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 with J.P. Morgan Securities in Boulder, CO, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity. Outside of finance, he is an owner and partner of a construction business specializing in subcontracting for concrete and masonry projects. 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 applying an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 licenses and four 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers advisory and brokerage services, including financial planning and access to third-party asset management, with a range of investment strategies implemented by a large network of investment adviser representatives.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

Matthew Helm is a CFA® charterholder based in Boulder, CO, with seven years of industry experience. He has held positions at Merrill since 2026, and previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Karen Patel is a financial professional at Cetera with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Minnesota Life Insurance Co. and Securian Financial Services. Outside of her advisory role, she serves as a director of a homeowners association in Westminster, Colorado, where she is involved in governance and community relations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Max Vezzani is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Prior to joining Schwab, he worked at Lululemon and Towne Park - Halcyon Hotel. 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by centralized supervision and custody.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Jack Bayliss is a financial advisor at Edward Jones in Boulder, CO, holding a Series 66 designation with 29 years of industry experience. He worked at Merrill from 1999 to 2014 before joining Edward Jones in 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Dawna Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has 38 years of experience in the financial services industry and specializes in serving high net worth individuals and their families. Dawna's approach to wealth management begins with understanding each client's unique goals and priorities to develop personalized financial strategies. She focuses on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Dawna holds a Bachelor of Science degree in Finance from California State University, Chico. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains various FINRA registrations including Series 3, 7, 9, 10, 63, and 66. Dawna provides her clients access to the investment resources of Merrill Lynch and the banking and lending capabilities of Bank of America. Outside of work, Dawna enjoys biking, cooking, hiking, reading, skiing, and spending time with her family. She and her husband reside in Longmont, Colorado, and have three adult children and one grandchild. Her professional philosophy emphasizes working closely with clients to develop tailored financial strategies aimed at helping them pursue their long-term goals.

Michelle Freilinger is a financial advisor at Merrill with 32 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1986. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Norris is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He holds the Series 66 designation and is based in Boulder, Colorado. Outside of his advisory work, Norris is involved in managing rental properties and is an owner/member of Mountain Beach Adventure LLC. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit‑sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and uses a combination of internal research and third-party partnerships in its investment approach.

Michael Callahan is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and Transamerica Corporation. Outside of advising, he owns Emcee Services Ltd., a business focused on expense management, and also serves as a notary public. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to both affiliated and third-party investment strategies.

Joseph French is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their life priorities and long-term goals. Joseph leverages the investment insights of Merrill and the banking products and services of Bank of America to provide tailored wealth management solutions. His expertise includes college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Joseph holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Colorado System. Outside of his professional work, Joseph is involved in youth sports coaching. He enjoys adventure sports, baseball, basketball, football, golfing, pickleball, skiing, spending time with his family, traveling, and practicing yoga.