Sarah Rentschler is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Cetera. She has previously worked with Avantax Investment Services, Inc. and also supports clients through TimeWise Financial LLC. Additionally, she is involved with Alan R. Piehl, CPA PC, where she assists with accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Christine Thompson is a financial advisor with Wells Fargo Clearing in Lakewood, CO, holding Series 63 and Series 65 designations and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Austin Whitcher is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2022, his career included roles at the University of Colorado Boulder and various other businesses. Outside of advising, he is employed as a Doordash driver. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisers and advanced operational tools.

Tara Mohr is a CFP® professional with 26 years of experience, currently serving at LPL Financial since 2003. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in non-variable insurance sales and operates a business focused on buying, fixing, and flipping investment properties. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of strategies through its large network of advisers and offers integrated financial and insurance services alongside its advisory platform.

Damon Bonelli is a financial advisor at Ameriprise with one year of industry experience. He previously worked at U.S. Bank for eight years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and annual advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jordan Smith is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2008 to 2026. Outside of his advisory work, he is the owner of Smerety Holdings LLC, an investment property company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

Douglas Jones is a financial advisor with LPL Financial in Louisville, Colorado, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and several other financial firms, as well as a brief period operating Jones Landscaping. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Michael Gegen is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and 12 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he serves as treasurer for a Denver community organization, managing membership dues and organizing events. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kris Lawrence is a Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2015. With a professional background in corporate finance and a family tradition in financial advisory, Kris brings a comprehensive approach to financial planning. He holds a Bachelor's degree in Finance from Central Michigan University and carries the Chartered Retirement Planning Counselor (CRPC) designation, CERTIFIED FINANCIAL PLANNER (CFP), and a Personal Investment Advisor (PIA) credential. Kris focuses on a goals-based approach to help clients navigate financial matters including retirement planning, education planning, legacy planning, and philanthropic endeavors. His client relationships span multiple generations and over 30 states, reflecting his dedication to personalized service and collaboration with specialists when needed. Kris is committed to assisting clients in connecting all aspects of their financial lives to pursue objectives meaningful to them. Residing in Denver with his wife Michele and their Golden Retriever, Kris enjoys outdoor activities such as skiing and hiking. He is also involved with community organizations including the Colorado Ballet and The Salvation Army.

Jeffrey Thompson is a financial advisor with LPL Financial in Golden, Colorado, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He worked at New England Securities for six years before joining LPL Financial in 2011. In addition to his advisory role, he sells fixed insurance through his DBA, Colorado Financial Partners, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Michael Cope is a financial advisor with UBS Financial Services in Denver, CO, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services.

Elaine Gampel is a financial advisor with UBS Financial Services in Denver, Colorado, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she serves on the Board of Trustees for the Women’s Foundation of Colorado, the Board of Project PAVE, and participates on the Investment Committee for Jewish Family Service, advising on asset allocation and investment matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Melisa Neill is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Pershing LLC, Pershing Advisor Solutions LLC, and Charles Schwab. 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 that utilizes structured discovery conversations and proprietary planning tools.

Thomas Shull II is a financial advisor at Edelman Financial Engines in Denver, CO, holding Series 65 and Series 66 credentials with one year of industry experience. He previously worked at Empower Financial Services, Inc. and its affiliated advisory groups from 2016 to 2026. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary investment options.

Christopher Doll is a financial advisor with Raymond James Financial based in Denver, CO, holding Series 63 and Series 65 designations and 12 years of industry experience. His prior work includes roles at U.S. Bancorp Investments, BBVA Compass, and Key Bank. In addition to his advisory work, he is involved in mortgage brokerage, focusing on real estate lending and leveraging strategies. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through affiliated advisory services.

Lisa Peterson is a financial advisor with Robert W. Baird & Co. who holds a Series 63 designation and has 22 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Baird in 2022. Outside of advising, she is co-owner of Toto Management, a property management business in Brighton, Colorado. Lisa is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, institutions, and charitable organizations with tailored financial planning and portfolio management services. The group offers a range of strategies including traditional and non-traditional investments, utilizing both in-house and third-party managers.

Daniel Gibson is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he collaborates with executives to develop financial plans aimed at helping them achieve their financial goals for themselves and their families. Daniel has been with Fidelity Investments since 2012, progressing through several positions including Health and Welfare Representative, Financial Representative, Investment Solutions Representative, and Workplace Planning Consultant before assuming his current role in 2020. This experience has provided him with a comprehensive understanding of benefits and financial planning. Outside of his professional work, Daniel has interests in cars, fitness, and football.

Michael Rosenthal is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Chase Investment Services, and Edward Jones. Outside of his advisory duties, he is involved in managing wealth management businesses affiliated with LPL and owns a non-variable insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement participants, banks, trust companies, and institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party model portfolios and various strategic approaches.

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.