Benjamin Michael is a financial advisor at Charles Schwab in Boulder, CO, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Hottenrott & Associates and various firms outside finance, such as The Old Herald and Highland Auto Wash. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized custody and supervisory services.

Angela Buttner is a financial advisor with Charles Schwab in Berthoud, Colorado, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with Charles Schwab since 2013. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and cash-sweep services.

Elizabeth Bleidt is a CFP® professional with 15 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Charles Schwab and Charles Schwab Bank from 2011 to 2017. Elizabeth is based in Longmont, CO. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Guy Huffman is a financial advisor at Charles Schwab based in Boulder, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, SSB, along with experience at Colorado State University and the Colorado State Legislature. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Ali Ternan is a CFP® designated financial advisor at OSAIC with 16 years of industry experience. He previously worked at Robert W. Baird & Co. Inc. for ten years before joining Securities America Advisors and subsequently OSAIC. Outside of his advisory role, he manages Parity Divorce, a financial planning service assisting divorcing couples with asset division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios tailored to clients’ risk tolerance and investment restrictions.

Andrea Serougi is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Andrea took a one-year break for travel before joining Merrill in 2025. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Toby Karr is a financial advisor at Edward Jones in Brighton, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Toby worked for School District 27J for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and products, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Khrista Mc Whorter is a financial advisor with LPL Financial in Erie, Colorado, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at SCF Securities, Northwestern Mutual Investment Services, Ameriprise Financial, and service in the Armed Forces. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and diversified investment strategies.

Samuel Rosis is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2016, apart from a brief period of unemployment in 2016. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Donna Hurst is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Todd Hatfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned a Bachelor's Degree from Denison University.

Abigail Moonan is a financial advisor at Wells Fargo Clearing with a Series 66 credential and no prior industry experience. Her background includes roles at Alterra Mountain Company and several other organizations, and she volunteers with the Steamboat Ski Patrol, enforcing mountain and skier safety. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by extensive research and analytics.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 years. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Witherspoon is a financial advisor at UBS Financial Services with 44 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Tiffany Blacksten is a Series 66-licensed financial advisor at Raymond James & Associates with five years of industry experience. Her prior experience includes roles at Merrill, J.P. Morgan Securities LLC, and JPMorgan Chase Bank, N.A. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Rory Lindquist is a Certified Financial Planner® with 26 years of industry experience. He currently works at UBS Financial Services and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Ethan Cobb is a financial advisor with Charles Schwab in Boulder, CO, holding a Series 66 designation. He has been with Charles Schwab since 2026 and has prior experience at Catalyst Wealth Management LLC and Innovation Partners LLC. 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 comprehensive custody and brokerage services.

Jeffrey Berg is a financial advisor with Wells Fargo Clearing in Longmont, Colorado, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Cambridge Investment Research Advisors, and Money Concepts Capital Corp. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Kurtz is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Darcy Lindblom is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2017. Outside of his advisory role, Lindblom is involved with Joey Bocci Financial, where he manages administration and client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs non-discretionary planning and analytical tools tailored to client goals and supports a broad network of advisors with specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.