Glenn Rose is a CERTIFIED FINANCIAL PLANNER™ with 26 years of industry experience. He is currently affiliated with LPL Financial, where he has worked since 2017. Prior to that, he was with Trilogy Capital, Inc. and National Planning Corp. He also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm offers a range of investment solutions including financial planning, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Morgan Harris is a Planning Consultant at Fidelity Investments, where they collaborate with Financial Consultants to deliver comprehensive financial planning services. Morgan is dedicated to cultivating trust and providing reliable support to clients and their families. Morgan joined Fidelity Investments in 2020, holding positions including High Net Worth Service Associate and Relationship Manager before becoming a Planning Consultant in 2023. Their experience spans various roles within the company, contributing to their expertise in financial planning and client service. Outside of work, Morgan enjoys golf, outdoor adventures, skiing, surfing, and traveling.

Julie Shoemaker is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is involved in a technology-related business based in Castle Pines, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support its financial planning process.

Julie Gilewicz is a financial advisor at UBS Financial Services with 16 years of industry experience. She holds a Series 66 designation and has worked at firms including Merrill and Morgan Stanley. In addition to her advisory work, she is an independent travel advisor for Cruise Planners-Voyage Vacations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and capital market assumptions to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including portfolio management, financial planning, and capital markets activities.

Marcel Wehr is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also operates a CPA practice and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary model strategies, with tailored approaches to meet client objectives.

Michael Malarney Jr. is a financial advisor with Ameriprise in Denver, CO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Ameriprise and its affiliated firms since 2010. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Julian Ka is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2021 and previously held positions at Bank of America, Bestbuy, the University of Colorado Boulder, Chick-fil-A, and Sand Creek High School. Merrill, in conjunction with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Dill is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 designation and 18 years of industry experience. He has been with RBC since 2005, formerly known as RBC Dain Rauscher. Outside of his advisory role, Brandon is involved in community and artistic activities, including composing music for theatrical productions and serving as Choir Director at Immaculate Heart of Mary Roman Catholic Church. RBC Wealth Management serves a diverse client base, including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through multiple managers and emphasizes integrated portfolio management solutions.

Zachary Ziccardi is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and with 19 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Bank SSB since 2011. Outside of his advisory role, he is involved in residential real estate as a homeowner who has rented a property. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Alexander Macfarlane Smith is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at Equitable Advisors, NYLIFE Securities, and New York Life Insurance Company. Outside of his advisory role, he is involved in public speaking through Zen of Abundance and operates a Long COVID Relief Program providing consultations. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Peter Mac Millan is a financial advisor with Edward Jones in Denver, Colorado, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Edward Jones since 2004 and previously spent five years at Fidelity. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a wide range of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Aaron Mangione is a Financial Consultant at Fidelity Investments, where he works to develop and foster meaningful relationships to better understand clients' needs. He collaborates with clients to develop strategies aimed at helping them pursue their financial goals. Aaron has held several roles at Fidelity Investments, beginning as a Financial Representative in 2022. He then served as a Relationship Manager from 2022 to 2023, followed by a position as Planning Consultant from 2023 to 2024 before assuming his current role in 2024. This progression reflects his experience within the financial services industry. Outside of his professional work, Aaron's personal interests include biking, cooking and baking, fishing, football, outdoor adventures, and parenthood.

Samantha Harvey is a financial advisor at Morgan Stanley in Denver, Colorado, with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, 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 utilizing firm-approved tools and market modeling techniques.

Kelsey Odey is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL in 2018, Kelsey worked at Wells Fargo Clearing, Wells Fargo Advisors, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Jessica Urbanski is a CFP® with 17 years of industry experience, currently with Wells Fargo Advisors in Denver, CO. Her prior roles include positions at Morgan Stanley and AMG National Trust Bank. Outside of financial advising, she is a silent partner in a warehousing, transportation, and logistics business based in Colorado. Wells Fargo Advisors is an institutional firm serving a broad client base with diversified investment strategies.

Patrice Henning is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Henning serves on multiple advisory boards, including the Colorado College Invest Advisory Board and the Saint Mary’s University of Minnesota Investment Committee, where she is also active as an alumni community member and founder of an international service trip to Kenya. She is a member of the Fraser River Valley Lions Club Foundation Board. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and provides financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Gary Poling is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has been associated with Raymond James Financial Services Advisors, Inc. and True North Capital Group since 2009. Outside of his advisory role, he serves as president and independent contractor of True North Capital Group, overseeing payroll and employees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a range of advisory programs and specialized services.

Vincent Kalbach is a financial advisor at Cambridge Investment Research Advisors with 29 years of industry experience. He has been with Cambridge since 2009 and previously worked at Altius Financial and LPL Financial. Kalbach is also an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management and investment strategies tailored to client objectives.

Don Stewart is a financial advisor with LPL Financial in Denver, Colorado, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked with Transamerica Financial Advisors and operates two CPA firms focused on tax preparation and accounting services. Stewart also serves as a notary in Denver. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning, portfolio management, and institutional platforms supported by advanced research and technology tools.

Hanna Khoronov is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior roles include positions at Merrill and Transamerica Financial Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual and institutional clients, offering a range of financial planning and asset management solutions.