Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 strategies, separately managed accounts, and affiliated mutual funds.

Rex Thatcher is a CFP®-designated financial advisor with 28 years of industry experience, currently affiliated with LPL Financial in Lakewood, CO. He previously worked at Guardian Life from 2008 to 2018. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Kate Roscoe is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. She has held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and previously worked at Linus and Security First Insurance Agency. She also attended the University of Colorado Boulder - Leeds School of Business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its recommendations.

David Morris is a financial advisor at Robert W. Baird & Co. with 10 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Baird in 2026, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2018 to 2026, and Scottrade, Inc. from 2014 to 2018. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary portfolio management, and separately managed account programs, using a combination of internal research, manager trading, and model trading strategies.

Joseph Costello is a financial advisor with Cambridge Investment Research Advisors, holding the Series 63 designation and over 53 years in the industry. His work history includes roles at Cambridge Investment Research Advisors since 2022, Arcadia Settlements Group since 2017 where he serves as CEO Emeritus, and prior positions at Investment Research Corp, World Capital Brokerage, and EPS Settlements Group. Outside of advisory work, he is involved with Arcadia Settlements and serves as a sub agent for Sage Settlements and an independent contractor for CASE Coalition. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through independent Financial Professionals using various portfolio management and model-based strategies.

Sarah Chadwick is a financial advisor at Morgan Stanley in Denver, CO, holding Series 63 and Series 66 licenses with two years of industry experience. She previously worked at Fidelity Investments and has experience in various roles outside finance, including positions at Fetch! Pet Care and Mercantile Dining & Provision. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

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.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

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.