Tennessee Lee is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining UBS, Lee worked at Robinhood Financial, LLC and Robinhood Markets, Inc., and has experience in both the legal and retail sectors. Lee was also involved with F.U.L.E. Cart Snacks, indicating entrepreneurial activity outside the financial industry. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocation.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Alyssa Bergsma is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. Merrill, along 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.

Andrew Buttrell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as a period at RBC Capital Markets. 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 manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Wayne Granger is a financial advisor with Edward Jones in Longmont, CO, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for several charter schools over the past decade. He is also the owner of a leadership consulting and coaching business, Leadership Overflow LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Glenn Scott is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory work, he is the owner of TerreneX LLC, an agricultural business based in Boulder, Colorado. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Justin Anisimow is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2020. Prior to this, he was employed at JPMorgan Chase Bank, N.A., and also spent time working at Holy Family High School and Buffalo Wild Wings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Raymond Bevier is a financial advisor at Wells Fargo Clearing with 48 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory work, he manages rental property activities on a part-time basis. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

John Terrion is a financial advisor at RBC Capital Markets with a Series 66 designation and 27 years of industry experience. He previously worked at Bank of America, N.A. for 15 years and Merrill for 28 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party managers.

Kim Schell is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Waddell & Reed. Outside of her advisory work, she is a partner in a small business selling and repairing antique pocket watches at shows twice a year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Damon Marxer is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and previously worked as a CPA with Ernst & Young. Damon has decades of experience in the financial industry, having learned from and worked alongside his father, a longtime Merrill advisor. His client base includes multiple generations of active and retired individuals across several states, including Michigan and Colorado. Damon’s approach to wealth management emphasizes understanding clients’ lives and concerns, organizing their financial assets and liabilities to create a clear financial picture. He focuses on holistic, tax-sensitive strategies designed to preserve, grow, and distribute wealth while maintaining steady income streams for retirement. His investment philosophy prioritizes companies with a solid history of rising dividends, reflecting management’s commitment and consistent earnings. Damon manages personalized and defined investment strategies that may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party investments. He holds a bachelor’s degree from the University of Colorado and is a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor. Damon resides in Parker, Colorado, with his wife and two sons. Outside of work, he enjoys spending time with his family and participating in outdoor activities such as biking, camping, fishing, golfing, hiking, and adventure sports.

Ryan Ponthier is an advisor with Thrivent Investment Management holding a Series 66 designation. He has one year of industry experience, having joined Thrivent in 2026. Prior to his advisory role, he worked in various positions within the hospitality sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Peter Holland is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory practice, he coaches soccer at Boulder High School. 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 advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Kreis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, Pepper Jack's Grille Inc, and Starbucks. 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, delivering asset-allocation advice, investment manager searches, and customized performance reporting with a process that combines quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Sydney Clayton is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining RBC Wealth Management in 2020, she worked at TD Ameritrade from 2017 to 2020 and spent two years at Joann Fabrics. Outside of finance, she owns and operates a home cake and cupcake bakery. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Joseph Wilson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles in various sectors such as education and hospitality. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Alex Beda is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. He is based in Boulder, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Jacobson is a Series 65–licensed financial advisor with Fisher Investments, based in Boulder, CO, and has eight years of industry experience. He worked at Fisher Investments Europe from 2016 to 2022 before joining Fisher Investments in the U.S. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct globally diversified portfolios and offers a variety of sub-advisory and retirement plan services.

John Oliver IV is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2003 and Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.