Holly Pronze is Vice President, Wealth Planner at Fidelity Investments, where she partners with High Net Worth families to develop and implement personalized retirement plans. She focuses on working collaboratively through detailed planning conversations and professional tools to help clients work toward their future goals and dreams. Her career at Fidelity Investments spans over two decades, beginning as a Relationship Manager in 2000 and progressing through roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Financial Consultant before assuming her current position in 2018. This extensive experience has provided her with a deep understanding of wealth planning and financial consulting. Outside of her professional role, Holly enjoys activities such as spending time at the beach, family activities, golf, lake outings, running, and skiing.

Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. 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, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gonzalo Carrasco Pineda is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, and prior positions in sales and retail. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing services.

Zeke Goldstein is an Investment Consultant at Fidelity Investments, where he has been contributing since 2024. His role focuses on understanding clients' unique financial situations to develop tailored investment strategies aimed at working towards their individual goals. Prior to this position, Zeke held roles at Fidelity as a Relationship Manager and Financial Representative during 2023 and 2024. Zeke holds an Arkansas Insurance License, supporting his professional qualifications in financial planning and investment consulting. Outside of his professional life, he enjoys camping, outdoor adventures, skiing, and playing soccer.

Kayla Anley is a financial advisor at Wells Fargo Clearing in Denver, Colorado, with three years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sarah Alarcon is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates and several educational institutions. Outside of her advisory role, she is involved with LAEF, a nonprofit organization in Denver, and operates a pet sitting service. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent professionals using various portfolio management and model-based solutions tailored to client objectives.

Jack Derby III is a CFP® and CFA® with 28 years of industry experience. He is affiliated with Cambridge Investment Research Advisors and has worked there since 2008. He also serves as an independent insurance agent and president of Derby Financial Group, a role he has held since 1995. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management solutions and access to both proprietary and third-party strategies.

Veronica Schulz is a financial advisor with Raymond James & Associates in Denver, Colorado, holding Series 63 and Series 66 designations and 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large 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, offering financial planning, investment consulting, and municipal advisory services through various specialized programs and affiliated research resources.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 and offers a range of capital markets and research resources to support its advisors.

Edward Lee is a financial advisor with LPL Financial in Denver, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Executive Consultants Inc., Transamerica Financial Advisors, and World Financial Group. He also has involvement in non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Daria Duncan is a financial advisor at Morgan Stanley in Denver, CO, with six years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at firms including Charles Schwab, The Tifin Group LLC, and ForUsAll Advisors, LLC. Outside of her advisory role, she is a licensed real estate broker with Homes by Kira LLC. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, utilizing structured financial planning tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various arrangements, including employer-sponsored financial planning programs.

Joseph Jaensen is a financial advisor with Wells Fargo Clearing in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Jaensen serves on the investment committee of the Puksta Foundation, contributing to asset allocation discussions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jeanette Cox is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without offering individual security recommendations in standalone plans.

Mihailo Ostojic is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, N.A., and JP Morgan Securities LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, offering services primarily in an advisory capacity.

Matthew Kollmorgen is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of advisory roles, he owns BK's Honey Co LLC, an online retail business where he handles bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Travis Weaver is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 credentials with four years of industry experience. Prior to joining LPL Financial, he worked at BMO Harris Bank, Bank of America, Merrill Lynch, and had roles at Broadmoor, Eddie Bauer, and Dick's Sporting Goods. 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, employing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Brian Carroll is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and eight years of industry experience. He previously worked at FIRST REPUBLIC Securities Company, LLC and First Republic Investment Management, Inc. from 2017 to 2019, and spent a year at Black Gold Golf Club before beginning his advisory career. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and diversified investment evaluation methods.

Ken Taga is a Series 66-licensed financial advisor with Edward Jones in Westminster, CO, where he has worked since 2020. He has five years of industry experience and previously worked for seven years with Denver Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, with a nationwide network of more than 23,700 advisors and over $1 trillion in assets under management.

Peter Fine is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo and Ameriprise Financial. In addition to his advisory role, he consults on business strategy for Northwestern Specialists in Plastic Surgery, a medical spa and plastic surgery office. J.P. Morgan Securities 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 in its recommendations.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.