Jason Klocke is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, including previous roles at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., LPL Financial, and U.S. Bancorp Investments, Inc. He is based in Boulder, Colorado. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager selection, and customized performance reporting. The firm’s advisory process includes centralized due diligence with a mix of quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Thomas Garcia is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. Prior to joining Wells Fargo Advisors in 2023, he worked at Wells Fargo Clearing from 2016 to 2023. Outside of his advisory role, he has been involved with Hermanos Land & Cattle Co since 1992. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with other financial products and referral channels.

Alexis Khan is a financial advisor with LPL Financial in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Khan has been with LPL Financial since 1998. 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 portfolio programs, and institutional platforms, supported by extensive advisor tools and a broad network of over 22,800 investment adviser representatives.

Zachary Rymniak is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds a Series 66 license and previously worked at Raymond James & Associates, Inc. and DoorDash. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a blend of manager-traded and model-traded strategies, and reported approximately $394 billion in assets under management as of December 31, 2025.

Darren Klinefelter is a financial advisor at Equitable Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has entrepreneurial experience with Jeavolda Woodworks and Jeavolda Wines. He is also involved in community activities through leadership roles in the Denver Consistory executive committee and the Grand Lodge of Colorado. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized risk assessment and uses a combination of proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also associated with Wells Fargo Bank since 2016. Outside of her advisory work, she serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. 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 combines in-house research and third-party analytics to evaluate investment options, offering a broad range of brokerage and advisory solutions.

Jeffrey Troyan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to that, he held positions at Caldera House, Four Seasons Resort and Residences, and Snow King Resort. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a comprehensive advisory process.

Savio Nguyen is a Financial Advisor with Merrill Lynch Wealth Management in Denver. He works with individuals, families, and business owners to simplify complex financial decisions and develop personalized wealth strategies that align with their long-term goals. Nguyen assists clients in navigating important transitions such as retirement, business succession planning, family wealth transfers, and legacy planning. Nguyen began his education at Colorado State University studying Cell and Molecular Neuroscience with the initial intention of pursuing a medical career. His background in science has contributed to his analytical approach in financial advising, enabling him to analyze complex information and develop practical solutions. He holds a Bachelor’s Degree from Colorado State University and has earned the Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Nguyen serves on the board of the Young Professionals Chapter for Children's Hospital Colorado and is involved with organizations such as Camp Wapiyapi and St. John XXIII. His personal interests include basketball, cooking, dancing, fishing, golfing, painting, reading, spending time with family, traveling, and watching movies.

Patrick Dowlin is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2012. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Citigroup Global Markets. He also acts as a soliciting agent for Crump Life Insurance Services, Inc. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Gregory Reedy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of his advisory role, he serves as Vice President of Finance for the Coal Creek Elementary PTA in Louisville, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates a large network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Dylan Barrera is a financial advisor with J.P. Morgan Securities in Boulder, CO, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, National Securities/B. Riley Wealth, Robinhood, and T3 Trading Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework where appropriate.

Jared Rafferty is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at Sentinel Data Analytics Corporation and Oklahoma State University. He also has experience in data analytics and has been involved with Sioux Falls Canaries Baseball and Moser Aviation LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donald Boyd is a financial advisor at UBS Financial Services in Boulder, CO, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Boyd serves as co-treasurer and board member of the Monarch PK-8 School PTO in Louisville, Colorado. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Richard Saunders is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Joline Fantham is a financial advisor with Edward Jones in Longmont, Colorado, holding a Series 66 designation and over eight years of industry experience. Before joining Edward Jones in 2024, she worked at YB Financial Services for seven years and was self-employed for one year. 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 under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Laura Collins is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds a Series 66 designation and has worked at firms including Robert Baird & Co. and Wells Fargo Clearing. Outside of her advisory role, she serves as treasurer for Lovetryit, an organization focused on spiritual values. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting certain net-worth criteria. The firm combines advisory services with banking and lending products through a large network of advisors.

Calvin Gauss is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads the Stager Gauss Group, a team recognized by Forbes multiple years as one of the Best-in-State Wealth Management Teams for Colorado. Calvin has been with Merrill Lynch since 2000 and previously gained experience at Morgan Stanley, Westin Hotels, and Deloitte & Touche. Calvin's expertise includes wealth planning, home lending, business lending and financial services, business retirement accounts, executive compensation, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He served as the Resident Director of Merrill's Boulder, Colorado office from 2012 through 2020, overseeing nearly 50 people and an office with more than $7 billion in client assets. He holds a Bachelor's degree from the University of Vermont and has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) and CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designations. Calvin lives in Boulder with his wife Melanie and their two sons. Outside of work, he enjoys cycling, coaching baseball, CrossFit, golf, skiing, and spending time with his family. Calvin has volunteered with the Bank of America Community Volunteers and as a coach for North Boulder Little League.