Nicholas Kakavas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. His prior experience includes roles at Welch Financial Planning, New York Life Insurance, and NYLIFE Securities LLC. J.P. Morgan Securities 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 and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

Jacob Van Kessel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team dedicated to providing personalized, hands-on financial services to families, businesses, and individual investors. Jacob's approach focuses on understanding each client's unique goals and implementing strategies designed to achieve them, covering areas such as risk management, retirement income strategies, trust and estate planning, philanthropic planning, and socially responsible investing. Jacob has over fifteen years of experience in the financial services industry. Before joining Merrill Lynch Wealth Management in 2008, he worked at US Bank and JPMorgan Chase in roles including personal banker, financial advisor, and branch manager. He holds several professional designations including CFP®, CRPC®, CPFA®, CAP, PIA, and RAFA. He earned his bachelor's degree in Finance and a Certificate in Entrepreneurial Studies from the University of Colorado Boulder in 2004. Outside of his professional duties, Jacob serves on the Longmont Community Foundation Board of Trustees and Investment Committee. He and his wife, Meggan, live in Longmont with their children. Jacob is also involved with community organizations such as the YWCA, There With Care, and EFAA.

Austin Shinn is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., New York Life, and several other organizations. 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 combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios, formal alternative investment processes, and centralized custody and order-routing infrastructure.

Alora Yaron is a Series 66-licensed financial advisor with Morgan Stanley in Boulder, Colorado, with nine years of industry experience. She has worked at various divisions within Morgan Stanley since 2017 and spent time at Georgia Tech from 2015 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Meagan Belford is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2015 to 2024 before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with a range of portfolio management and financial planning services.

Jay McMahon is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in investment-related business activities through ownership in Ascent Wealth Partners, LLC, and Jay P McMahon AWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Weintraub is a financial advisor with LPL Financial based in Boulder, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2009 and operates under the Meridian Wealth Management name since 2012. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Miranda Ross is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Bank of America. Outside of finance, she has worked as a cashier providing customer service. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad range of services and proprietary research to tailor investment strategies.

Tennessee Lee is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining UBS, Lee worked at Robinhood Financial, LLC and Robinhood Markets, Inc., and has experience in both the legal and retail sectors. Lee was also involved with F.U.L.E. Cart Snacks, indicating entrepreneurial activity outside the financial industry. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocation.

Alyssa Bergsma is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Buttrell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as a period at RBC Capital Markets. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Glenn Scott is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory work, he is the owner of TerreneX LLC, an agricultural business based in Boulder, Colorado. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Raymond Bevier is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory work, he manages rental property activities on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

Edward Frederick III is a CFP® with 12 years of industry experience and is currently with J.P. Morgan Securities in Broomfield, CO. He has worked at J.P. Morgan Securities since 2016, following a prior role at Catalyst Mutuals Fund Distributors LLC. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

John Terrion is a financial advisor at RBC Capital Markets with a Series 66 designation and 27 years of industry experience. He previously worked at Bank of America, N.A. for 15 years and Merrill for 28 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Kim Schell is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Waddell & Reed. Outside of her advisory work, she is a partner in a small business selling and repairing antique pocket watches at shows twice a year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Damon Marxer is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and previously worked as a CPA with Ernst & Young. Damon has decades of experience in the financial industry, having learned from and worked alongside his father, a longtime Merrill advisor. His client base includes multiple generations of active and retired individuals across several states, including Michigan and Colorado. Damon’s approach to wealth management emphasizes understanding clients’ lives and concerns, organizing their financial assets and liabilities to create a clear financial picture. He focuses on holistic, tax-sensitive strategies designed to preserve, grow, and distribute wealth while maintaining steady income streams for retirement. His investment philosophy prioritizes companies with a solid history of rising dividends, reflecting management’s commitment and consistent earnings. Damon manages personalized and defined investment strategies that may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party investments. He holds a bachelor’s degree from the University of Colorado and is a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor. Damon resides in Parker, Colorado, with his wife and two sons. Outside of work, he enjoys spending time with his family and participating in outdoor activities such as biking, camping, fishing, golfing, hiking, and adventure sports.

Peter Holland is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory practice, he coaches soccer at Boulder High School. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Sydney Clayton is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining RBC Wealth Management in 2020, she worked at TD Ameritrade from 2017 to 2020 and spent two years at Joann Fabrics. Outside of finance, she owns and operates a home cake and cupcake bakery. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.