Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services alongside specialized retirement plan consulting.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Cochran Pasko Group in Boulder, Colorado. Her team focuses on providing personalized financial advice to corporate executives, multi-generational families, small business owners, and women facing life changes. They develop tailored plans leveraging Merrill's resources to help clients achieve their financial goals. Kelly's expertise encompasses wealth transfer and legacy planning, philanthropy, business succession, trust and estate strategies, as well as retirement income planning, navigating social security and Medicare, and managing stock options and concentrated positions for corporate executives. She and her team prioritize understanding the unique circumstances of each client and adapt their strategies as life or market conditions change. A long-time Boulder resident, Kelly holds a bachelor's degree from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She is involved in several community organizations including the Chi Omega Fraternity, Fairview High School Girls Golf Team, Junior Achievement, the Museum of Boulder, WILD Council through Glider, and serves on an advisory board at the Leeds School of Business at CU Boulder. Her personal interests include golf, cooking, yoga, hiking, travel, and spending time with family and friends.

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Patryck Minter is a financial advisor at Merrill with a Series 66 designation and beginning industry experience. Prior to joining Merrill and Bank of America, he has held roles in real estate and ranch operations, including positions at PAK Home Realty and Minter Ranch Company. Merrill, along 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 strategies for a range of individual and institutional investors.

Shakti Davis is a financial advisor at Edward Jones in Boulder, CO, with seven years of industry experience. Davis holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Davis worked in the hospitality and education sectors and has been involved in high school wrestling supervision through the Colorado Wrestling Officials Association, where Davis serves as president overseeing statewide development efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a large nationwide network of financial advisors.

Clayton Riddell is a Certified Financial Planner (CFP®) with 22 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously held roles at BancWest Investment Services and Bank of the West. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Eric Blockhus is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has been with LPL Financial since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

James Munoz is a financial advisor with Wells Fargo Clearing in Boulder, Colorado. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Wells Fargo, he worked at Bank of America, Merrill, and several other financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines extensive research from its Wells Fargo Investment Institute with third-party analytics and offers a broad range of brokerage and advisory solutions.

Elliot Forsyth is a CFP® professional with 12 years of experience in the financial industry, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the Finance Committee of the Community Foundation of Boulder and works as a consultant for a hospitality company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Maddie Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Wells Fargo Bank. Roberts is based in Boulder, CO. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Jena Schwener is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2019 before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gary Segiet is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2005 and previously at Amy Noel, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Sayre is a financial advisor with Wells Fargo Clearing in Boulder, CO. He holds a Series 63 designation and has 44 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at several financial institutions, including US Bank, State Farm, JPMorgan Chase Bank NA, and First Republic Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Sabo is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he operates a DBA under the name Sabo Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Joshua Overton is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Jason Jachimowicz is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. He is based in Boulder, CO. 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, institutions, and municipal entities, offering financial planning and consulting with a primarily non-discretionary approach supported by proprietary research and multiple portfolio management styles.

John O is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, ASU Preparatory Academy, and various organizations in education and retail. 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 institutional investors.

Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2021 before joining Wells Fargo Bank and Clearing in 2021. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kasha Mc Collough is a Series 66 credentialed financial advisor with seven years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Her most recent position has been with Wells Fargo Clearing since 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.