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.

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.

Timothy Roberts is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® designation and Series 66 license, and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.