Nicholas Wong is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Foothills Capital Management, Maxim Financial, and involvement in the restaurant industry with AOI Sushi and Izakaya and Sushi Zanmai. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a broad range of topics without implementing recommendations directly. The firm combines planning with managed-account programs under a consolidated billing option while maintaining separate service delivery.

Donnie Washington is a Financial Consultant currently working at Fidelity Investments since 2025. In this role, he assists individuals, families, and businesses in developing personalized investment strategies aimed at securing their financial futures. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025, a Financial Advisor at Edward Jones from 2023 to 2024, and a Financial Representative at Northwestern Mutual in 2023. Throughout his career, Donnie has focused on understanding clients' unique goals, values, and risk tolerance to provide tailored financial guidance. He emphasizes a thoughtful and long-term approach to help clients navigate complex markets and make informed decisions aligned with their vision of success. Outside of his professional work, Donnie has interests in board games, social events with friends, golf, hiking, and spending time with pets.

Gregory Betsinger is a financial advisor with Edward Jones in Longmont, Colorado. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, all with Edward D. Jones & Co., L.P. In addition to his advisory role, he oversees a family travel agency business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Evan Paine is a Vice President and Financial Consultant at Fidelity Investments, based in the Broomfield, Colorado location. He works directly with clients to help identify their financial goals and develop plans to achieve them, utilizing a holistic approach to investing and planning. Evan has been with Fidelity Investments since 2012, progressing through several roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Vice President Financial Consultant since 2016. He holds insurance licenses in Arkansas and California.

Luke Camper is a financial advisor with Ameriprise in Superior, Colorado, holding a Series 66 designation and five years of industry experience. Prior to his current role, he worked at Merck and Moog Inc. He has been affiliated with Ameriprise since 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering services such as the Ameriprise Premier Retirement Income service, which provides written retirement income recommendations and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Angela Pratt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Fidelity, she was involved with Fellowship Denver Church and CRU (Campus Crusade for Christ). Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a range of mutual funds, ETFs, and ETPs.

John Mowry is a financial advisor with UBS Financial Services in Boulder, CO, holding the Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and asset allocation models.

Michael Brady is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Generosity Wealth Management LLC, which he has operated since 2008. Outside of his advisory roles, Brady serves as treasurer of the Prison Mindfulness Institute, a 501(c)(3) charity, and is involved as an alumni advisor for Lambda Chi Alpha fraternity. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services, delivered through a network of independent Financial Professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Mark Stager is affiliated with Merrill and holds Series 63 and Series 65 licenses. He has 46 years of industry experience, including a 15-year tenure at Bank of America, N.A., and a 46-year association with Merrill. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a variety of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform to access a wide range of financial products and services.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. in Westminster, CO, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent support company contracted to Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by extensive research and a broad affiliate network.

Jonathan Morado is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Fidelity Investments. Morado has also held various positions outside finance, including involvement with local restaurants and concrete businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and financial planning services. The firm’s model includes both non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and a centralized operational structure.

Sherrie Pasko is a Wealth Management Advisor with The Cochran Pasko Group at Merrill Lynch Wealth Management in Boulder, Colorado. She has been in the financial services industry since 2001 and joined Merrill Lynch Wealth Management in 2007. Sherrie works with a range of clients including professional athletes, women investors, corporate executives, and multi-generational families, helping them define and prioritize their financial goals through personalized strategies and education. Her areas of expertise include college and education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and managing new wealth. Sherrie holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). She earned a bachelor's degree in psychology from Naropa University and is fluent in English and French. Sherrie is active in the Greater Boulder community and volunteers with organizations such as A Precious Child, Broomfield Football Club, and Community Food Share. In her free time, she enjoys training Brazilian Jiu Jitsu, snowboarding, mountain biking, and spending time with her son.

Douglas Coleman is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including 19 years at Linsco Private Ledger. Coleman Financial Services, Inc., a non-variable insurance business involving outside fixed insurance sales, is listed as one of his other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Curtis Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Keaton Zavis is a financial advisor with OSAIC based in Boulder, CO, holding a Series 66 designation and eight years of industry experience. His prior work history includes roles at Commonwealth Financial Network and Prospect Financial Group. Outside of advising, he is a co-owner of Hello Penny Bar, LLC, a private company providing mobile bar rentals. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

John Musolino is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2014. He is also affiliated with DePaul University since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial plans and offers a broad range of retail and institutional investment solutions.

Sarah Erwin is a Series 66 licensed financial advisor with Edward Jones in Longmont, Colorado, and has 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated products, operating under a fiduciary standard.