Steven Booren is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at LPL Financial since 1996 and was previously affiliated with Prosperion Planning, LLC from 2016 to 2020. Outside of advisory work, he is the author of the book *Intelligent Investing*. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools across a wide range of investment strategies.

Grant Mckay is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He is also a passive investor in a startup firm through HSM Wealth Partners LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Leonard Schneiderman is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2010, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide array of advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Lindsay Erickson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. She has worked at various JPMorgan affiliates since 2020. Outside of finance, she teaches violin and directs an advanced ensemble and violin quartet for the nonprofit music organization Bravo!Vail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Paul Girard is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting clients with wealth management, retirement planning, and wealth transfer since 1985. Paul's practice focuses on developing personalized plans and helping clients manage cash flow during retirement. At Merrill Lynch Wealth Management, Paul employs a comprehensive Goals-Based Wealth Management approach. He works with high-net-worth clients to identify and prioritize their personal financial goals, including college education planning, family wealth management strategies, personal retirement planning, tax minimization, and retirement income. Leveraging the global resources available, he addresses complex planning needs such as funding education, ensuring retirement income sustainability, managing potential healthcare costs, and preserving wealth. Paul holds a Bachelor's Degree from Drake University and professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also involved in his community as a board member of the Willowmere Farmington HOA.

Maricela Luevanos is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 10 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and Wells Fargo Bank, N.A. since 2015. Outside of her advisory role, she co-owns a women’s clothing boutique in Gypsum, Colorado, and is involved in property management through MSP Properties, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from its investment institute and third-party sources, applying diversification and modern portfolio theory while offering both brokerage and advisory solutions.

Bret Hooper is a Series 66-licensed financial advisor with Edward Jones in Avon, CO, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he works seasonally as a part-time ski instructor for Vail Resorts, teaching children in the Beaver Creek ski development program. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Micah Jackson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Avanos Medical and US Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Jeremy Lepore is a Series 66 licensed financial advisor with Edward Jones, based in Edwards, CO. He has seven years of industry experience, including six years at US Bank before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Starratt is a Private Wealth Advisor with Merrill Private Wealth Management. He has more than 35 years of experience in the investment business, all with Merrill, where he currently advises clients with complex investment needs, including business owners, families, retirement plans, and non-profit organizations. His approach involves creating personalized plans and processes for his clients, emphasizing transparency of fees and straightforward investment strategies. Mike is a graduate of the University of California, Berkeley with a Bachelor's degree and holds the Certified Investment Management Analyst (CIMA) designation. Over his career, he has been recognized as one of Barron's Top Institutional Consultants multiple times and as a Forbes Best-in-State Wealth Advisor in 2023. As of January 2026, he advises on assets totaling over $3.0 billion. Outside of his professional work, Michael enjoys various sports such as skiing, golf, swimming, tennis, volleyball, and beach volleyball. He is also involved with the professional organization Ready to Succeed, where he volunteers.

Joseph De Fusco is a financial advisor with Equitable Advisors holding a Series 66 credential and has one year of industry experience. Prior to joining Equitable Advisors, he worked in various roles including positions at Troon Golf LLC and Fuse Music, where he remains involved. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party asset managers.

Donald Johnson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent two years with Next Financial Group, Inc. Johnson holds a minority ownership stake in Harlingwood LLC, an investment-related business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a wide range of investment advisory, financial planning, and retirement plan consulting services. The firm combines large-scale resources and research-driven investment approaches to deliver both brokerage and advisory solutions.

Brian Quinn is a financial advisor with Wells Fargo Clearing in Vail, Colorado, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also serves as a trustee for children’s trusts. 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 range of brokerage and advisory solutions supported by research and analytics.

Logan Killpack is a financial advisor with Mass Mutual Investors Services in Minturn, Colorado, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with MassMutual Life Insurance Company since 2016. Killpack is the owner of Killpack Financial, LLC, an independent insurance agency specializing in life, accident, health, and long-term care insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented financial planning engagements.

Jonathan Berstein is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Wells Fargo Clearing, Banc of America Investment Services, and Morgan Stanley DW Inc. Berstein has ownership interests in two investment-related businesses based in Boca Raton, Florida. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Steve Kehoe is a financial advisor at UBS Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at UBS since 2013. His prior experience includes eight years at Morgan Stanley DW Inc. and one year at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Watson Bailly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Cetera since 2019 and previously spent seven years at Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across multiple program structures.

Lori Wellins is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Wells Fargo Clearing since 2017 and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she holds a minority ownership stake in Bluetip Enterprises, LLC. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.