J Craig Mc Ilroy is a financial advisor with LPL Financial in Highlands Ranch, CO, holding the CFP® designation and Series 63 license. He has 40 years of industry experience, including 26 years at Lincoln Financial Advisors prior to joining LPL Financial in 2024. Mc Ilroy is involved in McScotch, LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 investment adviser representatives.

Joseph Fishel is a financial advisor with Raymond James Financial in Denver, CO, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he is president and owner of The Fishel Group, Inc., a financial services and portfolio management company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports institutional consulting and portfolio management through a large advisor network.

Nicholas Slavik is a CFP®-credentialed financial advisor at RBC Capital Markets with six years of industry experience. He previously worked at Merrill and Bank of America and attended the University of Delaware. Nicholas is based in Denver, CO. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities.

Rachel Fitzpatrick is a financial advisor with RBC Capital Markets in Denver, CO, holding a Series 66 credential and 25 years of industry experience. Her prior roles include positions at First Citizens Investor Services, SVB Wealth, Morgan Stanley Smith Barney, and Merrill. She serves as a board member for Cap For Kids, a nonprofit supporting children and families facing childhood illness. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients through tailored investment strategies and offers a range of advisory programs with discretionary and non-discretionary portfolio management.

Albert Lucas is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and previously worked for Dampier Consulting Group for ten years. Outside of his advisory role, he serves as Chair of the Senior Club Council for the USA Club Rugby Association, a nonprofit organization. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s approach includes managing portfolios with mutual funds, ETFs, and ETPs, and it serves a diverse client base including charitable funds and registered investment companies.

Zack Matush is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. In this capacity, he works with clients and families to grow and protect their wealth, make sound investment decisions, and simplify their financial lives. Prior to joining Fidelity, Zack served as Regional Vice President at Prudential from 2014 to 2021. He holds a California Insurance License.

Claudia Rivers is a CFP® professional with 23 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2008. She is based in Littleton, CO, and owns Rivers Wealth Partners LLC, as well as founding Rivers Wealth Management. Rivers also volunteers as a coach for Wings for Widows, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides multiple investment implementation options and proprietary as well as third-party strategies tailored to client objectives.

Ray Langel is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in managing a rental property as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenarios developed by its Global Investment Committee.

Jerry Mathew is a CFA® charterholder and holds Series 63 and 65 licenses with 13 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2013 to 2020. He is based in Denver, CO. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs a structured planning process supported by proprietary tools and offers various investment and financial services across retail and institutional markets.

Yvonne Kamstra is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 19 years of industry experience. She has worked extensively within Wells Fargo entities since 1993, including Wells Fargo Bank and Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jeremy Tuleja is a CFP® professional with 22 years of experience at Edward Jones, where he has worked since 2004. He holds Series 63 and Series 66 licenses and is based in Lakewood, Colorado. 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 and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Marguerite Maxwell is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with LPL Financial since 2002. Outside of her advisory role, she is involved with Paix d'Esprit, Inc, a business entity for tax and investment purposes. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Devin Kellenberger is a Series 66 licensed financial advisor with Edward Jones, based in Golden, Colorado, and has four years of industry experience. Prior to joining Edward Jones in 2022, he worked for Enterprise Holdings for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Bridget Summers is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and has previous work history that includes roles at Pinnacle Home Exteriors, LLC and Peace Catalyst International. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers planning engagements on a one-time or ongoing basis and separates planning services from managed-account programs.

Patrick Hill is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Denver, CO. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney for the past 10 years and spent nine years at UBS Financial Services prior to that. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and a variety of investment solutions.

Nicholas Harris is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan in various capacities since 2015. Outside of his advisory role, he serves on the Finance Committee of Good Shepherd Catholic Church in Denver. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by centralized due diligence and ESG eligibility processes.

Kiley Haberstroh is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Based in Denver, CO, Kiley has been with Fidelity since 2025, following brief roles at several other firms and completing ten years of education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI in research, and its advisory role to multiple registered investment companies and fund-of-funds.

Austin Trevino is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and eight years of industry experience. Before joining UBS in 2017, he served five years in the United States Air Force. He is also the Treasurer for the United States Air Force Academy Association of Graduates Denver Chapter, where he helps manage the budget for alumni networking events. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm provides a wide range of services including fee-based planning, portfolio management, and capital markets activities.

Helene Naftali is a financial advisor at RBC Capital Markets with 45 years of industry experience. She previously worked at UBS Financial Services for 30 years before joining RBC Capital Markets in 2024. Outside of her advisory role, she is the founder and coach at OneTrueZone, where she provides career coaching and training to high school and college students, and she also consults on strategic business development through Match Point. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized investment strategies and access to both in-house and third-party managers.

Jason Lord is a financial advisor at UBS Financial Services with 28 years of industry experience. He has been with UBS since 2013 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he serves on the board of directors for The Garage, a nonprofit community workspace supporting rural entrepreneurs in Colorado. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, leveraging proprietary research and offering a broad suite of financial products and services.