Brody McGhehey is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial roadmaps aimed at achieving their goals. In this role, he focuses on educating clients about the various options Fidelity offers to support their unique financial situations and fosters ongoing partnerships to monitor progress toward their objectives. Prior to his current position, Brody served in several roles at Fidelity Investments, including Client Service Manager and Workplace Planning Consultant. He also gained experience as a Capital Markets Associate at Phoenix Energy. This progression of roles has contributed to his understanding of financial planning and client service within the investment industry. Outside of his professional work, Brody has personal interests that include baseball, fishing, football, golf, snowboarding, and traveling.

Nicholas Phillips is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2017. Outside of his advisory role, he is involved as a club lacrosse coach with LXTC Lacrosse. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Edward Korth is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Boulder, CO. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Moneta Group Investment Advisors. 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 an ESG eligibility framework to guide its recommendations.

Jacob Jones is a financial advisor at LPL Financial based in Denver, CO, holding Series 63 and Series 66 registrations with one year of industry experience. Before joining LPL Financial, he held roles at Northwestern Mutual and The Connor Group. He is also involved as a fitness coach with VASA Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions. The firm provides various advisory and brokerage services supported by model portfolios, research, and technology solutions.

Sean Covi is a CFP® professional with 30 years of experience in the financial services industry. He is affiliated with LPL Financial and has previously worked at Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a relationship manager introducing businesses to specialized tax incentives and cost savings audits, and consults on insurance design. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions. The firm provides diverse advisory programs, financial planning, and retirement consulting supported by research from LPL Research and third-party subadvisors.

Andrew Simon is a Series 66-licensed financial advisor with J.P. Morgan Securities in Denver, CO. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his experience includes roles at Arrowmark Partners, Blue Room Investing, and Diive Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Tanya Mathews is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been associated with LPL Financial since 2005 and also operates Meridian Wealth Management, which she has led since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

Zachary Blakemore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at JPMorgan Chase Bank and Alcom Business Solutions as well as earlier work in nonprofit and educational settings. 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 an ESG eligibility framework to inform its recommendations.

Craig Zeller is a financial advisor with Morgan Stanley in Denver, Colorado, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Caroline Louis is a financial advisor at LPL Enterprise with six years of industry experience. She holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Caroline is based in Denver, CO. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.

Nicholas Bode is a financial advisor with UBS Financial Services in Erie, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2013. 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 range of capital markets services.

John Liess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with J.P. Morgan Chase Bank, NA since 2016 and with J.P. Morgan Securities LLC since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Marianne Frega is a financial advisor at Merrill with a Series 66 credential and 11 years of experience at the firm. She operates a sole proprietorship called Noontrend, which sells household items online. Merrill, together 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 investment strategies for individuals, high-net-worth clients, and institutions.

Ajay Sarkaria currently serves as the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he leads advisory teams that address the complex and unique financial planning needs of families and individuals within the Private Wealth sector. Prior to his current position, Ajay held the role of Regional Vice President for Advanced Planning at Fidelity Investments from 2014 to 2025. His professional background also includes experience as a Tax Manager at Ernst & Young, LLP from 2011 to 2014, a Tax Associate at Grant Thornton, LLP from 2009 to 2011, and as an attorney at Stephen C. Gilbert, Esq., P.C. from 2006 to 2008. Outside of his professional duties, Ajay has interests in concerts, motorcycles, music, and skiing.

Adam Wise is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Robert Weaver is a Vice President Financial Consultant at Fidelity Investments, where he currently assists clients with their financial planning needs. His role involves supporting clients and their families by helping them understand their financial options and aligning strategies with their specific goals. Robert has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of investment and retirement solutions. Outside of his professional responsibilities, Robert's personal interests include family activities, golf, outdoor adventures, parenthood, skiing, and traveling.

Sean Fischer is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at US Bancorp Investments Inc and BOK Financial Securities Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and a centralized due diligence process to support customized investment strategies.

Stacey Muniz is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has worked with Meridian Wealth Management LLC since 2012 and has been associated with LPL Financial since 2006. Muniz is also a licensed notary public. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services with an emphasis on both discretionary and non-discretionary management supported by model portfolios and research resources.