Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill and has previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a variety of portfolio implementation options and tax-aware strategies.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Marcus Stookey is a financial advisor with LPL Financial based in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he has maintained employment with the City of Denver-Denver International Airport for over ten years. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients from individuals to institutions. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Karen Patel is a financial professional at Cetera with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Minnesota Life Insurance Co. and Securian Financial Services. Outside of her advisory role, she serves as a director of a homeowners association in Westminster, Colorado, where she is involved in governance and community relations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Max Vezzani is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Prior to joining Schwab, he worked at Lululemon and Towne Park - Halcyon Hotel. 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 offers both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by centralized supervision and custody.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Jack Bayliss is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation with 29 years of industry experience. He worked at Merrill from 1999 to 2014 before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Dawna Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has 38 years of experience in the financial services industry and specializes in serving high net worth individuals and their families. Dawna's approach to wealth management begins with understanding each client's unique goals and priorities to develop personalized financial strategies. She focuses on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Dawna holds a Bachelor of Science degree in Finance from California State University, Chico. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains various FINRA registrations including Series 3, 7, 9, 10, 63, and 66. Dawna provides her clients access to the investment resources of Merrill Lynch and the banking and lending capabilities of Bank of America. Outside of work, Dawna enjoys biking, cooking, hiking, reading, skiing, and spending time with her family. She and her husband reside in Longmont, Colorado, and have three adult children and one grandchild. Her professional philosophy emphasizes working closely with clients to develop tailored financial strategies aimed at helping them pursue their long-term goals.

Michelle Freilinger is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1986. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Norris is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds the Series 66 designation and is based in Boulder, Colorado. Outside of his advisory work, Norris is involved in managing rental properties and is an owner/member of Mountain Beach Adventure LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit‑sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses a combination of internal research and third-party partnerships in its investment approach.

Joseph French is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their life priorities and long-term goals. Joseph leverages the investment insights of Merrill and the banking products and services of Bank of America to provide tailored wealth management solutions. His expertise includes college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Joseph holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Colorado System. Outside of his professional work, Joseph is involved in youth sports coaching. He enjoys adventure sports, baseball, basketball, football, golfing, pickleball, skiing, spending time with his family, traveling, and practicing yoga.

Benjamin Michael is a financial advisor at Charles Schwab in Boulder, CO, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Hottenrott & Associates and various firms outside finance, such as The Old Herald and Highland Auto Wash. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized custody and supervisory services.

Elizabeth Bleidt is a CFP® professional with 15 years of industry experience. She has worked at Edward Jones since 2017 and previously held roles at Charles Schwab and Charles Schwab Bank from 2011 to 2017. Elizabeth is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shawn Faurote is a CFP®-certified financial advisor with Edward Jones, based in Thornton, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Guy Huffman is a financial advisor at Charles Schwab based in Boulder, CO, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, SSB, along with experience at Colorado State University and the Colorado State Legislature. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and advisory services.

Ali Ternan is a CFP® designated financial advisor at OSAIC with 16 years of industry experience. He previously worked at Robert W. Baird & Co. Inc. for ten years before joining Securities America Advisors and subsequently OSAIC. Outside of his advisory role, he manages Parity Divorce, a financial planning service assisting divorcing couples with asset division. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct portfolios tailored to clients’ risk tolerance and investment restrictions.