Meggan Van Kessel is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families, individuals, and successful business owners in developing long-term financial strategies that align with their personal and business financial goals. Meggan works closely with clients and their other advisors, including attorneys and accountants, to address total wealth management needs. With 19 years of experience, Meggan focuses on areas such as college and education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. As a Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA), she integrates investments, planning, banking, lending, and legacy considerations into comprehensive strategies that support her clients' present and future financial well-being. Meggan is a graduate of the University of Colorado at Boulder, Leeds School of Business, and is a native of Boulder. She is involved in the community through organizations such as There with Care.

Alex Brown is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to that, he worked at Hapco, Inc. DBA Tarpco and attended Kent State University. 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 and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through its Institutional Consulting Services program.

Chris Eissinger is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. Prior to joining LPL, he spent nearly a decade at Morgan Stanley Smith Barney and six years at Morgan Stanley Private Bank. Eissinger is also a Notary Public. 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 offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

Matthew Veenker is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds the CFP® and CFA® designations, along with the Series 63, 65, and 66 licenses. His prior roles include positions at First National Bank of Omaha and First Investments and Planning. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, employing tailored planning and analytical tools to support client goals. The firm also offers municipal and public finance advisory services and sponsors specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Butt is a financial advisor with Merrill in Boulder, CO, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 2001 and has concurrently worked at 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, and institutional investors.

Crystal Rubio Villalobos is a financial advisor at Charles Schwab with three years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo, and TCF Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up 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 uses multi-asset model portfolios alongside research-driven alternative investment options.

Caroline Jackson is a CFP® certified financial advisor with six years of industry experience. She currently works at UBS Financial Services and has held prior roles at Morgan Stanley Private Bank and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Hannah Matheson is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, she worked in real estate services and held positions in the U.S. Department of Defense and the hospitality industry. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

Samantha Squires is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation. She has one year of industry experience and previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Her work history also includes roles in insurance services and vacation management. Wells Fargo Advisors is a large 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 offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Kristen Hahn is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorin Bale is a financial advisor with LPL Financial in Boulder, CO, holding CFP® and ChFC® designations and 22 years of industry experience. He previously worked at Elevations Credit Union and CUSO Financial Services, LP, and currently serves on the board of the "I Have A Dream" Foundation of Boulder County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, credit unions, and charitable organizations. The firm offers diversified financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Alan Webster is a financial advisor with UBS Financial Services in Boulder, Colorado, holding a Series 63 designation and 48 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, Webster is a musician who performs with the River Rock Band. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Shannon Hertzog is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Hertzog held positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Wells Fargo. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Craig Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience within the firm. He has practiced in New York, Hong Kong, and Boulder, Colorado. For the first 12 years of his career, he worked on the municipal bond desk, transitioning to a financial advisor role nine years ago. In this capacity, he collaborates with high net worth individuals and families to support their long-term financial goals. His areas of client focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds a Bachelor's degree from the University of Florida and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Craig is committed to the Merrill tradition of community involvement and volunteers with organizations in his local community. Outside of work, his interests include biking, hiking, music, skiing, and spending time with his family.

Robert Mc Allister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Dan Weinberger is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors, where he has worked since 2009 in various capacities within the Wells Fargo organization. Outside of his advisory role, he manages an independent wealth practice and is involved in property management alongside his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

David Strand is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving at their Lafayette, CO office. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Autumn Davidson is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors, LLC. Outside of finance, she has experience working in the food service industry, including positions at Nick-n-Willy's Pizza and Southern Sun Pub and Brewery. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services through independent Financial Professionals, including financial planning, investment management, and retirement plan advisory, with access to both proprietary and third-party strategies tailored to client objectives.

Jacob Blackburn is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Blackburn held positions at Charles Schwab Bank SSB and worked in various capacities at the University of Colorado – Boulder and other organizations. 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. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated wealth management platform.

Karen Nystrom is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2004 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.