Hunter Owen is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Ralston Creek Neighborhood and Brookdale Senior Living. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Denise Stup is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual. Outside of her advisory role, she is involved as a franchisee in a network marketing business focused on wellness and better food choices and serves as a class coordinator for a community Bible study. She is part of the DDK Group at Robert W. Baird & Co., which provides tailored wealth management services to individuals, families, institutions, and charitable organizations through a combination of consulting, portfolio management, and specialized investment strategies.

Leland Frank is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Bank and Wells Fargo Advisors LLC. Outside of finance, he works as a voice actor for children's books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

Marco Narvaez is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. Marco joined Morgan Stanley Smith Barney in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and corporate financial planning agreements.

Jacob Pasche is a financial advisor with Raymond James & Associates in Denver, CO, holding a Series 66 designation and two years of industry experience. His background includes roles in education and the food and beverage industry prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering tailored financial planning and investment consulting through various programs and a broad range of investment strategies.

Shelley Ford is a financial advisor with Morgan Stanley in Denver, CO, holding a Series 66 registration and 14 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is a co-owner and member of SNF Investments LLC, a company involved in purchasing, fixing, and selling real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and includes various investment offerings along with financial planning and estate strategy services.

Daniel Osugi is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with one year of industry experience. His prior experience includes ten years at Bank of America. He serves as a successor co-trustee for the Mark M. Osugi Revocable Living Trust. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.

Daniel Callaghan is a Series 66-licensed financial advisor with LPL Financial, based in Wheat Ridge, Colorado, and has 16 years of industry experience. He previously worked at Edward Jones for nine years before joining LPL in 2019. Outside of his advisory role, he owns a camper rental business through Outdoorsy.com and works seasonally as a support driver for UPS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support discretionary and non-discretionary management strategies.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Ashlee Wrobel is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including financial wellness services at CSU Chico and positions in academic institutions prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, delivering planning services without discretionary trading authority.

Stacey Bouthillette is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 10 years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Kreis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, Pepper Jack's Grille Inc, and Starbucks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting with a process that combines quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Kimberly Larsen is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. Her prior roles include positions at Wells Fargo and the University of Denver. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tyler Krug is a financial advisor at RBC Capital Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lincoln Financial for 14 years before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Courtney Styer is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Courtney worked at Hotel Engine and Colorado Retina Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Cathy Maestas is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has worked with several affiliated firms, including Cetera Wealth Services, Summit Brokerage Services, and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Davis Owens is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he collaborates with a team of specialists to assist businesses and individuals in determining and achieving their financial objectives. His primary focus is on addressing the investment needs and goals of each client while maintaining transparency throughout the advisory relationship. Born and raised in Oklahoma City, Davis Owens holds a Bachelor of Business Administration degree in Finance from the University of Oklahoma. He holds the Personal Investment Advisor (PIA) designation, supporting his capabilities in providing personalized financial strategies. Davis emphasizes working one-on-one with clients to develop flexible wealth management plans tailored to their long-term goals. He also participates in community volunteering, reflecting the Merrill tradition of engagement in the communities served.

Calin Gray is a CFP®-designated financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2022, he held various roles including positions at MY Wealth Planners and FirstBank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options from cash-flow and retirement to specialized services such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.