Marva Amerine is a financial advisor with Edward Jones, holding a Series 66 designation and five years of industry experience. She has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kent Welley is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley and its affiliated Private Bank since 2017, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning through dedicated Financial Advisors and an Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist clients.

Trevor Petty is a Financial Advisor at Thrivent Investment Management with Series 66 credentials and recent industry experience beginning in 2025. Prior to joining Thrivent, he served on the board of Colorado Christian Campus Ministries for over a decade and currently serves on the boards of Future of Faith and a local condominium association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary portfolio management.

Amelia Guidi is a financial advisor at Morgan Stanley with 14 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2019 and was previously with UBS Financial Services from 2013 to 2019. Outside of her advisory role, she serves on the finance committee for the St. Vrain Valley School District and is involved with RAKD Fitness LLC, a personal training business. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Marcel Wehr is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also operates a CPA practice and works as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple portfolio management options and proprietary model strategies, with tailored approaches to meet client objectives.

John Givens is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 registrations and bringing 46 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Moses Yoder is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Zayo Group, StrataCore, and CenturyLink/LUMEN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.

Robert Schutzius is a financial advisor with J.P. Morgan Securities in Longmont, Colorado, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America/Merrill Lynch and Nations Financial Group. Outside of his advisory work, he is a principal and owner of Stampede Energy, a petroleum engineering consulting firm. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a combination of advisory and brokerage capabilities.

Stephanie Mcdonald is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill, Bank of America, and Headrush Technologies. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and fund-of-funds structures.

Hanna Khoronov is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Merrill, Impact Wealth, and Transamerica Financial Advisors, Inc. 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 retirement plan consulting, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Carolyn Newton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1997. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure for its services.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Front Range region including Fort Collins and Boulder. She specializes in personal retirement planning, philanthropic planning, and women and wealth. Rachael holds a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration with a certificate in applied finance from Colorado State University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before entering financial advising, Rachael spent nearly a decade working in municipal government where she developed skills in creating strategic solutions for complex problems. Her approach centers on helping clients navigate retirement, charitable giving, legacy planning, and major life transitions. Rachael emphasizes that financial success is about enabling individuals and families to live freely, support important causes, and move confidently toward their futures. Outside of her professional work, Rachael is active in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. She resides in Fort Collins with her husband, Trace, and enjoys outdoor activities such as ice climbing, cycling, paddleboarding, and hiking.

David Brown is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Transamerica Financial Advisors, Inc. and World Financial Group. In addition to his advisory work, he is the owner of two businesses, DB Softwerx and DB Prowerx, which are not related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

Lynn Shook is a financial advisor with Raymond James & Associates, holding a Series 66 license and 18 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Riley Burns is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Trinity Wealth Securities and Tristate Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured planning tools and modeling techniques.