 designations and bringing seven years of industry experience. Prior to joining Morgan Stanley in 2026, Woods worked at Merrill for four years and spent a combined four years at U.S. Bancorp Investments, Inc. and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning services supported by structured planning tools and firm-approved methodologies.

Michelle Conrardy is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1999. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Samantha Qualteri is a financial advisor with LPL Financial, holding a Series 66 designation and based in Lakewood, Colorado. She has worked in the financial industry since 2014, previously holding positions at Bank of the West and BMO Bank N.A. before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

RJ Hedinger is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position he has held since 2025. In this role, he partners with clients to help them understand Fidelity's offerings, emphasizing the importance of forming strong relationships and maintaining trust, reliability, and competency. RJ has a progressive career at Fidelity Investments, starting as a Cost Basis and Tax Services Representative at National Financial Services in 2016-2017 before joining Fidelity as a Customer Relationship Advocate in 2017. He advanced through several roles including Financial Representative, Relationship Manager, Planning Consultant, and Wealth Management Planning Consultant before his current senior position. Outside of his professional responsibilities, RJ enjoys biking, attending concerts, golfing, hiking, skiing, and surfing.

Stephen Branston is a financial advisor at Morgan Stanley in Greenwood Village, CO, holding a Series 66 designation with 12 years of industry experience. He has worked at Morgan Stanley since 2018 and previously spent five years at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and employs approaches such as Monte Carlo simulations to model financial outcomes.

Alexander Savinar is a financial advisor with UBS Financial Services in Denver, Colorado, holding a Series 66 designation and possessing 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, Savinar serves as Treasurer and a member of the Board of Directors for CASA, a nonprofit supporting children in the juvenile court system. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a wide range of capital markets solutions through its platform.

Magali Lutz is a CFP®, ChFC®, and Series 66 licensed financial advisor with Edward Jones, where she has worked since 2007. She has 18 years of industry experience. Outside of her advisory role, she is involved with Northfield Commons, a real-estate development investment in Boulder, Colorado. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets through a large network of advisors and branch offices. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carol Delong is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Denver Public Schools. Outside of her advisory role, she serves as Membership Chair on the Board of Directors for the Rotary Club of Five Points RiNo in Denver. Ameriprise provides a range of advisory, brokerage, and insurance solutions, with a focus on retirement-income planning for individuals meeting specific asset criteria. The firm’s retirement-income service uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations in partnership with its advisors.

Eric Srodulski is a financial advisor with Edward Jones in Denver, Colorado, holding a Series 66 designation and possessing 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is a co-owner of a rental property in Denver. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Geoffrey Meyer is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 20 years of industry experience. He has been with UBS since 2013. Meyer serves on the Board of Trustees for Crossroads Church, overseeing financial matters and reporting. 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 allocation.

Cynthia Hansen is a financial advisor at RBC Capital Markets with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services. Outside of her advisory role, she advises her daughters on their baby bag business, LENA by Cassandra, LLC, and participates on a committee at the Colorado Golf Club. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm employs tailored strategies based on client risk profiles and integrates both in-house and third-party managers.

Edward Douglass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Transamerica Capital Inc. He serves as a board member and finance committee member for The Park People, a community organization focused on planting trees and improving parks in Denver. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and integrating an ESG eligibility framework in its investment recommendations.

Erin Stockmyer is a financial advisor at Equitable Advisors based in Denver, CO, holding a Series 66 designation with three years of industry experience. Prior to joining Equitable Advisors, she worked at American Heat Cool LLC and also has experience as a homemaker and in academic settings at Regis University and Red Rocks Community College. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory models through a network of Investment Adviser Representatives, often utilizing third-party asset managers and programs to deliver solutions tailored to client risk tolerance and investment goals.

Elizabeth Barefoot is a financial advisor at Ameriprise with three years of industry experience. She previously worked at Hartmann Financial Advisors and spent seven years at Nordstrom before transitioning to financial services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.