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.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Kasha Mc Collough is a Series 66 credentialed financial advisor with seven years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Her most recent position has been with Wells Fargo Clearing since 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Lindsey Youngblood is a financial advisor at Fisher Investments with five years of industry experience. She holds a Series 65 designation and has worked at Fisher Investments since 2019, following roles at Agility Communication Group and Global Data Technology. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative screening, qualitative research, and risk management techniques.

Robert Cribbs is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with LPL Financial and has previously worked at Cuso Financial Services, Elevations Federal Credit Union, and Edward Jones. Outside of his advisory role, Cribbs is a business owner of Robby Cribbs Fly Fishing Limited in New Zealand and serves as a volunteer coach and board member for Tasman Country Baseball, a non-profit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supported by research and technology tools.

Kelly Walker is a financial advisor at Edward Jones in Longmont, CO with seven years of industry experience. She has held prior roles at the Space Science Institute and Compassion First Pet Hospitals. Kelly serves as a board member for TLC Learning Center, participating in meetings and volunteer fundraising events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Alan Romero is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 66 designations and over 25 years of industry experience. His prior roles include positions at UBS Financial Services, BBVA-affiliated firms, and Allstate Insurance Company. Outside of his advisory work, he provides after-hours transportation services via the Uber app. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Menefee is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commonwealth Financial Network, Traverse Wealth Management, and Edward Jones. Outside of his advisory role, Menefee serves as a member of the finance and investment committee for the Bradley Family Foundation and co-owns a business involved with natural gas leases. 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 investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, and supports various advisory programs and specialized institutional services.

Nicholas Krenz is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Bank of Colorado. Outside of his advisory work, he is a co-owner of Normark, LLC, a business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Brenda Dixon is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of her advisory role, she serves on the Northwoods Club Investment Committee and is a member of her homeowner’s association board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in‑house and third‑party investment managers and offers a variety of advisory programs designed to meet diverse client needs.

Cheri Maasen is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and supervisory operations.

Michael Corbett is a financial advisor at Robert Baird & Co. in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Baird, he worked for the University of Oklahoma Athletics Department from 2016 to 2018. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology.

Tara Mohr is a CFP® professional with 26 years of experience, currently serving at LPL Financial since 2003. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in non-variable insurance sales and operates a business focused on buying, fixing, and flipping investment properties. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports a wide range of strategies through its large network of advisers and offers integrated financial and insurance services alongside its advisory platform.

Douglas Jones is a financial advisor with LPL Financial in Louisville, Colorado, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes prior roles at CUNA Mutual Group, CUNA Brokerage Services, and several other financial firms, as well as a brief period operating Jones Landscaping. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Vernon Trexler is a CFP® with 49 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gary Edgar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.