Matt Frederick is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 2 years of industry experience. He has been with Wells Fargo Clearing since 2012. 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Claire McKee is a Planning Consultant at Fidelity Investments, a position she has held since 2022. She has been with Fidelity Investments since 2019, gaining experience in various roles including Relationship Manager, Managed Accounts Support Specialist, Investment Solutions Representative, and Customer Relationship Advocate. Throughout her career, Claire has focused on educating and assisting clients in finding strategies to pursue their personal and unique goals. Her experience at Fidelity Investments spans several areas of client support and investment solutions, contributing to her comprehensive understanding of financial planning and client relationship management. Outside of her professional life, Claire's interests include cooking and baking, spending time at the lake, reading, and traveling.

Matthew Donahue is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 14 years of industry experience. He has worked at Raymond James since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Amin Dabit is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2023. His prior roles include positions at AD Capital, Alto Solutions, and Personal Capital Advisors. Outside of his advisory work, he is the owner of AD Capital, a holding company for industrial real estate. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online platforms.

Patrick Seal is a CFP® professional affiliated with LPL Financial, with 32 years of industry experience. He has worked at LPL Financial since 2025 and has a long tenure at Elevations Federal Credit Union starting in 2004, as well as prior experience with CUSO Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools such as machine learning for research and operations.

Daniel Rothery is a Series 65-licensed financial advisor with Edelman Financial Engines, bringing experience from several prior roles including positions at Deutsche Bank Trust Company and Pathstone. He joined Edelman Financial Engines in 2026 and is based in Erie, Colorado. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Thomas Blythe II is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Janus Management Holdings Corp and Janus Distributors LLC. His current roles include positions at both Merrill and Bank of America. 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 a range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Collin Kurcz is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds a Series 66 designation and has worked previously at Citizens State Bank and in several other roles prior to joining Baird. Outside of his advisory work, he has experience with extended travel. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.

Stephen Thomson Jr. is a Certified Financial Planner (CFP®) with 20 years of industry experience, all of which he has spent at Edward Jones in Lafayette, CO. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Kevin Rodriguez is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and Series 66 designations and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a wide range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michelle Emerick is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently associated with LPL Financial and has held prior roles at Elevations Credit Union, CUSO Financial Services, LP, and U.S. Bancorp Investments, Inc. Her professional background includes work in wealth management services related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial activities.

Owen Tveten is a financial advisor with Thrivent Investment Management in Longmont, CO, holding a Series 66 credential and 29 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as a trustee involved in ranch management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers comprehensive, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Jeanzen Muriel Mercado is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Nathaniel Cicotello is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Charles Schwab and Charles Schwab Bank since 2010. 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 utilizes multi-asset model portfolios alongside a formal alternative-investment offering.

Christopher Dickens is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at PNC Investments LLC and Key Investment Services. 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 offers a combination of brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Colin Cunningham is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company in 2021, and spent 11 years at O'Meara Ford. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Anthony Urrutia is a financial advisor at LPL Financial with eight years of industry experience and a Series 66 designation. He has worked at LPL Financial since 2021, and prior to that held roles at Waddell & Reed, Edward Jones, and Farmers Financial Solutions. Outside of finance, he is involved in basketball player development and training, a business he has operated since 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and third-party asset management, supported by a broad platform of investment strategies and advisor tools.

Kristy Tochihara is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Wells Fargo Advisors since 2016. Outside of her advisory role, she serves as co-trustee for the Finet Practice 401(k) plan and holds partial ownership in multiple investment-related entities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools and integrates advisory services with other financial product and referral channels.

Billy Funderburk is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with LPL Financial and has previously worked at Securities America, Inc. and Edward Jones. Funderburk operates a business under the DBA Funderburk Financial related to his advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services through a large network of advisors and utilizes both proprietary and third-party strategies.

Harry Koplar is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise since 2011, including its affiliated entities. Koplar is also employed as a financial advisor for S.E. Water Tower Operational Support LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, delivering non-discretionary, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.