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.

Karen Cobb is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at AXA Advisors, AXA Equitable, Karl Fisher, First Pres Boulder, and RM Bedell & Associates. In addition to her advisory work, she manages an advisory business as a paraplanner and practice manager at Normark LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of affiliated funds and algorithmic support in its approach.

Justin Mueller is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 registrations and three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of a photography business, JustPictureIt, where he assists with financial statements and revenue tracking. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and customizable portfolio options.

Christopher Raftary is a financial advisor with Raymond James & Associates in Boulder, CO, holding CFP® and Series 63 credentials. He has 16 years of industry experience, including prior roles at Jackson National Life Distributors LLC. Raftary is also involved as a partner in an LLC formed to hold rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Brady Garr is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo in various capacities since 2011. Outside of his advisory role, he has ownership interests in several investment-related entities, including an oil and gas mineral ownership company and financial planning practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Amanda Bumgarner is a financial advisor with Wells Fargo Clearing in Longmont, CO, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously held positions at BancWest Investment Services, BANK OF THE WEST, and U.S. Bancorp Investments. 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 with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Matthew Lipari is a financial advisor with Charles Schwab in Longmont, Colorado, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.