Brittany Larson is a financial advisor at Cetera with 14 years of industry experience and holds a Series 66 credential. She has worked at various firms including Avantax Advisory Services and Larson Wealth Planners, where she continues to be involved. Outside of her advisory role, she is a partner in Larson Accounting Services LLC and provides tax preparation and accounting services through Larson Tax and Financial, Inc. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

James Munoz is a financial advisor with Wells Fargo Clearing in Boulder, Colorado. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Wells Fargo, he worked at Bank of America, Merrill, and several other financial firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines extensive research from its Wells Fargo Investment Institute with third-party analytics and offers a broad range of brokerage and advisory solutions.

Arlette Gurrola Morales is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and four years of industry experience. She has been affiliated with Wells Fargo Bank, N.A. since 2017. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Elliot Forsyth is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing from 2016 to 2023. Forsyth is a finance committee member for the Community Foundation of Boulder and also consults on restaurant operations for EVG Hospitality. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services that are tailored to clients meeting specific net-worth criteria, using Wells Fargo research and tools to develop personalized recommendations.

Maddie Roberts is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank before joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process incorporates quantitative and qualitative research, model asset allocations, and an ESG eligibility framework.

David Riffel is a CFP® professional with seven years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Dell Technologies before entering the financial services industry. Outside of his advisory role, he is Treasurer and a board member of The Children's Foundation International, a nonprofit organization. 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 consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jena Schwener is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2019 before joining Merrill. Merrill, along 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 plans, corporations, and charitable organizations.

Richard Hendry is a financial advisor at Raymond James Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James Financial Services, Inc. since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, while maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory Solutions.

Gary Segiet is a financial advisor at LPL Financial with 23 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Amy Noel, Inc. from 1998 to 2022. He holds a Series 66 designation and operates out of Boulder, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Sayre is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 63 designation and having 45 years of industry experience. Prior to joining Wells Fargo Clearing in 2016, he worked for A. G. Edwards & Sons, Inc. for nine years. Wells Fargo Advisors serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial advisors. The firm offers a range of brokerage and advisory solutions and incorporates research and analytics to support its investment approach.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at several financial institutions, including US Bank, State Farm, JPMorgan Chase Bank NA, and First Republic Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Sabo is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he operates a separate entity, Sabo Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, leveraging extensive resources and technology to support its network of over 22,800 advisors.

Joshua Overton is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has seven years of industry experience. He has previously worked at firms including Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Company. Outside of his advisory role, Overton is a part-owner of Gold Hill Theatres, a local theatre complex in Woodland Park, Colorado. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Daniel Lewis is a financial advisor with Fidelity Investments in Broomfield, Colorado, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education and community roles, including positions with the Saint Vrain Valley School District and Colorado CPR Pros. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a range of clients including charitable funds and registered investment companies and is noted for its use of AI-driven research and formal advisory roles to multiple investment vehicles.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Jason Jachimowicz is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. He is based in Boulder, CO. 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, offering financial planning and consulting with a primarily non-discretionary approach supported by proprietary research and multiple portfolio management styles.

John O is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, ASU Preparatory Academy, and various organizations in education and retail. 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, and institutional investors.

Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2021 before joining Wells Fargo Bank and Clearing in 2021. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.