Carol Lanes is a financial advisor with Kestra Advisory, holding a Series 66 designation and 20 years of industry experience. She has worked with Kestra Advisory since 2016 and also operates Maleta Wealth Management, providing registered representative activities, insurance, and investment advisory services. Outside of her advisory roles, she is employed at Proplanco Management in a limited capacity. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary services, plan design, compliance testing, and access to multiple management platforms and third-party solutions. The firm serves a wide range of clients, including large institutional investors such as sovereign wealth funds.

Joshua Cook is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 65 designation and has prior experience with Commonwealth Financial Group. Outside of financial services, he has worked in the food and beverage sector, including roles at Cut Meat and Seafood and Drunken Goat. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and clients’ savings rates.

Matthew Otto is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Hightower Advisors. He has worked with HighTower Securities and Hightower Advisors since 2016. Outside of his advisory role, he is involved as an investor and partner in the acquisition and management of multifamily apartment complexes and commercial real estate in Sarasota, Florida. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions and access to proprietary research to support portfolio construction, including mutual funds, ETFs, alternative investments, and custom indexing.

Ryan Barber is a financial advisor with &PARTNERS, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked at Edward Jones for 20 years before joining &PARTNERS in 2024. Outside of advising, he is the owner of EB Dwellings LLC, a business that manages a second home rental. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, financial planning, ERISA consulting, and investment banking, utilizing both proprietary and third-party portfolio management strategies with fundamental, technical, and quantitative analysis.

Shamya Ullah is a financial advisor with NewEdge Advisors, holding a Series 66 designation and 18 years of industry experience. Prior to joining NewEdge Advisors, Ullah held roles at City National Bank, RBC Capital Markets, and Morgan Stanley. Outside of advisory work, Ullah serves on the boards of One Community, a media and entertainment company, and Families in Schools, a nonprofit focused on educational support, and is a member of the Board of Councilors at the USC Rossier School of Education. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combined with centralized due diligence and technology tools to support advisors and clients.

Amanda Falkum is a CFP® with 22 years of experience in the financial industry. She is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, LLC and Kovitz Securities, LLC. Her background includes roles at Foreside Financial Services, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm’s investment approach combines active and passive strategies within a tax- and fee-sensitive framework and offers a range of services including portfolio management, financial counseling, and fiduciary consulting.

Andrew Alvine is a financial advisor with Raymond James & Associates in Silverthorne, Colorado, holding a Series 66 credential and nine years of industry experience. His prior roles include five years at Edward Jones and seven years at Alvine Engineering. Outside of advisory work, he is employed part-time as a greeter at Vail Resorts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm emphasizes tailored financial planning and consulting with a range of portfolio management styles, supported by firm research and affiliated sub-advisers.

Julia Karasik is a financial advisor with Morgan Stanley, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she works as a seasonal ski instructor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Robin Drabant is a CFP® professional with 16 years of industry experience, currently serving clients at Edward Jones since 2013. Based in Breckenridge, CO, Drabant has held leadership roles in the Breckenridge Mountain Rotary Club, including past president. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large national network of advisors and offices.

Jay Mechling is a financial advisor with UBS Financial Services in Minturn, CO, holding Series 63 and Series 65 designations and 41 years of industry experience. He has been with UBS since 2008. Mechling serves on the board of directors for Austin Recovery, a nonprofit organization focused on drug and alcohol rehabilitation. 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 uses proprietary research to tailor advice to client goals and risk tolerances.

Tammie Schroeder is a CFP® certificant with 20 years of experience in the financial industry. She has been with Edward Jones since 2005. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Jurkiewicz is a Wealth Management Advisor at Merrill Lynch Wealth Management with over 34 years of experience. He is a founding member of The JB Group, where he advises a select circle of affluent client families, providing expertise in family wealth management strategies, legacy planning, philanthropic planning, and portfolio management services. His work extends nationally, serving senior-level executives and business owners across a variety of industries with a focus on multi-generational wealth transfer, retirement, and post-liquidity event planning. Mr. Jurkiewicz holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Retirement Plans Specialist (CRPS), and Certified Plan Fiduciary Advisor (CPFA). He earned a Bachelor's degree in International Political Economy from Colorado College and an MBA in Finance and Accounting from the University of Chicago Booth School of Business, supplemented by an associate degree from Jagiellonian University and a master's degree from the University of Chicago. He provides highly customized financial strategies and emphasizes the integration of clients' teams of CPAs, attorneys, and firm specialists. He and his wife Rachel, a retired oncology nurse and hospice volunteer, reside in Denver and enjoy outdoor activities including golfing, hiking, skiing, and fly fishing. He is also active in fostering community involvement, having founded a group within his office that supports charitable organizations focusing on hospice care, cancer, mental healthcare, and dyslexia among others.

Mason Burnside is a financial advisor with Charles Schwab, holding a Series 66 designation and two years of industry experience. His career includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc., as well as prior positions outside the financial industry. Charles Schwab & Co., Inc. serves primarily 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 affiliated discretionary separate managed accounts and employs multi-asset model portfolios supported by extensive research and due diligence.

Joseph Murto is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Ameriprise Financial Services, Inc. for 16 years before joining Cetera. Outside of his advisory role, he owns Alpine Wealth Management, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors.

David Greenman is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market models to tailor strategies to clients' goals.

Chad Robinson is a financial advisor with LPL Financial in Frisco, CO, holding the Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he serves on the finance committee of Team Summit, a nonprofit organization. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to research, model portfolios, and various investment strategies.

Joel Schiffman is a financial advisor at Cambridge Investment Research Advisors with 40 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials and has worked previously at Schroder Investment Management North America and Janus Management Holdings. He serves as a board member at Instinct Digital Limited, a technology services company based in Vail, Colorado. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, and charitable organizations. The firm offers a range of investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Richard Lopez is a financial advisor with Charles Schwab holding a Series 66 designation and is based in Frisco, CO. His prior experience includes roles at JP Morgan Chase, First Republic Bank, and Charles Schwab Bank. Before transitioning into financial services, he worked in the hospitality industry and in community services. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Richard Rohr is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves as a trustee for the Clementine Lockwood Peterson Foundation, assisting in the oversight of the foundation’s investment portfolio. UBS Financial Services serves individual, corporate, and institutional clients through 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 through a comprehensive platform that includes proprietary research and capital markets services.

Steven Booren is a financial advisor with LPL Financial in Vail, Colorado, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He has been with LPL Financial since 1996 and previously worked at Prosperion Planning, LLC from 2016 to 2020. He is also the author of the book *Intelligent Investing*. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.