Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

Taylor Gustad serves as a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a role held since 2026. Prior to this, Taylor progressed through various positions within Fidelity Investments, including Investment Solutions Representative levels I through III from 2021 to 2026. Taylor holds insurance licenses in Arkansas and California. In their professional approach, Taylor emphasizes understanding each client's unique financial situation to develop clear and actionable financial plans. Outside of work, Taylor has interests that include board games, food, playing musical instruments, movies, music, and pets.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 65 and Series 63 licenses and with four years of industry experience. Prior to her current role, she was self-employed for 14 years and has been associated with Primerica Financial Services and Thomas Kapaun, Inc. since 1997. She receives additional non-investment related compensation through referrals for home security and automation products. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and provides custody and trade execution support through established partners.

Bradley Atkinson is a CFP® professional with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. He holds the Series 66 designation and is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Van Kessel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team dedicated to providing personalized, hands-on financial services to families, businesses, and individual investors. Jacob's approach focuses on understanding each client's unique goals and implementing strategies designed to achieve them, covering areas such as risk management, retirement income strategies, trust and estate planning, philanthropic planning, and socially responsible investing. Jacob has over fifteen years of experience in the financial services industry. Before joining Merrill Lynch Wealth Management in 2008, he worked at US Bank and JPMorgan Chase in roles including personal banker, financial advisor, and branch manager. He holds several professional designations including CFP®, CRPC®, CPFA®, CAP, PIA, and RAFA. He earned his bachelor's degree in Finance and a Certificate in Entrepreneurial Studies from the University of Colorado Boulder in 2004. Outside of his professional duties, Jacob serves on the Longmont Community Foundation Board of Trustees and Investment Committee. He and his wife, Meggan, live in Longmont with their children. Jacob is also involved with community organizations such as the YWCA, There With Care, and EFAA.

Kyong Kim is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Cetera in 2023, Kim worked at First Allied Securities, Inc. for six years and has held positions at several other firms since 2015. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary investment programs.

Austin Shinn is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., New York Life, and several other organizations. 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 a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios, formal alternative investment processes, and centralized custody and order-routing infrastructure.

Alora Yaron is a Series 66-licensed financial advisor with Morgan Stanley in Boulder, Colorado, with nine years of industry experience. She has worked at various divisions within Morgan Stanley since 2017 and spent time at Georgia Tech from 2015 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Meagan Belford is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2015 to 2024 before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with a range of portfolio management and financial planning services.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jose Cabrera Jr. is a financial advisor at Edward Jones with 16 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a nationwide network of over 23,700 advisors.

Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 a blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.

Tyler Dellinger is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously spent 12 years at Loveland Classical School. He is also involved with Dellinger Wealth Management, where he supports back office, compliance, and investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm uses analytical tools and tailored strategies to align with client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jay McMahon is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in investment-related business activities through ownership in Ascent Wealth Partners, LLC, and Jay P McMahon AWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Weintraub is a financial advisor with LPL Financial based in Boulder, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2009 and operates under the Meridian Wealth Management name since 2012. 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 and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Steven Myers is Vice President and Financial Consultant at Fidelity Investments. In his current role, he provides tailored, holistic financial guidance that aligns with clients' personal goals and values. He has experience in investments, retirement planning, tax-efficient investing, and estate planning considerations. Steven has been with Fidelity Investments since 2021, serving first as a Financial Consultant before advancing to his current position in 2024. Prior to Fidelity, he worked as a Financial Advisor at Raymond James from 2020 to 2021 and as a Financial Service Professional at Charles Schwab from 2018 to 2020.

Miranda Ross is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Bank of America. Outside of finance, she has worked as a cashier providing customer service. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad range of services and proprietary research to tailor investment strategies.