Daniel Medina is a financial advisor at J.P. Morgan Securities with 24 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of his advisory role, he is a co-owner of Windy City Housing LLC, a residential rental property business he operates with his wife. 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 an ESG eligibility framework to support its recommendations.

Elliot Forsyth is a CFP® professional with 12 years of experience in the financial industry, currently with Wells Fargo Advisors. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. He serves on the Finance Committee of the Community Foundation of Boulder and works as a consultant for a hospitality company. 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 tailored recommendations using Wells Fargo research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Maddie Roberts is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Wells Fargo Bank. Roberts is based in Boulder, CO. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

David Riffel is a CFP® professional with seven years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Dell Technologies before entering the financial services industry. Outside of his advisory role, he is Treasurer and a board member of The Children's Foundation International, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jena Schwener is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets, LLC from 2015 to 2019 before joining Merrill. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Hendry is a financial advisor at Raymond James Financial with over 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Raymond James Financial and its affiliates since 1999. Outside of his advisory work, he coaches a high school multisport triathlon club in Colorado Springs. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs for municipal advisory services and employer-sponsored retirement plans.

Gary Segiet is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2005 and previously at Amy Noel, Inc. for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Thomas Sayre is a financial advisor with Wells Fargo Clearing in Boulder, CO. He holds a Series 63 designation and has 44 years of industry experience. Prior to his current role, he worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Sanchez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and one year of industry experience. He has worked at several financial institutions, including US Bank, State Farm, JPMorgan Chase Bank NA, and First Republic Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Sabo is a financial advisor with LPL Financial in Boulder, Colorado, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he operates a DBA under the name Sabo Financial Group, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing model portfolios and research from various sources to support discretionary and non-discretionary management.

Joshua Overton is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Daniel Lewis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education roles including positions at the Saint Vrain Valley School District and San Diego Unified School District. He is also involved with Colorado CPR Pros. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. 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 strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Jason Jachimowicz is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. He is based in Boulder, CO. 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, institutions, and municipal entities, offering financial planning and consulting with a primarily non-discretionary approach supported by proprietary research and multiple portfolio management styles.

John O is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, ASU Preparatory Academy, and various organizations in education and retail. 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, and institutional investors.

Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2021 before joining Wells Fargo Bank and Clearing in 2021. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Kasha Mc Collough is a Series 66 credentialed financial advisor with seven years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Her most recent position has been with Wells Fargo Clearing since 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.