Jacob Jones is a financial advisor at LPL Financial in Denver, CO, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and The Connor Group. Outside of his advisory work, he is involved as a fitness coach with VASA Fitness. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Sean Covi is a CFP® professional affiliated with LPL Financial in Denver, CO, bringing 31 years of industry experience. He has worked with firms including Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he serves as a relationship manager for Growth Management Group, LLC and Stryde Solutions, introducing businesses to specialized tax incentives and cost savings audits. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms, supported by extensive advisor resources and technology.

Andrew Simon is a Series 66-licensed financial advisor with J.P. Morgan Securities in Denver, CO. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to joining J.P. Morgan, his experience includes roles at Arrowmark Partners, Blue Room Investing, and Diive Consulting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Brian Stouder is a financial advisor with Equitable Advisors in Denver, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for PureWater Dynamics and The Great American Coffee Company, a family business. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and institutional clients through a network of Investment Adviser Representatives. The firm uses a range of third-party advisory programs and offers ERISA fiduciary services without sponsoring its own wrap fee program.

Tanya Mathews is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She previously worked at Wells Fargo Investments for six years and spent 11 years with Meridian Wealth Management. 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, supported by extensive operational and research tools.

Amanda Logan is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding a Series 66 designation and eight years of industry experience. She has worked at Robert W. Baird & Co. since 2018 and has been affiliated with Regis University since 2017. Outside of her advisory role, she co-hosts a podcast for Hurrdat Media and is involved with two non-financial ventures: Straight Up Ladies, an LLC she owns, and modeling for Nurture Skin Studio. The DDK Group at Robert W. Baird & Co., where Amanda works, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and multiple investment strategies.

Zachary Blakemore is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His career includes roles at JPMorgan Chase Bank and Alcom Business Solutions as well as earlier work in nonprofit and educational settings. 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 to inform its recommendations.

Craig Zeller is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Caroline Louis is a financial advisor at LPL Enterprise with six years of industry experience. She holds the Series 66 designation and has worked at Prudential Insurance Company of America, Pruco Securities, LLC, and other firms prior to joining LPL Enterprise. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and provides financial planning, access to third-party asset managers, and participates in a wrap program.

Jennifer Roberts is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Mortenson Construction from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

John Liess is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with J.P. Morgan Chase Bank, NA since 2016 and with J.P. Morgan Securities LLC since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Derek Devon is an Executive Planning Consultant at Fidelity Investments. In this role, he focuses on building long-term relationships with clients by understanding their personal and professional goals to provide a customized wealth planning experience. Derek's approach centers on trust, competency, and care as he supports clients in their financial journeys. Derek has been with Fidelity Investments since 2019, progressing through various positions including Workplace Planning Associate, Workplace Planning Consultant levels 1 through 3, and Benefits & Planning Consultant in Executive Services before assuming his current position. This progression highlights his experience in different facets of financial planning and consulting within the company. Outside of his professional responsibilities, Derek enjoys hiking, scuba diving, and skiing.

Marianne Frega is a financial advisor at Merrill with a Series 66 credential and 11 years of experience at the firm. She operates a sole proprietorship called Noontrend, which sells household items online. 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, and institutions.

Ajay Sarkaria currently serves as the Regional Vice President of Private Wealth Management at Fidelity Investments. In this role, he leads advisory teams that address the complex and unique financial planning needs of families and individuals within the Private Wealth sector. Prior to his current position, Ajay held the role of Regional Vice President for Advanced Planning at Fidelity Investments from 2014 to 2025. His professional background also includes experience as a Tax Manager at Ernst & Young, LLP from 2011 to 2014, a Tax Associate at Grant Thornton, LLP from 2009 to 2011, and as an attorney at Stephen C. Gilbert, Esq., P.C. from 2006 to 2008. Outside of his professional duties, Ajay has interests in concerts, motorcycles, music, and skiing.

Adam Wise is a financial advisor at J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. 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 incorporating an ESG eligibility framework in its investment recommendations.

Robert Weaver is a Vice President Financial Consultant at Fidelity Investments, where he currently assists clients with their financial planning needs. His role involves supporting clients and their families by helping them understand their financial options and aligning strategies with their specific goals. Robert has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Retirement Solutions Representative, Investment Consultant, and Financial Consultant before his current position. This experience has provided him with a broad understanding of investment and retirement solutions. Outside of his professional responsibilities, Robert's personal interests include family activities, golf, outdoor adventures, parenthood, skiing, and traveling.

Sean Fischer is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at US Bancorp Investments Inc and BOK Financial Securities Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and a centralized due diligence process to support customized investment strategies.

Stacey Muniz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Her career includes 11 years at Meridian Wealth Management LLC and prior roles at Wells Fargo Investments, LLC. She is also a commissioned notary public. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology tools and a broad range of non-advisory financial activities.

Holly Pronze is Vice President, Wealth Planner at Fidelity Investments, where she partners with High Net Worth families to develop and implement personalized retirement plans. She focuses on working collaboratively through detailed planning conversations and professional tools to help clients work toward their future goals and dreams. Her career at Fidelity Investments spans over two decades, beginning as a Relationship Manager in 2000 and progressing through roles including Customer Service Representative, Financial Representative, Financial Planning Consultant, and Vice President, Financial Consultant before assuming her current position in 2018. This extensive experience has provided her with a deep understanding of wealth planning and financial consulting. Outside of her professional role, Holly enjoys activities such as spending time at the beach, family activities, golf, lake outings, running, and skiing.

Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. 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, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.