Alex Beda is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. He is based in Boulder, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Jacobson is a Series 65–licensed financial advisor with Fisher Investments, based in Boulder, CO, and has eight years of industry experience. He worked at Fisher Investments Europe from 2016 to 2022 before joining Fisher Investments in the U.S. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct globally diversified portfolios and offers a variety of sub-advisory and retirement plan services.

John Oliver IV is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2003 and Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Karen Cobb is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at AXA Advisors, AXA Equitable, Karl Fisher, First Pres Boulder, and RM Bedell & Associates. In addition to her advisory work, she manages an advisory business as a paraplanner and practice manager at Normark LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of affiliated funds and algorithmic support in its approach.

Justin Mueller is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 registrations and three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of a photography business, JustPictureIt, where he assists with financial statements and revenue tracking. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and customizable portfolio options.

Christopher Raftary is a financial advisor with Raymond James & Associates in Boulder, CO, holding CFP® and Series 63 credentials. He has 16 years of industry experience, including prior roles at Jackson National Life Distributors LLC. Raftary is also involved as a partner in an LLC formed to hold rental real estate. 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 offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Brady Garr is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo in various capacities since 2011. Outside of his advisory role, he has ownership interests in several investment-related entities, including an oil and gas mineral ownership company and financial planning practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Kevin Zalanskas II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Julie Lane Bockelman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in December 1994 with A.G. Edwards and joined Merrill Lynch Wealth Management in July 2009. Julie holds the Accredited Asset Management Specialist™ (AAMS™) designation, earned in 2000 through the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Julie graduated from Mesa State College in 1994 with a Bachelor’s of Business Administration degree in Management. She is a native of Western Colorado, born in Rangely, and has lived in Grand Junction for over 33 years. Julie works with the Johnson, Bockelman, Gavegan & Associates team to provide personalized financial strategies that address a range of client needs, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of her professional role, Julie enjoys camping, fishing, football, golfing, skiing, volleyball, and spending time with her husband Tim and their two daughters. She remains actively involved in her daughters’ school activities and values the flexibility her team and firm provide.

Anthony Ferrara is a CFP® certificant with four years of industry experience, currently advising at Edelman Financial Engines in Boulder, CO. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, Wood Mackenzie, and LogicManager. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term focus and managing approximately $326 billion for around 477,000 clients.

Peter Braun is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Braun serves on the Board of Directors for the Boulder Chamber of Commerce and is involved with local nonprofit organizations, including the Community Foundation Serving Boulder County and the I Have a Dream Foundation of Boulder County. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 investment strategies.

Amy Crenshaw is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for ten years before joining RBC in 2023. RBC Wealth Management serves individual investors, institutional clients, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and provides access to both in-house and third-party investment managers.

Robert Heller is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple related entities, including TD Ameritrade and BBVA, in addition to his tenure at Schwab since 2006. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Hannah Forer is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2019. Prior to her advisory career, she spent a year at George Mason University. 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.

Brett Woods is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lindsey Boyd is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Bank of America, Merrill, and RBC Capital Markets. Boyd is currently based in Boulder, Colorado. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Matthew Smith is a financial advisor at Morgan Stanley in Boulder, CO, with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at E*Trade Securities, General Electric Credit Union, Fifth Third Bank, and Zillow Group’s Dotloop. Outside of his advisory role, he is the sole proprietor of Paco Ventures LLC, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Shawn Smith is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds a Series 63 license and is based in Westminster, CO. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a variety of investment strategies.