Elisabeth Porrey is a Financial Advisor affiliated with Merrill Lynch Wealth Management. She focuses on helping women, families, and business owners build confidence in their financial future. Elisabeth works closely with clients to develop personalized strategies that align their finances with their life goals, addressing complex financial decisions related to major life events, career growth, entrepreneurship, and evolving family priorities. Her areas of expertise include corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, and tax minimization. She is dedicated to building long-term relationships through thoughtful planning, disciplined guidance, and ongoing client engagement. Elisabeth leverages the investment capabilities of Merrill and the banking resources of Bank of America to support clients in navigating their evolving financial needs. Elisabeth holds a Bachelor's Degree from Texas Christian University and is a Personal Investment Advisor (PIA). Outside of her professional work, she enjoys cooking, golfing, interior decorating, pickleball, spending time with her family, and traveling.

Todd Hatfield is a Senior Financial Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Todd earned a Bachelor's Degree from Denison University.

Abigail Moonan is a financial advisor at Wells Fargo Clearing with a Series 66 credential and no prior industry experience. Her background includes roles at Alterra Mountain Company and several other organizations, and she volunteers with the Steamboat Ski Patrol, enforcing mountain and skier safety. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by extensive research and analytics.

Adam Starek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he was involved in the home building industry, working at Running Rabbit Home Building Inc. and Running Rabbit Fine Art In Home Building for a combined 13 years. 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 municipalities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

John Witherspoon is a financial advisor at UBS Financial Services with 44 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor client strategies.

Tiffany Blacksten is a financial advisor with Raymond James & Associates in Boulder, CO, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Merrill, J.P. Morgan Securities LLC, and Blue Federal Credit Union. She also has experience outside finance working with Firefly Electric LLC. 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, providing financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Rory Lindquist is a Certified Financial Planner® with 26 years of industry experience. He currently works at UBS Financial Services and previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. Advisors at UBS use proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances.

Ethan Cobb is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior roles include positions at Catalyst Wealth Management LLC and Innovation Partners LLC. Charles Schwab 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 integrates non-discretionary advisory with access to affiliated discretionary SMA portfolios, supported by centralized custody and operational infrastructure.

Jeffrey Berg is a financial advisor with Wells Fargo Clearing in Longmont, Colorado, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Bank of the West, BancWest Investment Services, Cambridge Investment Research Advisors, and Money Concepts Capital Corp. 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Laura Kurtz is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through 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 client plans.

William Gordon is a CFP® with 19 years of industry experience. He is currently with Fidelity, where he has worked in various capacities since 2015, including roles at Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Outside of his advisory work, he manages a social media page focused on travel and fitness. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Gary Bedford is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Western Wealth Management LLC, LPL Financial, and his own firms Bedford Insurance Services and Bedford & Associates Inc., which he has operated since the early 1990s. Bedford is also the originator and author of a scholarly website focused on globalization, where he engages as an educator, podcast host, and speaker. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm supports both discretionary and non-discretionary management and provides proprietary model strategies under the Founders Gate Capital brand.

Dylan Swanson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and four years of industry experience. He previously worked at Corsair Capital and MG Stover, and attended the University of Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services using proprietary research and tools, with a focus on tailored recommendations and multiple compensation arrangements for advisors.

Jeffrey Erwin is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2009, following seven years at UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on diverse investment strategies and operational support tools.

Neil Schraffenberger is a Financial Consultant and Certified Financial Planner™ with Fidelity Investments. In his role, he collaborates with clients to develop and implement customized financial plans that support their individual goals. Neil has experience in financial consulting and investment advisory roles at several firms. He has held positions as Financial Consultant and Investment Consultant at Fidelity Investments since 2024, Financial Consultant Partner at Charles Schwab from 2023 to 2024, Associate Financial Advisor at First Financial Strategies LLC from 2019 to 2023, Financial Advisor at Bank of the West in 2018, and Financial Professional at AXA Advisors LLC from 2014 to 2016. Outside of his professional work, Neil's personal interests include cooking and baking, football, movies, pets, and traveling.

Christopher Carr is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, BNY Mellon Securities Corporation, BNY Mellon, and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Sharon Hart is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before joining UBS in 2024. UBS Financial Services 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 uses research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Luke Johnson is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Fidelity Investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, providing investment and fee-based financial planning services that range from cash-flow and retirement planning to specialized areas such as business-owner transition and special-needs analysis. The firm combines advisory services with other financial products and referral channels, offering tailored recommendations supported by proprietary research and planning tools.

Matthew Rich is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for LiFT Academy, an educational organization focused on supporting traditional students and those with neurodiversities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing research-driven, model-based asset allocations tailored to clients’ goals and risk tolerances.

Kayla Lane is a financial advisor at Merrill with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Merrill in 2023, she held positions at Fidelity Brokerage Services and JPMorgan Chase, among others. 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 a range of individuals, institutions, and charitable organizations.