Timothy Menefee is a financial advisor at Raymond James Financial Services Advisors, Inc. with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Commonwealth Financial Network, Traverse Wealth Management, and Edward Jones. Outside of his advisory role, Menefee serves as a member of the finance and investment committee for the Bradley Family Foundation and co-owns a business involved with natural gas leases. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary investment consulting using risk profiling and modeling tools, and supports various advisory programs and specialized institutional services.

Nicholas Krenz is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Bank of Colorado. Outside of his advisory work, he is a co-owner of Normark, LLC, a business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Brenda Dixon is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of her advisory role, she serves on the Northwoods Club Investment Committee and is a member of her homeowner’s association board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in‑house and third‑party investment managers and offers a variety of advisory programs designed to meet diverse client needs.

Cheri Maasen is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and supervisory operations.

Michael Corbett is a financial advisor at Robert Baird & Co. in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Baird, he worked for the University of Oklahoma Athletics Department from 2016 to 2018. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology.

Tara Mohr is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Her practice is based in Boulder, Colorado. Outside of advisory work, she is involved in entrepreneurial ventures related to real estate, including managing investment properties and fixing and flipping houses through a personal LLC. 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 a comprehensive suite of financial planning and advisory programs, utilizing a variety of model portfolios and third-party research to support diversified and tactical investment strategies.

Douglas Jones is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including CUNA Mutual Group, CUSO Financial Services, Bancwest Investment Services, and Chase Investment Services Corp. Jones briefly operated a landscaping business from 2016 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with resources including model portfolios and research from internal and third-party providers.

Vernon Trexler is a CFP® with 49 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he acts as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Gary Edgar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edward Korth is a CFP® professional with 12 years of industry experience, currently serving at J.P. Morgan Securities in Boulder, CO. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, and Moneta Group Investment Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Tanya Mathews is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been associated with LPL Financial since 2005 and also operates Meridian Wealth Management, which she has led since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and third-party research.

Patrick Sullivan is a financial advisor with Edward Jones in Niwot, Colorado. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2025, he worked for nine years at Breakthru Beverage Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Nicholas Bode is a financial advisor with UBS Financial Services in Erie, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets services.

Stacey Muniz is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has worked with Meridian Wealth Management LLC since 2012 and has been associated with LPL Financial since 2006. Muniz is also a licensed notary public. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services with an emphasis on both discretionary and non-discretionary management supported by model portfolios and research resources.

Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gonzalo Carrasco Pineda is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, and prior positions in sales and retail. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing services.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to support its advisors.

Matthew Kollmorgen is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of advisory roles, he owns BK's Honey Co LLC, an online retail business where he handles bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Raymond Taylor is a financial advisor with LPL Financial in Longmont, CO, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.