Billy Stone is a financial advisor at Edward Jones in Longmont, CO, holding CFP® and ChFC® designations with 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as vice president and board member of the Coloradans Car Club, is involved with the Skyline Kiwanis Club and its foundation, and owns a small real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Shepard is a CFP® with 17 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities LLC in Loveland, Colorado. He has been with J.P. Morgan since 2016 and is also a co-owner of a sports card business called CCJJ LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset‑allocation approach combined with centralized due diligence and an ESG eligibility framework.

Eric Gill is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Michael Gray is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2010. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, providing clients with a range of multi-asset model portfolios and an integrated platform for advisory, brokerage, custody, and cash-sweep services.

Martial Frindethie is a Series 65-licensed financial advisor with five years of industry experience. He has worked at GenEra Wealth, LLC and Leontine Holdings, Inc. since 2026, and prior to that held roles at The Millstone Evans Group, LLC and The Millstone Evans Group of RAYMOND JAMES. GenEra Wealth provides discretionary investment management and financial planning services to individuals, high-net-worth clients, businesses, and qualified retirement plans. The firm utilizes a mix of fundamental and technical analysis with long- and short-term strategies and offers specialized pension consulting and education-planning services.