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 in 2007. Sherrie's work focuses on developing financial strategies and advice for individuals, families, and businesses, emphasizing education and personalized planning tailored to clients' unique situations and goals. Her expertise includes serving professional athletes, women investors, corporate executives, and multi-generational families with services such as retirement planning, estate and legacy planning, executive compensation, and socially responsible investing. Sherrie holds the Certified Financial Planner (CFP) designation, Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA) credentials. She earned a bachelor's degree in psychology from Naropa University. Sherrie is an active member of the Greater Boulder community and volunteers with organizations including the Broomfield Football Club, A Precious Child, 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 in Boulder, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Prospect Financial Group. Outside of finance, he is a co-owner of Hello Penny Bar, LLC, a private mobile bar rental business. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

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.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Teagan Mcgee is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2025. Outside of her advisory role, she works as a Beverage Cart Assistant at The Ranch Country Club. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients across a broad range of financial planning needs.

Noel Culberson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as an investment committee member for the Boulder Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.

Benjamin Bailey Jr. is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at King Soopers for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay tax-efficient services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Antony D Pougnet is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Parish Finance Council for Nativity of Our Lord Catholic Church, providing financial advice to the church’s leadership. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

David Cooke is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and also has roles at Confluence Inc, among other prior positions. Cooke’s outside activities include involvement with Confluence Incorporated, which serves as a business entity related to his investment work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and investment management services through a national network of investment adviser representatives.

Janelle Frasier is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of a commercial condo rental business in Boulder, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Sheena Terry is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also serving at JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.