Kayla Lane is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2023, she worked at Fidelity Brokerage Services LLC and JPMorgan Chase, among other roles. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Mark Parcells is a financial advisor at Osaic Wealth, Inc. in Boulder, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at First Command Insurance Services and self-employment, as well as service in the US Army. He is the sole owner of Mark F. Parcells MBA, LLC, a personal business related to his advisory work. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and multiple investment platforms to construct portfolios across a range of asset classes.

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.

Chris Gillard is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with CGI Consulting LLC for one year. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

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 with Wells Fargo entities since 2010. Outside of her advisory role, she co-owns a rental property in Firestone, Colorado. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, leveraging proprietary research and tools to develop customized recommendations.

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.

Brian Frank is a financial advisor with Ameriprise in Erie, Colorado, holding Series 63 and Series 65 credentials and seven years of industry experience. Before joining Ameriprise in 2026, he worked at The Huntington Investment Company for four years and held positions at Guaranteed Rate, BBVA-related entities, and BMO Harris Financial Advisors. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written Retirement Income Recommendation Reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities in 2019, Hua Hui Li worked at Best Buy for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework in its investment approach.

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.

Caleb Theisen is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked for three years at Ziggis Coffee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a network of more than 23,700 financial advisors nationwide.