Eric Haney is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Haney serves as Board President of the Grandview Townhome Owners Association in Centennial, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erin Zuckerman is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Michael Freemire is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 65 designation and has previously been involved with Kids Adventures Inc, Mission ROI, LLC, and Total Turf & Landscape, Inc. In addition to his advisory role, he serves as President of Patio Plus HOA and is an alternate board member of the Douglas County Colorado Water Commission. He is also an author and owns Full Circle Financial of Colorado Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 65 and Series 63 licenses and with four years of industry experience. Prior to her current role, she was self-employed for 14 years and has been associated with Primerica Financial Services and Thomas Kapaun, Inc. since 1997. She receives additional non-investment related compensation through referrals for home security and automation products. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through established partners.

Bradley Atkinson is a CFP® professional with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. He holds the Series 66 designation and is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

Hope Todt is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously been affiliated with Avantax entities and Larson Wealth Planners LLC. Outside of her advisory role, she is involved in logistics through Illuminated Global Logistics LLC and provides accounting services via Larson Accounting Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Thea Diffendal is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial, she worked at TIAA and TIAA-CREF for 16 years and has held roles at BMO Bank NA and Robinhood. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management styles and providing access to model portfolios and research from various sources.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Elizabeth Barnett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at LifeTime and Lakeshore Athletic Club. Outside of her advisory work, she is involved in overseeing a shoe resale business managed by her son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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 plans, corporations, and charitable organizations.

Kyong Kim is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Cetera in 2023, Kim worked at First Allied Securities, Inc. for six years and has held positions at several other firms since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary investment programs.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 a blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.

Steven Myers is Vice President and Financial Consultant at Fidelity Investments. In his current role, he provides tailored, holistic financial guidance that aligns with clients' personal goals and values. He has experience in investments, retirement planning, tax-efficient investing, and estate planning considerations. Steven has been with Fidelity Investments since 2021, serving first as a Financial Consultant before advancing to his current position in 2024. Prior to Fidelity, he worked as a Financial Advisor at Raymond James from 2020 to 2021 and as a Financial Service Professional at Charles Schwab from 2018 to 2020.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.