Stacey Muniz is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has worked with Meridian Wealth Management LLC since 2012 and has been associated with LPL Financial since 2006. Muniz is also a licensed 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 provides a range of advisory programs, retirement plan consulting, and brokerage services with an emphasis on both discretionary and non-discretionary management supported by model portfolios and research resources.

Gonzalo Carrasco Pineda is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, and prior positions in sales and retail. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing services.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. 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 offers a range of capital markets and research resources to support its advisors.

Raymond Taylor is a financial advisor with LPL Financial in Longmont, CO, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Jack Tater is a financial advisor at Merrill with a Series 66 license and one year of industry experience. He has worked at Merrill since 2020 and previously held roles in education and the brewing industry. Merrill, along 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Medicus is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including eight years at 1717 Capital Management Company and over 19 years with LPL Financial. In addition to her advisory work, she has involvement with Summit Broadcasting, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a variety of model portfolios and research resources.

Monica Baldwin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James Financial Services since 2003 and owns a support company, Main Street Investments. Baldwin serves on the investment committees of the Longmont Community Foundation and the Sunshine Club, where she chairs the endowment committee. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Albert Fiorello is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. Outside of advisory work, he is involved in real estate services and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and a variety of investment options.

Jill Trupp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 uses research and analytics to guide investment selection within a framework of diversification and modern portfolio theory.

Sela Dombrower is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation and with one year of industry experience. Her previous roles include positions at Metron and involvement with Boulder JCC Cheryvale Day Camp. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Denise Roberts is a financial advisor at Morgan Stanley in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Neha Anjaria is a Financial Advisor at Merrill Lynch Wealth Management. She brings nearly a decade of experience in the financial services industry, working with individuals and families to develop personalized wealth management strategies. Her expertise includes college education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, and retirement income strategies. Neha leverages Merrill's research and insights to deliver customized investment portfolios and a comprehensive range of services, including asset management, retirement planning, and trust and estate strategies. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Neha’s approach centers on transparency, trust, and simplifying complex financial decisions to help clients feel confident about their financial futures. Outside of her professional work, she enjoys running, practicing yoga, and spending time with her family.

Derek Tuz is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Lincoln Financial Advisors Corporation and Charles Schwab. In addition to his advisory role, he owns Aegis FP Services, LLC, which manages business expenses, and acts as an agent offering traditional life insurance, fixed annuities, and health savings accounts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Paul Sussman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Raymond James Financial Services Advisor, Inc. and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Dillon Tanchinh is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, First National Bank, JP Morgan Chase, and Nordstrom. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Clancy is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services in Boulder, Colorado, where he has worked since 2021. His prior experience includes roles at Equitable Advisors, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Marcey Hess is a financial advisor with UBS Financial Services in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Outside of advising, she has involvement with Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Thomas Garcia is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has worked in various roles within Wells Fargo since 2009 and is involved with Hermanos Land & Cattle Co., a business he has been associated with since 1992. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Darren Klinefelter is a financial advisor at Equitable Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has entrepreneurial experience with Jeavolda Woodworks and Jeavolda Wines. He is also involved in community activities through leadership roles in the Denver Consistory executive committee and the Grand Lodge of Colorado. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized risk assessment and uses a combination of proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also associated with Wells Fargo Bank since 2016. Outside of her advisory work, she serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. 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 combines in-house research and third-party analytics to evaluate investment options, offering a broad range of brokerage and advisory solutions.