Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Jeffrey Donahue is a financial advisor with LPL Financial in Golden, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Securities America Advisors, Inc. from 2008 to 2011. 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 portfolios, third-party asset management, and institutional platforms.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Jacob Schuster is a financial advisor with Merrill in Denver, CO, holding a Series 66 designation and five years of industry experience. His work history includes positions at Merrill, UBS Financial Services Inc., and Bank of America. Schuster’s background also includes teaching roles at the University of Denver and Pike's Peak Community College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Will Marston is a financial advisor with J.P. Morgan Securities in Denver, Colorado, holding a Series 66 designation and two years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Crown Castle Inc., as well as academic experience at the University of Pittsburgh. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of asset-based fee investment strategies.

Julia Stelloh is a financial advisor with Robert Baird & Co. in Denver, CO, holding the PFS™ and Series 63 designations and possessing four years of industry experience. Prior to joining Baird in 2021, she operated Julia Stelloh CPA, PC, a CPA practice, and held roles at Stelloh Consulting Group PC and Clark & Stelloh CPAs, PC. Outside of her advisory role, she continues to maintain her CPA practice on a limited basis. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals, utilizing both in-house and third-party managers across various investment strategies.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Wesley Miller is a financial advisor at Morgan Stanley in Denver, CO, with 12 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for seven years. 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 and estate planning. The firm employs a structured planning process supported by firm-approved tools and offers access to diverse investment products and strategies.

Brent Reimers is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Eric Schulze is a financial advisor with RBC Capital Markets in Denver, CO, holding Series 63 and Series 65 licenses and with 29 years of experience in the industry. He has been affiliated with RBC Capital Markets since 2011 and City National Bank since 2018. Outside of his advisory work, he is an owner of a real estate LLC and serves as a committee member for the National Kidney Foundation's golf committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized portfolio management and advisory programs that utilize both in-house and third-party investment managers.

Tyson Plowshay is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management in Denver. He is a founding member of the Plowshay-Jenkins Group, where he works primarily with high-net-worth and ultra-high-net-worth families, healthcare professionals, business owners, and nonprofits. Tyson focuses on delivering personalized wealth strategies that align with each client's goals and circumstances. He emphasizes building multi-generational relationships, with many client families spanning two or three generations, to provide coordinated advice as family priorities evolve. Before joining Merrill Lynch in 2016, Tyson spent over a decade in the software industry, managing large projects with hundreds of employees and budgets exceeding $1 billion. He holds a Bachelor's degree from Davidson College and is a Certified Financial Planner (CFP®). Tyson is also a member of the University Club of Denver. A native of Colorado, Tyson lives with his wife Julie, an actively practicing physician, and their three children. Outside of his professional work, he volunteers with the Denver Museum of Nature and Science, the Colorado Epilepsy Foundation, and the Davidson College Alumni Association of Colorado.

Donna Boender is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William Morton is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 certifications and seven years of industry experience. He previously worked at The Vanguard Group from 2018 to the present and has engaged in various roles including a sole proprietorship providing odd jobs through the TaskRabbit platform on weekends. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based strategies to tailor client plans.

Alan Romero is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at UBS Financial Services, BBVA-affiliated firms, and Allstate Insurance Company. Outside of his advisory work, he provides after-hours transportation services via the Uber app. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jeffrey Huff is a financial advisor with Wells Fargo Advisors in Lakewood, CO, holding Series 63 and Series 65 designations and 38 years of industry experience. He previously worked at Morgan Stanley and its related entities for 13 years before joining Wells Fargo Advisors in 2012. Outside of his advisory role, he serves as a director for the Hidden Point Metropolitan District in Greenwood Village, CO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services that include retirement, education, and wealth-transfer strategies. Advisors develop tailored recommendations using Wells Fargo research and planning tools, with clients having the option to implement those recommendations through various brokerage or advisory programs.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.

Jason Shade is a financial advisor with Edward Jones in Lakewood, Colorado, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a variety of discretionary and non-discretionary investment solutions under a fiduciary standard.

Andrew Krantz is a financial advisor with Ameriprise in Denver, CO, holding CFP® and Series 66 designations and bringing 25 years of industry experience. He has previously worked at City National Bank, RBC Capital Markets, Wells Fargo Clearing, and Merrill. Krantz serves as treasurer for REDLINE, a public charity based in Denver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Joseph Brienza is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 21 years of industry experience. He worked at Bernstein Investment Research and Management for 14 years before joining UBS in 2019. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad platform of capital markets and lending products.