Darcy Lindblom is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2017. Outside of his advisory role, Lindblom is involved with Joey Bocci Financial, where he manages administration and client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

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.

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.

Jeffrey Erwin is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory services, including model portfolios and retirement plan consulting, supported by research and various investment strategies.

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.

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.

Christopher Carr is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, BNY Mellon Securities Corporation, BNY Mellon, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.