Robert Dietz is a financial advisor at RBC Capital Markets with 42 years of industry experience. He has been with RBC since 2008 and previously worked at City National Bank from 2019 to 2025. Outside of his advisory role, he serves on the finance council of Sacred Heart of Jesus church and is a board member of the Sacred Heart School Foundation, where he is involved in scholarship selections and fundraising. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through a variety of advisory programs and investment options.

Christopher O'Neill is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 23 years of industry experience. His prior work includes nearly a decade at Wells Fargo Advisors before joining Raymond James in 2019. Outside of his advisory role, he owns and sells artwork through a personal business, Skull Labs. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and it supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Janae Winner is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2018 and holds Series 63 and Series 66 licenses. Prior to joining UBS, she worked at Stive Preparatory School - Rise for one year. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, including financial planning, portfolio management, and distributions of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients.

Michael Rose is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of experience in the financial services industry. He has worked at Edward Jones since 2019, following positions at Hilltop Securities Inc, Bank of Oklahoma, and Morgan Stanley Smith Barney. He serves as a member of the Guthrie Scottish Rite Investment Committee, where he reviews and makes recommendations on budgeting and investments. Edward Jones is a full-service wealth management firm with over 23,000 advisors serving more than four million clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Elena Martinez is a financial advisor with J.P. Morgan Securities in Boulder, CO, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of her advisory role, she is an owner of South Taft Ct, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Nancy Stevens is a financial advisor with Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation and bringing 22 years of industry experience. She has been with Baird since 2017 following a two-year retirement period. Outside of her advisory role, Stevens serves as a board member of the nonprofit philanthropic foundation Philanthropiece and is chairman of Boulder Community Health. Baird’s Private Wealth Management department, including the DDK Group team where Stevens works, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager selection supported by internal research and technology to provide tailored wealth management solutions.

Joseph Lavalle is a financial advisor with Merrill in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Merrill and Bank of America in 2019. Outside of his advisory role, he serves in general oversight capacities for several homeowners associations and rental property ventures. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Hope Hanrahan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a key member of The Peters Wealth Management Group. She specializes in delivering holistic financial advice to executives, entrepreneurs, professionals, and families. Through comprehensive personal consultations, Hope and her team identify client-specific goals such as diversification, liquidity events, and wealth preservation, and develop tailored strategies to support clients' financial well-being and aspirations. Hope's expertise covers a range of areas including executive compensation, family wealth management, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Hope earned her Bachelor's Degree from the University of Virginia. Since relocating to Colorado in 2009 from New York, Hope has been active in the Boulder County community, including membership in Social Venture Partners and volunteering as a Bank of America Community Volunteer. She also serves as President of the Merrill Women's Exchange and is involved with WoMAN (Women of Mergers & Acquisition). Outside of work, Hope enjoys fishing, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with her husband and two children.

Melody Kimberlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991 and is a Relationship Manager with the Sauer Wolf Vivies Group. Melody works alongside her father, Robert Sauer, combining their extensive experience to provide clients with comprehensive wealth management services. Her expertise includes commercial and private lending programs through Bank of America, customized wealth management strategies, and client relationship management. Melody holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from American Heritage School.

Jennifer Feeney is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 13 years. Feeney is based in Boulder, CO. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Raul Cerceda Cota Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank since 2018 and previously worked at Art Cleaners and CCI. 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.

Matthew Byrne is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., Confluence Incorporated, and his own Byrne Group Ltd. Byrne serves on the board of the Golden Lion's Club, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives.

Aaron Stieb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and is also involved in agricultural operations through A & A Cattle LLC and Stieb Brothers Inc., where he performs hands-on farm and cattle work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Kathleen Martin is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various capacities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment management supported by an integrated operational structure.

Joseph Bocci III is a CFP®-designated financial advisor with Raymond James Financial in Erie, Colorado, and has 19 years of industry experience. He has been with Raymond James since 2016 and also operates his own financial planning practice, Joey Bocci Financial Planning, LLC. Outside of advising, he serves on the Remuda Ranch Metropolitan District Board of Directors and is involved in an agricultural enterprise, BIKMA Performance Horses, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary planning and supports clients through varied advisory programs.

Nicholas Dodds is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Northwestern Mutual Wealth Management Company, Vanguard Group, and USAA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Daniel Schultz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2009. Outside of advising, he is a co-owner of Normark, LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through affiliated companies.

Steven Pastore is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2005. He holds the Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Nicholas Wong is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Foothills Capital Management, Maxim Financial, and involvement in the restaurant industry with AOI Sushi and Izakaya and Sushi Zanmai. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without implementing recommendations directly. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.