Meredith Carlton is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as a lacrosse coach at Saint Andrew's Episcopal School in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Eric Haney is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Haney serves as Board President of the Grandview Townhome Owners Association in Centennial, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erin Zuckerman is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Michael Freemire is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked for nine years. His prior experience includes roles at Kids Adventures Inc and Mission ROI, LLC. Outside of advising, he serves as president of a homeowners association and is an alternate board member of the Douglas County Colorado Water Commission. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management strategies across various platform arrangements and discloses affiliated-strategy economics and conflict-of-interest controls unique among peers.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She has worked in various capacities with Primerica Advisors since 2021 and has a long history with Primerica Financial Services dating back to 1997. Kapaun is also involved in sales of investment-related products and provides part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-based investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and offers a range of strategic, tactical, tax-managed, and income-distribution models, including options with exposure to cryptocurrency ETFs.

Bradley Atkinson is a CFP® professional with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. He holds the Series 66 designation and is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

Hope Todt is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously been affiliated with Avantax entities and Larson Wealth Planners LLC. Outside of her advisory role, she is involved in logistics through Illuminated Global Logistics LLC and provides accounting services via Larson Accounting Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joshua D'agostino is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Thea Diffendal is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes roles at BMO Bank NA, Robinhood, and TIAA-CREF. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers advisory and brokerage services through a large network, providing financial planning, model portfolio programs, and institutional platforms with a variety of investment strategies and technology tools.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Elizabeth Barnett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at LifeTime and Lakeshore Athletic Club. Outside of her advisory work, she is involved in overseeing a shoe resale business managed by her son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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 plans, corporations, and charitable organizations.

Ryan Bonnett is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, Canvas Credit Union, and Credit Union of the Rockies. He is also involved with Canvas Advisors, a business related to his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kyong Kim is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Cetera in 2023, Kim held positions at several firms including First Allied Securities, Summit Brokerage Services, and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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, supporting discretionary and non-discretionary accounts with access to both affiliated and third-party money managers.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.