Gregory Betsinger is a financial advisor with Edward Jones in Longmont, Colorado. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward D. Jones & Co., L.P. In addition to his advisory role, he oversees a family travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

John Mowry is a financial advisor with UBS Financial Services in Boulder, CO, holding the Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and asset allocation models.

Michael Brady is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Generosity Wealth Management LLC, which he has operated since 2008. Outside of his advisory roles, Brady serves as treasurer of the Prison Mindfulness Institute, a 501(c)(3) charity, and is involved as an alumni advisor for Lambda Chi Alpha fraternity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services, delivered through a network of independent Financial Professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Mark Stager is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, N.A. since 2011. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Morado is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Fidelity Investments. Morado has also held various positions outside finance, including involvement with local restaurants and concrete businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and financial planning services. The firm’s model includes both non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and a centralized operational structure.

Sherrie Pasko is a Wealth Management Advisor with The Cochran Pasko Group at Merrill Lynch Wealth Management in Boulder, Colorado. She has been in the financial services industry since 2001 and joined Merrill Lynch in 2007. Sherrie's work focuses on developing financial strategies and advice for individuals, families, and businesses, emphasizing education and personalized planning tailored to clients' unique situations and goals. Her expertise includes serving professional athletes, women investors, corporate executives, and multi-generational families with services such as retirement planning, estate and legacy planning, executive compensation, and socially responsible investing. Sherrie holds the Certified Financial Planner (CFP) designation, Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA) credentials. She earned a bachelor's degree in psychology from Naropa University. Sherrie is an active member of the Greater Boulder community and volunteers with organizations including the Broomfield Football Club, A Precious Child, and Community Food Share. In her free time, she enjoys training Brazilian Jiu Jitsu, snowboarding, mountain biking, and spending time with her son.

Douglas Coleman is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including 19 years at Linsco Private Ledger. Coleman Financial Services, Inc., a non-variable insurance business involving outside fixed insurance sales, is listed as one of his other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Curtis Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Keaton Zavis is a financial advisor with OSAIC in Boulder, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Prospect Financial Group. Outside of finance, he is a co-owner of Hello Penny Bar, LLC, a private mobile bar rental business. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

John Musolino is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2014. He is also affiliated with DePaul University since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial plans and offers a broad range of retail and institutional investment solutions.

Sarah Erwin is a Series 66 licensed financial advisor with Edward Jones in Longmont, Colorado, and has 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products, operating under a fiduciary standard.

Sarah Deatherage is a financial advisor at Edward Jones with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Stifel Nicolaus, JPMorgan Chase Bank, and several other financial firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment solutions supported by a large national network of advisors and branch offices.

Joseph Vidal is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 14 years of industry experience, including 16 years at Wells Fargo and current roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Vidal also has a longstanding independent business, DBA Fifth Part, which he has operated for 20 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Antony D Pougnet is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Parish Finance Council for Nativity of Our Lord Catholic Church, providing financial advice to the church’s leadership. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

David Cooke is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and also has roles at Confluence Inc, among other prior positions. Cooke’s outside activities include involvement with Confluence Incorporated, which serves as a business entity related to his investment work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management services through a national network of investment adviser representatives.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill and has previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a variety of portfolio implementation options and tax-aware strategies.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.