Mark Parcells is a financial advisor with Osaic Wealth Inc. in Boulder, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at First Command Insurance Services, Inc., and the US Army. He is the sole owner of Mark F. Parcells MBA, LLC, a personal business related to his position at First Command. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various discretionary and third-party management strategies.

Andrea Vlad is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Morgan Stanley, RBC Capital Markets, PFM Asset Management, and Stifel. Vlad holds Series 63 and Series 66 credentials and is based in Boulder, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and delivers tailored recommendations supported by Wells Fargo research and tools.

Charles Powell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Fidelity and its affiliates since 1998. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carolyn Bondarovich is a financial advisor with LPL Financial in Louisville, Colorado, holding a Series 63 designation and possessing 43 years of industry experience. She has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 1998. Outside of her advisory role, she is involved in interior design consulting for private homes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and institutional platform services.

Jacob Jelinek is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2020 and has prior experience at Canvas Credit Union and Northwestern Mutual. Jelinek has also held roles at Colorado State University, Doane University, and Alpine Moving Company. 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 investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Ivonne Monnett Pickett is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a network of financial advisors. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Chad Shipley is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. He previously worked at KeyBank National Association and Bank of the West. Chad is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, investment strategies, and affiliated services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Grady Boles is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at National Planning Corporation and Masterpiece Planning, Inc. He is also licensed as a fixed insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services.

Scott Herrmann is a CFP® professional with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Elevations Credit Union, Cuso Financial Services, and Wells Fargo Investments. Herrmann also serves as a notary with Elevations Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Grant Campbell is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at AT&T for five years. He has been with Charles Schwab and Charles Schwab Bank SSB since 2019 and 2021, respectively. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services alongside specialized retirement plan consulting.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Boulder, where she leads the Cochran Pasko Group. She works with corporate executives, multi-generational families, small business owners, and women facing life changes to provide personalized financial advice. Her approach involves defining and prioritizing client goals and developing tailored financial strategies, leveraging Merrill's resources to help clients achieve their objectives. Her expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management, socially responsible and values-based investing, and retirement income strategies. Kelly and her team specialize in serving multi-generational families, women in transition, and corporate executives, addressing needs such as wealth transfer and legacy planning, business succession, trust and estate planning, navigating retirement benefits, family planning scenarios, and managing stock options and concentrated positions. Kelly holds a bachelor's degree from North Carolina State University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a long-time Boulder resident actively involved in the community, participating in organizations such as the Chi Omega Fraternity, Fairview High School Girls Golf Team where she serves as assistant coach, Junior Achievement, Museum of Boulder, and the WILD Council through Glider. She also serves on the advisory board for Chi Omega's local chapter and participates in mentorship programs at the Leeds School of Business at CU Boulder. Kelly enjoys golfing, working out, cooking, traveling, and spending time outdoors with family and friends.

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Gweneth Marter is a Planning Consultant at Fidelity Investments, where she collaborates with clients to develop comprehensive financial plans and provides tools and strategies to support their financial goals. She has held her current position since 2025. Prior to this role, Gweneth worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. Before joining Fidelity, she gained experience at Vanguard, serving as an Ultra High Net Worth Client Consultant Supervisor from 2021 to 2023, a High Net Worth Service Administrator in 2021, and an Ultra High Net Worth Client Consultant from 2017 to 2021. Outside of her professional career, Gweneth enjoys spending time with friends at social events and engaging in outdoor activities such as hiking, running, and skiing.

Patryck Minter is a financial advisor at Merrill with a Series 66 designation and beginning industry experience. Prior to joining Merrill and Bank of America, he has held roles in real estate and ranch operations, including positions at PAK Home Realty and Minter Ranch Company. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Shakti Davis is a financial advisor at Edward Jones in Boulder, CO, with seven years of industry experience. Davis holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, Davis worked in the hospitality and education sectors and has been involved in high school wrestling supervision through the Colorado Wrestling Officials Association, where Davis serves as president overseeing statewide development efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing over $1 trillion in assets with a large nationwide network of financial advisors.

Clayton Riddell is a CFP® professional with 22 years of industry experience, currently advising at Wells Fargo Clearing since 2018. His prior roles include positions at BancWest Investment Services, Bank of the West, J.P. Morgan Institutional Investments, Guardian Life, TD Ameritrade, UBS Financial Services, and Waddell & Reed. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research-driven portfolio management with a broad range of brokerage and advisory solutions.

Keven Coe is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity for 13 years, progressing through various roles including Financial Consultant, Investment Consultant, Retirement Relationship Manager, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. Keven works primarily with high-net worth individuals and families, designing financial strategies aimed at achieving peace of mind and financial freedom. Over his tenure, he has assisted clients in navigating complex market cycles, providing a dedicated and personalized approach to financial consulting. Outside of his professional responsibilities, Keven spends time with his wife and two sons and enjoys reading.

Eric Blockhus is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 66 licenses and with 44 years of industry experience. He has been with LPL Financial since 2004, following prior roles at Quick & Reilly, Inc. and Waddell & Reed. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools for operational research.