Dana Weddle is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Cetera in 2025, Weddle spent eight years with Avantax in various advisory and insurance roles. Outside of the financial industry, Weddle owns and operates a bakery specializing in bundt cakes. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform that provides access to both affiliated and third-party managers, covering diverse investment strategies and program structures.

John Hanley is a financial advisor at J.P. Morgan Securities with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2017, following prior roles at UMB Distribution Services and Marsico Capital Management. Hanley serves as President of The Hundred Club of Denver, a nonprofit supporting the families of public safety officers who die in the line of duty, and is a director on the Denver Scholarship Foundation’s investment and finance committees. 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 applying an ESG eligibility framework in its investment recommendations.

Brian Whatley is a financial advisor with LPL Financial in Arvada, CO, holding CFP® certification and Series 63 and 66 licenses. He has 18 years of industry experience, including positions at Wells Fargo Clearing and Fisher Investments. Outside of advising, he owns a rental property in Fort Collins, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and corporations. The firm offers various advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bridget Lozano is a financial advisor at Ameriprise with 25 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2018, following prior roles at Morgan Stanley and Morgan Stanley Smith Barney. Based in Denver, CO, she has been with Ameriprise’s current structure since 2020. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to develop personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Javier Tafoya is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 12 years of industry experience. Prior to joining Cambridge in 2022, he worked at Equitable Advisors and AXA Advisors. He serves on the boards of several organizations, including Mile High 360, The Doreen Katz Memorial Cancer Foundation, ALPFA Denver Chapter, and the Latino Cultural Arts Center. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies tailored to client objectives.

Ronnie Dawson II is a financial advisor with Edelman Financial Engines in Denver, CO, holding a Series 65 credential and one year of industry experience. His prior roles include positions at Edgerock Wealth Management, US Bank, and Janus Henderson Investors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term orientation.

Andrea Saenz is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 designations and having two years of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Charles Schwab and has experience outside finance in the beauty salon and restaurant industries. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Justin Anisimow is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. Prior to this, he was employed at JPMorgan Chase Bank, N.A., and also spent time working at Holy Family High School and Buffalo Wild Wings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Nathaniel Osborne is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Bank of America, Merrill, Thorlabs Inc., and Ramapo College of New Jersey. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers planning services through a structured discovery process and ongoing advisory relationships.

Timothy Chapman is a financial advisor at Edelman Financial Engines with six years of industry experience. He holds a Series 65 designation and has worked previously at Empower Advisory Group and Personal Capital Advisors. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Eric Uhlberg is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 registrations and has been with UBS since 2013. Based in Denver, CO, he operates within one of the largest networks of financial advisors at the firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Kevin Cross is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Robert W. Baird & Co. since 2013 and has longstanding affiliations with Charles Schwab and Charles Schwab Bank dating back to 2002 and 2005, respectively. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and non-traditional investment strategies.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Deborah Sniadowski Lindeke is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has been affiliated with various entities within the Cetera network since 2023 and has prior work experience in the financial and academic sectors, including Widener University. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program options, including model portfolios and bespoke strategies.

Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.

Antwann Holmes is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently serves as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he worked at Townsend Retirement and Investment Advisors, Creative Planning, and Personal Capital Advisors. Holmes continues to have involvement with Townsend Retirement & Investment Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice, investment manager searches, and performance reporting. The firm employs a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Steven Murray is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He is a partner of Murray Limited, a firm involved in estate planning, and serves as a trustee for multiple trusts. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

John Schindler is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Heritage Action for America and Colorado State University, as well as operating a landscaping business. Raymond James & Associates is a large firm managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and investment consulting with a range of portfolio management styles and is noted for its municipal advisory services and extensive affiliate network.

Stephen Hansen is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities in Denver, CO. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015 and previously worked at YCTC, Inc. from 2016 to 2020. 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 through a large team of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Grant Reffett is a financial advisor at Robert Baird & Co. in Denver, CO, holding a Series 66 designation with four years of industry experience. Prior to joining R.W. Baird in 2021, he worked at Epic Systems and held other positions outside the financial industry. He is also an owner/member of Grant and JJ LLC, a non-investment related business. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies, with ongoing manager selection supported by internal research and tools.