Meaghan Brugge is a Series 65-licensed financial advisor with two years of experience. She is the sole advisor at Headwaters Financial Planning, LLC, located in Granby, Colorado. Prior to founding the firm, Brugge worked at Winter Park Resort for nine years. Headwaters Financial Planning, LLC serves a small client base of individuals, high-net-worth individuals, and business entities, offering discretionary asset management, hourly financial planning, and retirement-plan advisory services. The firm employs fundamental analysis and modern portfolio theory to build diversified portfolios tailored to client objectives and risk tolerances, and provides ERISA 3(21) services to workplace retirement plans.

Amy Hamasaki is a CFP® with seven years of industry experience and currently works at Equita Financial Network, Inc. She has previously held roles at Origin Financial, Mountain Wealth Planning, Mariner Wealth Advisors, and Block Advisors. Equita Financial Network provides financial planning, ongoing consulting, and discretionary investment management to individuals, high-net-worth clients, and other registered investment advisers. The firm emphasizes market efficiency and strategic asset allocation, using sub-advisers and third-party managers to create tailored portfolios aligned with clients’ objectives and risk tolerance.

Conner Hartman is a financial advisor at Osaic Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at American Portfolios Financial Services, Nuveen Asset Management, and The Vanguard Group. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Christine Raines is a financial advisor with Commonwealth Financial Network and holds a Series 66 designation. She has 20 years of industry experience, including over 15 years previously with Commonwealth. Raines is the principal and sole owner of Azimuth Wealth Management, LLC, an operating company for securities and insurance business conducted at her branch. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Rooyakkers is a financial advisor at Osaic Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at American Portfolios and Wealth Management Services. He is also owner of a wealth management and investment-related business serving clients. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, financial planning, retirement plan consulting, and lending solutions through a representative-driven advisory model.

Erin Larney Themig is a CFP® professional with 22 years of industry experience. She is currently affiliated with Commonwealth Financial Network and has worked at Commonwealth and Azimuth Wealth Management since 2017. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios created by its Investment Management and Research team.

Ryan Weier is a financial advisor at Osaic Advisory Services, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked in wealth management since 2008. Outside of finance, he serves as a board member for the Winter Park Ranch Water Department and has held various roles in the hospitality industry, including positions at Winter Park Resort and Moffat Restaurant. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets. The firm serves a diverse client base, including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of investment and consulting services through a representative-driven advisory model.

Lance Steinke is a CFP® professional with 26 years of industry experience. He is currently with Wells Fargo Advisors and previously worked at Bank of America and Merrill Lynch. Outside of financial advisory, he owns and manages a vacation rental property in Granby, Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, utilizing Wells Fargo’s research and planning tools to develop tailored recommendations.

Carly Jaffee is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fidelity and its affiliated entities since 2015. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing registered investment companies, use of systematic methodologies, and advisory services that include model portfolio delivery and oversight of multiple sub-advisers.

Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities. Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License. Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.

Jonathan Schultz is a financial advisor with Wells Fargo Advisors in Fraser, Colorado, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2009. Outside of his advisor role, he owns Crystal Creek Wealth Management LLC and serves as trustee for a 401(k) plan through that firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu focused on a range of client needs and integrates advisory services with various financial product and referral channels.

Martin Nee is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jordan Matola is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds the Series 66 credential. His prior experience includes roles at J.P. Morgan Securities and Wells Fargo Clearing Services LLC. Outside of his advisory work, he is a partial owner of Brand Results LLC, a car cleaning products marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing tailored investment and financial planning services. The firm offers a broad range of planning options, including specialized services such as business-owner transition and special-needs analysis, using in-house research and planning tools.

Emily Trainor is a Series 66 licensed financial advisor with Edward Jones, based in Granby, CO, and has two years of industry experience. Prior to joining Edward Jones, she worked at Swift Communications, Grand County Government, Sky-Hi News, and Summit Daily News. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Patricia Kaplan is a financial advisor at Raymond James Financial with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A. She serves as a trustee on her own family trusts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice and a wide range of implementation options.

Ea Moulton is a financial advisor with Edward Jones in Granby, Colorado, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wells Fargo Advisors, LLC and Wells Fargo Bank NA. Outside of her advisory role, she is an owner in a jewelry business started with her sister and operates an online Amazon store through an LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of household types and organizations. The firm offers various advisory programs and investment options, supported by a large nationwide network of financial advisors and branches.

Rebecca Glover is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.