Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a non-discretionary advisory approach.

Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Ryan Keeran is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Halliburton for 13 years and briefly owned a drop shipping business called Emergence Junkie. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor footprint and affiliated financial services beyond advisory offerings.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Matthew Byrne is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., Confluence Incorporated, and his own Byrne Group Ltd. Byrne serves on the board of the Golden Lion's Club, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives.

Aaron Bongard is a financial advisor at Edward Jones in Boulder, CO, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a commercial condo rental business in Boulder. 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 large network of financial advisors and branch offices across the country.

Aaron Stieb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and is also involved in agricultural operations through A & A Cattle LLC and Stieb Brothers Inc., where he performs hands-on farm and cattle work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Kathleen Martin is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various capacities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment management supported by an integrated operational structure.

Joseph Bocci III is a financial advisor with Raymond James Financial Services Advisors, holding the CFP® designation and Series 66 license, with 18 years of industry experience. He has been with Raymond James since 2016 and also operates Joey Bocci Financial Planning, LLC. Outside of his advisory work, he serves on the board of the Remuda Ranch Metropolitan District and is involved in agricultural business through BIKMA Performance Horses, LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth investors, and public entities. The firm offers tailored, primarily non-discretionary advisory services and maintains specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Rachael Christensen is a financial advisor at LPL Financial with 10 years of industry experience. She holds a Series 66 designation and has previously worked at BancWest Investment Services, Inc. and BMO Bank NA, where she continues to hold an advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Richard Riley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Primerica since 2001 and also spent five years with Andy Frain Services. Outside of his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while overseeing model implementation through BNY Mellon Advisors.

Alexander Liss is a CFP® and ChFC® with eight years of industry experience. He is currently affiliated with Cetera and holds ownership and leadership roles in multiple financial services and planning firms, including Alexander Liss Wealth Management, LLC and Dialed-In Planning. His career includes prior experience at Union Pacific and Securities America Inc. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, with a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Nicholas Dodds is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 11 years of industry experience, with prior roles at Northwestern Mutual Wealth Management Company, Vanguard Group, and USAA. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across various platform arrangements.

Svitlana Murtha is a financial advisor with Ameriprise in Thornton, CO, holding a Series 66 designation and 10 years of industry experience. She previously worked at Wells Fargo Clearing for nine years before joining Ameriprise in 2025. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports through a centralized consulting team.

Paige Sarrels is Vice President and Branch Leader at Fidelity Investments, a role she has held since 2026. She has held various positions at Fidelity Investments since 2016, including Vice President and Regional Planning Consultant, Vice President and Financial Consultant, Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Relationship Banker at JP Morgan Chase from 2010 to 2016. In her career, Paige has focused on building high-performing teams and fostering a culture centered on collaboration, accountability, and growth. She emphasizes authentic relationships and a client-centered approach in her leadership. Paige is passionate about investing in the development of financial professionals and creating environments where clients feel valued and associates are inspired. Outside of her professional responsibilities, Paige enjoys biking, camping, attending concerts, golfing, spending time with pets, and volunteering.

Daniel Schultz is a financial advisor at Ameriprise with 24 years of industry experience. He holds a Series 66 designation and has been with Ameriprise in various capacities since 2009. Outside of advising, he is a co-owner of Normark, LLC, a business unrelated to investment activities. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that address income sources and tax-efficient withdrawal strategies. The firm combines research and modeling with advisory services and offers a broad range of brokerage and insurance solutions through affiliated companies.

Steven Pastore is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO Private Ledger, since 2005. He holds the Series 63 and Series 65 designations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, leveraging research and model portfolios from multiple sources.

Hayden McMillan is a Financial Consultant at Fidelity Investments, bringing a comprehensive approach to financial planning. In this role, he collaborates closely with clients and their families to develop financial plans that align with their values and goals. Hayden has held multiple positions within Fidelity Investments since 2016, including Investment Consultant, Planning Consultant, Portfolio Specialist, and Client Management Representative. His experience reflects a broad range of expertise in investment solutions, retirement planning, and client management. Prior to joining Fidelity, he interned at Raymond James from 2015 to 2016. Outside of his professional work, Hayden has interests in board games, food, football, parenthood, reading, and skiing.

Max Buhler is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His background includes roles at Concordia Capital and an internship at Brigham Young University during his studies there. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage diversified portfolios and serves as a registered commodity pool operator with involvement in model portfolio delivery and fund governance.