Heather Goulding is a financial advisor with Edward Jones in Denver, CO. She holds the ChFC® designation and Series 66 license and has 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Megan Obbards is a financial advisor with Morgan Stanley in Greenwood Village, Colorado, holding a Series 66 designation and six years of industry experience. She has been with Morgan Stanley and its Private Bank since 2017. Outside of her advisory role, she is involved as an employee in a restaurant and bar business in Castle Rock, Colorado. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 39 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of her advisory work, she serves on multiple governance boards for community health organizations in Thornton and the Mountainland pediatric practice. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of third-party asset managers and advisory programs to tailor investment solutions, offering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Amber Kimbley is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 credential and has previously worked at E*TRADE Capital Management, E*TRADE Securities, Bank of America, and Merrill Lynch. In addition to her advisory roles, she is involved with Enchanting Crystals, an entrepreneurial venture she has been associated with since 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct client engagements and corporate financial planning arrangements.

Stephen Kwak is a Series 66-licensed financial advisor with 11 years of industry experience. He currently works at Osaic Wealth, Inc. in Denver, Colorado, joining the firm in 2024 after ten years at Woodbury Financial Services. Kwak operates TruePeak Financial, a marketing name for his advisory services conducted exclusively in his role at Osaic. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to manage portfolios that include a wide range of investment products, supported by multiple third-party platforms and advisory programs.

Tanisha Simon is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 license with 23 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and modeling techniques.

Jordan Winterfeld is a CFP®-certified financial advisor with 19 years of industry experience. He currently works at Morgan Stanley, where he has been since 2020, following prior roles at UBS Financial Services and Invesco Advisers, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Robert Grace is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he is an owner and partner of Chalet Grace LLC, a short-term rental business in Avon, Colorado. J.P. Morgan Securities 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 delivers these services on a non-discretionary basis and combines large institutional advisory operations with multiple market-facing registrations and functions.

William Glasheen is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2021. In this role, he leads, coaches, and develops Fidelity associates to implement financial plans with their clients and provide a world-class client experience. Prior to this, he served as Vice President and Regional Planning Consultant at Fidelity Investments from 2013 to 2021. Throughout his career at Fidelity, William has focused on supporting financial planning and client service initiatives. His leadership responsibilities include guiding associates to deliver comprehensive financial advice and ensuring high standards in client interactions. Outside of his professional role, William enjoys camping, hiking, scuba diving, traveling, and parenthood.

Tyler Krushensky is a Planning Consultant at Fidelity Investments, where he collaborates with clients to navigate their unique financial situations through comprehensive financial planning. He utilizes Fidelity's market research and technology resources to support his approach. Tyler has experience in various roles within the financial services industry, including positions at Charles Schwab as a Senior Specialist in Partner Support and High Net Worth Active Trader Services, as well as a Brokerage Service Representative. He also worked as a Financial Advisor at North Star Resource Group. Outside of his professional work, Tyler has interests in golf, reading, tennis, and traveling.

Tamara Christopher is a financial advisor at Edward Jones with 14 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she owns and operates TnT Camping LLC, a recreational vehicle rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, supported by a large nationwide network of advisors and branch offices.

Carolyn Weaver is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2009, currently working at Morgan Stanley Private Bank, National Association. Outside of her advisory role, she has ownership interests in investment-related entities, including Belwood Capital LLC. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning, utilizing firm-approved tools and structured processes without individual security recommendations in standalone planning.

Derek Boldrin is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 15 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2012 to 2025 before joining RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers and provides both discretionary and non-discretionary portfolio management and financial planning services.

Vincent Palisi is a financial advisor with LPL Financial based in Denver, CO. He holds the Series 66 designation and has less than one year of industry experience. Prior to his advisory role, he worked in various positions including ownership of MyHouse Sports Bar and roles at Stifel Financial Services, Midway Golf and Games, and Bently Denver/John Elway Cadillac. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and advanced technologies in portfolio management.

Conor Mccallin is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the investment committee of Regis Jesuit High School in Aurora, Colorado. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. Its planning process utilizes firm-approved tools and modeling techniques, focusing on advisory services rather than individual security recommendations.

John Walsh is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill Lynch, Pierce and Fenner in 2022, he worked in education at two public high schools in Denver from 2014 to 2022. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.

Katherine Sullivan is a financial advisor at LPL Financial in Denver, CO, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Wintrust Investments, Community Banks of Colorado Company/National Bank Holdings, Edward Jones, and BMO Harris Bank. 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 financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research and model portfolios from LPL Research and third-party subadvisors.

Luisana Sanchez is a financial advisor at Merrill in Denver, CO, with 15 years of experience in the industry. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services. Outside of her advisory role, she assists part-time with administrative duties at a pediatric dental office in Denver. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.