Daniel Palm is a financial advisor at Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation with 20 years of industry experience. He has been with Robert W. Baird since 2006. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, corporations, pensions, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches, with options for discretionary and non-discretionary management.

Rachelle Beer is a financial advisor at UBS Financial Services with 16 years of industry experience and holds a Series 66 designation. She has been with UBS since 2012 in Denver, CO. 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 utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Clint Rosebush is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at E*Trade Securities and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Benjamin Casner is a financial advisor with LPL Financial in Denver, CO, holding a Series 66 credential and 22 years of industry experience. He has been with LPL Financial since 2014. Casner serves as a trustee for multiple family trusts. 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, providing both discretionary and non-discretionary management supported by model portfolios and research from internal and third-party sources.

Sean Minett is a Financial Consultant at Fidelity Investments, where he has been working since 2022. He is a Certified Financial Planner™ who collaborates with clients to develop, implement, and maintain financial plans tailored to their individual financial goals. Sean aims to help clients feel comfortable and confident in the value of their personalized financial planning. Sean's professional experience includes various roles at Fidelity Investments, including Planning Consultant, Relationship Manager, Workplace Planning Consultant, and Workplace Planning Associate, spanning from 2019 to the present. Prior to joining Fidelity, he was a Senior Investor Specialist at Janus Henderson Investors from 2016 to 2019. He holds insurance licenses in Arkansas and California.

Stephen Carter is a financial advisor with Stifel in Denver, CO, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Stifel Nicolaus & Co. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to entering the financial industry, she worked at Best Buy for seven years. 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 an ESG eligibility framework.

Ann Cline is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. She has two years of industry experience, previously working at Edward Jones and in the mortgage industry at Fairway Independent Mortgage Company and 1st Cal Mortgage Company. 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 with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Sara Hemmings is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2015. Hemmings serves as a board member for A Woman's Place, a community organization in Greeley, Colorado. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Brandon Fox is a financial advisor at Ameriprise with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2019. His prior roles include positions at Legg Mason Investor Services, Franklin Templeton Financial Services, and Franklin Templeton Distributors. Outside the financial industry, he has experience working at Pita Pit and attended Florida State University. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Gweneth Marter is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and provides tools and strategies to support their financial goals. She has held her current position since 2025. Prior to this role, Gweneth worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, she gained experience at Vanguard, serving as an Ultra High Net Worth Client Consultant Supervisor from 2021 to 2023, a High Net Worth Service Administrator in 2021, and an Ultra High Net Worth Client Consultant from 2017 to 2021. Outside of her professional career, Gweneth enjoys spending time with friends at social events and engaging in outdoor activities such as hiking, running, and skiing.

Mark Duffy is a financial advisor with Robert W. Baird & Co. in Evergreen, Colorado, holding a Series 66 designation and over 40 years of industry experience. Prior to joining Baird in 2020, he worked at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2020. Outside of his advisory role, he is principal of Mark Duffy & Associates, LLC, a consulting business providing advice and documentation review to business owners. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The firm offers tailored financial planning and portfolio management services, utilizing a range of traditional and non-traditional investment strategies and overlay services.

Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Trevor McIntyre is an Investment Consultant at Fidelity Investments, where he currently assists clients in managing and protecting their wealth. He employs Fidelity's holistic and comprehensive planning approach to collaborate with clients in developing actionable plans to work towards their financial goals. Trevor joined Fidelity Investments in 2020 and has held various roles within the company, including Customer Relationship Advocate, Relationship Manager, Planning Consultant, before his current position as Investment Consultant in 2026. Through these roles, he has gained experience in client relationship management and financial planning. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Geoffrey Sweezy is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for MFS Fund Distributors, Inc. from 2007 to 2022. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Mollie Lehman is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds a Series 66 designation and has worked with MML Investors Services since 2019, and Mass Mutual Life Insurance Company since 2018. Outside of her advisory role, she is the sole member of Strategic Wealth Coaching Group LLC, a pass-through business for tax purposes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual planning engagements using firm-approved analytical tools and does not have discretionary authority in financial planning.

Erin Boice is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo, she worked at Colorado State University and CrossFit Terra Nova. 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.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.

Brittany Urband is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2005. Outside of her advisory role, she serves on the investment committee of the Children's Hospital of Colorado Foundation. 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 combination of advisory and brokerage capabilities.