Ryan Cox is a financial advisor with Edward Jones in Westminster, CO, holding the ChFC® designation and Series 66 license. He has six years of industry experience and has been with Edward Jones since 2019. Outside of his advisory role, Cox owns and operates RedLine Athletics, a youth athletics training business, and coaches youth basketball with Rocky Mountain Hoops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

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® with 22 years of industry experience, currently with 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 investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options based on diversification and modern portfolio theory.

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 Burr is a financial advisor with Wells Fargo Advisors in Lyons, CO, holding a Series 66 designation and 12 years of industry experience. He previously worked at Ameriprise and SII Investments. Outside of advising, he is co-owner of Upwind Science, a company focused on designing and licensing innovative hunting products, and serves on the board of Hope For The Soul Ministries. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to deliver tailored recommendations.

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.

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.

Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Elliot Forsyth is a CFP® professional with 12 years of experience in the financial industry, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the Finance Committee of the Community Foundation of Boulder and works as a consultant for a hospitality company. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Maddie Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Wells Fargo Bank. Roberts is based in Boulder, CO. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

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.

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. He holds a Series 63 designation and has 44 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Daniel Lewis is a financial advisor with Fidelity Investments in Broomfield, Colorado. He holds the Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Fidelity, he worked in education with the Saint Vrain Valley School District and has been involved with Colorado CPR Pros since 2022. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a research-driven investment process that integrates fundamental and quantitative analysis with algorithmic portfolio construction and manages a variety of fund structures and model portfolios.

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.