Eric Smith is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including Merrill, TIAA-CREF, and Investors Capital Corp. since beginning his career in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Gonzalo Carrasco Pineda is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, and prior positions in sales and retail. Charles Schwab & Co., Inc. serves a large client base, 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 employs multi-asset model portfolios alongside centralized custody and order-routing services.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to support its advisors.

Matthew Kollmorgen is a financial advisor with Edward Jones in Louisville, Colorado, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. His prior roles include positions at Legg Mason & Co LLC and Transamerica Capital Inc. In addition, he owns BK's Honey Co LLC, an online retail business focused on bookkeeping and oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Raymond Taylor is a financial advisor with LPL Financial in Longmont, CO, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies and client types.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Jack Tater is a financial advisor at Merrill with a Series 66 license and one year of industry experience. He has worked at Merrill since 2020 and previously held roles in education and the brewing industry. Merrill, along 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 offers various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Medicus is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including 19 years with LPL Financial and eight years at 1717 Capital Management Company. Outside of her advisory role, she is involved with Summit Broadcasting, a business entity unrelated to investment activities. 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, utilizing various portfolio strategies and advisor tools, and oversees substantial discretionary assets across a large network of advisors.

Monica Baldwin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James Financial Services since 2003 and owns a support company, Main Street Investments. Baldwin serves on the investment committees of the Longmont Community Foundation and the Sunshine Club, where she chairs the endowment committee. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Albert Fiorello is a financial advisor with LPL Financial based in Boulder, Colorado. He holds Series 63 and Series 65 credentials and has 27 years of industry experience. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and Questar Capital Corporation. Outside of his advisory work, he is involved in real estate services. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jill Trupp is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Wells Fargo Clearing for a total of 13 years, including her current tenure since 2016. 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 utilizes research and analytics to guide investment decisions within a broad platform of brokerage and advisory solutions.

Sela Dombrower is a financial advisor with LPL Financial based in Boulder, CO. She holds a Series 66 designation and has been affiliated with LPL Financial and its DBA Flatirons Wealth & Divorce Strategists since 2025. Before joining the financial industry, she worked at Metron and has experience related to Lawrence University and the Boulder JCC Cheryvale Day Camp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with research tools and multiple investment options.

Denise Roberts is a financial advisor at Morgan Stanley in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

Neha Anjaria is a Financial Advisor at Merrill Lynch Wealth Management. She brings nearly a decade of experience in the financial services industry, working with individuals and families to develop personalized wealth management strategies. Her expertise includes college education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, and retirement income strategies. Neha leverages Merrill's research and insights to deliver customized investment portfolios and a comprehensive range of services, including asset management, retirement planning, and trust and estate strategies. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Neha’s approach centers on transparency, trust, and simplifying complex financial decisions to help clients feel confident about their financial futures. Outside of her professional work, she enjoys running, practicing yoga, and spending time with her family.

Derek Tuz is a CFP® and ChFC® with 27 years of experience in the financial services industry. He currently works at OSAIC and has previously held roles at Lincoln Financial Advisors Corporation and Charles Schwab. Outside of his advising duties, he owns Aegis FP Services, LLC, which manages business expenses, and acts as an agent offering fixed annuities, traditional life insurance, and health savings accounts. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm uses a model-based investment approach with tools for asset allocation, portfolio optimization, and offers a variety of advisory and brokerage services.

Paul Sussman is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Raymond James Financial Services Advisor and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Dillon Tanchinh is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, First National Bank, JP Morgan Chase, and Nordstrom. 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, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Clancy is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services in Boulder, Colorado, where he has worked since 2021. His prior experience includes roles at Equitable Advisors, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Marcey Hess is a financial advisor with UBS Financial Services in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Outside of advising, she has involvement with Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.