Riley Burns is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Trinity Wealth Securities and Tristate Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured planning tools and modeling techniques.

Michael Marchese is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in strategies and advice tailored to individuals, families, and businesses to meet their financial objectives. He began his career with Merrill as a Private Banker before joining the Stager Gauss Group as a Financial Advisor in 2019. His expertise includes wealth management planning, business lending and financial services, home lending (NMLS 1858490), and a range of financial planning areas such as college education planning, retirement income, and socially responsible investing. Michael attended Metropolitan State College of Denver, where he studied Finance with a concentration in Financial Services. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). A Colorado native, Michael lives in Arvada with his wife Marissa and their dog Milo. He is involved with community organizations such as Advocates for Children CASA, Community Table Kitchen, and Junior Achievement through Bank of America Community Volunteers. Outside of work, Michael enjoys golfing, road biking, ice hockey, skiing, traveling, and spending time with family and friends.

Michelle Dilallo is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. 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 provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Carol Bowman is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, with planning services generally provided in an advisory capacity.

Douglas Behnfield is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boulder, CO. His prior experience includes ten years at UBS Financial Services before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of services from retail to institutional investing.

Daniel Lampe is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes positions at Bancwest Investment Services, Inc., Bank of the West, and TurnKey Vacation Rentals. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Kenneth Finkel is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Citigroup Global Markets for seven years. In addition to his advisory role, he maintains a personal coaching practice accredited by the International Coaching Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Chad Peters is a Wealth Management Advisor with The Peters Weather Management Group at Merrill Lynch Wealth Management in Boulder, Colorado. He has over 25 years of experience providing financial and wealth management advice and services to affluent individuals and families. His client base includes senior corporate executives, entrepreneurs, business owners, and multi-generational families. Through in-depth personal consultations, Chad works with each client to establish specific financial goals and objectives. He assists corporate executives in diversifying concentrated stock positions, supports entrepreneurs and business owners during liquidity events, and helps multi-generational families preserve wealth for future generations. His expertise encompasses areas such as corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Chad holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His education includes an Accredited Certificate Program from the University of Pennsylvania, a Juris Doctorate Degree from The John Marshall Law School, and a Bachelor's Degree from DePauw University. He is actively involved in several charitable organizations and resides in Colorado with his wife Heather and their two daughters. Chad enjoys outdoor activities such as biking, golfing, hiking, running, skiing, and spending time with his family.

Edgar Bachrach is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS Financial Services since 2003. He holds Series 63 and Series 65 designations and is based in Boulder, CO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

James Williams is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018, following three years at Financial Transition Services. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kyle Krajewski is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Prudential Insurance Company of America. He also founded SkyFox Golf, a business focused on SEO services for golf tours. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to meet diverse client needs.

Annika Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services. Her prior experience includes roles at Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of 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 plans to client goals and risk tolerances.

Robert Grasing is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Daniel Corbett is a financial advisor at Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, Corbett is the owner of Lemon Press Creative LLC, a non-investment related business. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm provides a range of services including financial planning, portfolio management, and custody, employing a blend of manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Zoe Whitmore is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise since 2012. She serves as an owner of S.E. Water Tower Operational Support, LLC, and is a board member of The Family Learning Center in Boulder, Colorado. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Gerald Marriner is a CFP® with 44 years of industry experience, currently serving at Cetera since 2023. He has previously worked with Cetera Wealth Services, LLC and operates Marriner & Company, a financial services firm he has owned since 1996. Outside of his advisory work, he owns Mariner Gallery LLC, an art consulting business focused on auction acquisitions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and unaffiliated third-party managers.

Jonathan Lieber is a financial advisor with Raymond James & Associates in Boulder, CO, holding a Series 63 designation and 38 years of industry experience. He has worked at Raymond James since 2009 and previously spent 11 years at Vail Resorts. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ivette Plaza is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1998 and at Bank of America since 2016. Plaza serves as a board member of Bay Ridge Christian Academy, contributing to the institution's strategy and priorities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jackson Edelmann is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients make informed financial decisions through personalized planning, investment guidance, and long-term wealth management strategies. His approach centers on building trusted relationships and delivering solutions that align with each client's financial goals and future. Jackson has over 7 years of experience in the financial services industry, starting his career at Bank of America with a specialization in lending and business banking. He later transitioned to Merrill Edge as a Financial Solutions Advisor, expanding his expertise in wealth management and investment strategies. His client focus areas include corporate benefits, managing new wealth, small business strategies, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Alabama and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jackson enjoys biking, football, ice hockey, skiing, traveling, and spending time with his family.

Seth Krochmal is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Boulder, Colorado. He leads Krochmal & Associates, a team with extensive experience assisting high net-worth individuals, executives, and entrepreneurs in organizing their financial lives. Their services include financial planning, portfolio strategy, and access to banking and lending solutions through Bank of America, tailored to meet clients' goals and priorities. Seth began his career at Merrill Lynch Wealth Management in Columbus, Ohio, in 2008 and has been with the firm in Boulder since 2011. He holds a Bachelor of Science in Business Administration from The Ohio State University. His professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from Dayton, Ohio, Seth and his wife, Alisa, have two sons, Ruben and Levi. The family enjoys snowboarding, music, and football.