Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Amanda Bumgarner is a financial advisor with Wells Fargo Clearing in Longmont, CO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at BancWest Investment Services, BANK OF THE WEST, and U.S. Bancorp Investments. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Matthew Lipari is a financial advisor with Charles Schwab in Longmont, Colorado, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Ryan Flaming is a financial advisor with Primerica Advisors in Golden, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, Flaming has been involved in the brewing industry, working with Satire Brewing Company since 2019 and previously with 6and40 Brewery & Taproom. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to deliver its services.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and a proprietary money market fund.

Joshua Walker is a financial advisor with Edward Jones in Longmont, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Edward Jones since 2010. Outside of his advisory work, he serves as a pastor at Hygiene United Methodist Church and Longs Peak United Methodist Church, where he is involved in preaching, worship, and small group leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tressler II is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at Robinhood Markets, J.P. Morgan Securities, and Merrill Edge. Outside of his advisory work, he owns two YouTube channels where he creates content reviewing non-alcoholic products and conducts research and development related to property management and banking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Courtney Bloom is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She develops customized financial plans for families, focusing on addressing both current needs and future life events. Prior to her current role, she held positions at Fidelity Investments including Planning Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. Throughout her tenure at Fidelity Investments, Courtney has gained experience in financial planning and client relationship management. She collaborates with clients to create tailored strategies that align with their financial goals. Outside of her professional work, Courtney enjoys family activities, fitness, outdoor adventures, and skiing.

Christopher Givin is a Planning Consultant at Fidelity Investments, where he assists individuals and families in creating, implementing, and monitoring financial plans. He emphasizes the importance of client confidence in their financial plans to help them work toward their financial goals. Prior to his current role, Christopher served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Outside of his professional work, Christopher has personal interests that include baseball, fitness, hiking, music, and tennis.

Jerry Turner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. Turner is also the owner of MainStay Advisors, LLC and MainStay Advisors Exit Planning, where he focuses on business exit planning through a structured five-step process. Additionally, he manages a valuation assessment tool under Quist Insights. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs a non-discretionary approach tailored to client goals, utilizing risk profiling and modeling tools to support investment decision-making.

Lorelyn Glapion is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes tenure at Oracle and Anthem Inc., alongside her ongoing roles at Primerica Financial Services and PFS Investments Inc. She is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a broad advisory network and relies mainly on model-driven strategies managed by third-party asset managers.

Brandon Harper is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Julie Mccorkel is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, supported by algorithmic automation overseen by a dedicated consulting team.

Amit Shrestha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following prior roles at Wells Fargo Clearing and Wells Fargo Bank. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Benjamin Sikora is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at W.J. Doyle and has experience in diverse roles including delivery driving for DoorDash. Sikora also provides financial planning and consulting services through Bighorn Wealth Management, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Nashion Harper is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Oppenheimerfunds Distributor, Inc. before joining Charles Schwab in 2019. 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 mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized custody and order-routing arrangements.