Mark Stutzman is a financial advisor at Morgan Stanley in Denver, Colorado, with 25 years of industry experience. He holds Series 63, 65, and 66 credentials and previously worked at E*TRADE Capital Management and E*TRADE Securities from 2001 to 2023. Outside of finance, he is a voiceover actor involved in art and culture activities in Nathrop, Colorado, and has plans to form an LLC related to real estate. Morgan Stanley Wealth Management offers a wide range of advisory services to individuals and institutional clients, focusing on tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Michael Moore is a Series 66-registered financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He has worked previously at LPL Financial, Trilogy Capital, National Planning Corporation, and Trilogy Financial Services. Moore serves as President of the Cherry Creek Chamber of Commerce Young Professional Advisory Board and is involved with the Colorado Judicial Institute, Juggernaut Cargo Bikes, and the Wish for Wheels charity. He is part of the DDK Group within Baird’s Private Wealth Management department, which offers comprehensive financial planning and portfolio management services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a combination of manager-traded and model-traded strategies, tax-managed approaches, and ongoing investment research to serve its clients.

Anastasia Ondek is a financial advisor at Morgan Stanley in Denver, CO, with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Chase Rodawig is a financial advisor at UBS Financial Services with 13 years of industry experience. He previously worked at Cresset Asset Management, Custos Family Office, and JPMorgan Chase & Co. Outside of finance, he is a co-owner of Mow Time Partners, a residential lawn mowing company. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and market-making services.

Christian Rodak is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Sigma Financial Corporation and BBVA. Outside of his advisory work, he is involved with mortgage and real estate services through a home-based business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and third-party research to support both discretionary and non-discretionary management strategies.

Matthew La Marche is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2011. Outside of his advisory role, he is the proprietor of COTRANS ENERGY LLC, a business involved in oil pipeline logistics. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Chance Dahle is a financial advisor at Ameriprise with six years of industry experience. He has worked previously at The Central Trust Bank, LPL Financial, and Northwestern Mutual, and was involved with University of Missouri Athletics prior to his advisory career. Dahle holds Series 63 and Series 66 licenses. Ameriprise offers a retirement-income planning service primarily for individuals with at least $1 million in investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized retirement-income consulting team.

Trinity Clancy is a financial advisor at LPL Financial with nine years of industry experience. She holds a Series 65 designation and has worked at firms including Transamerica Financial Advisors and World Financial Group. Outside of her advisory role, she is involved with Infinity Insurance Strategies, Inc., an insurance agency. 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 variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to research from LPL and third-party sources.

Remington Rabins is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities LLC since 2018. Rabins serves as a board member for Ronald McDonald House Charities Denver, which provides free housing to families with seriously ill children receiving care in the area. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm combines these with an ESG eligibility framework and provides non-discretionary advice through a select group of Wealth Advisors.

Andrew Mouw is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Baker Tilly and involvement with various organizations such as Momentum Volleyball Club and Grand Canyon University Beach Volleyball. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Donald Jaramillo is a ChFC®-designated financial advisor with 24 years of industry experience, currently with Edward Jones since 2022. His prior experience includes a four-year tenure at COUNTRY Capital Management Company. Outside of his advisory role, he owns a family business LLC related to a property in Golden, Colorado. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Timothy Stenger is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Transamerica and JP Morgan Securities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Christine Plentyhoops is a financial advisor with Primerica Advisors in Parker, Colorado, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Her other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Westley Wilson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021. Prior to that, he was employed at BNY Mellon from 2017 to 2021. 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.

Bailey Conley is a financial advisor at LPL Financial with a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2019, Bailey worked at Randstad and UC San Diego. 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, supported by research and model portfolios from various sources.

Hector Santamaria II is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Excellos, and Fate Therapeutics, among others. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools, with investment strategies supported by the firm’s Global Investment Committee.

Rick Berry is a financial advisor with Morgan Stanley in Denver, CO, holding Series 65 and Series 63 credentials and 14 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Outside of his advisory role, Berry is involved with Kroenke Sports and Entertainment, endorsing the Game of Hockey. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory services to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides various investment programs alongside brokerage and principal trading activities.

Andrea Ervin is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008, with a brief period of unemployment in 2022. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, and brokerage services, tailored to clients’ Advisory Risk Profiles and implemented through various investment managers and strategies.

Nathan Richter is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Thrivent Financial since 2020. Outside of his advisory role, Richter tutors high school students in ACT preparation. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial planning without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option called “WealthPlan.”