Marcel Wehr is a CFP® professional with 37 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2005. He also maintains an accounting practice as a CPA and works as an independent insurance agent. Marcel is based in Boulder, CO. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management services.

John Givens is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2017, following a brief tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and a structured planning process.

John Frisbie is a financial advisor at Robert W. Baird & Co. in Boulder, Colorado, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Robert W. Baird since 2010. Outside of his advisory role, he is an owner/member of JaLew LLC, a non-investment related business. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of investment strategies.

Moses Yoder is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Zayo Group, StrataCore, and CenturyLink/LUMEN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and $1.01 trillion in assets under management.

Nathan Samek is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has been with Robert W. Baird & Co. Inc. since 2011. Outside of his advisory role, he serves as a board member and treasurer for a homeowners association. Nathan is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, institutions, and charitable organizations. The group provides tailored financial planning, portfolio management, and consulting services using a mix of in-house and third-party managers across a range of investment strategies.

Robert Schutzius is a Series 66 licensed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities and previously worked at Bank of America/Merrill Lynch and Nations Financial Group. Outside of his advisory role, Schutzius is a principal and advisor for Stampede Energy, a petroleum engineering consulting firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Stephanie Mcdonald is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. Her prior work includes roles at Merrill, Bank of America, and Headrush Technologies. She works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and fund-of-funds structures.

Hanna Khoronov is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior roles include positions at Merrill and Transamerica Financial Advisors, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual and institutional clients, offering a range of financial planning and asset management solutions.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management, serving clients across the Front Range, including Fort Collins and Boulder. She specializes in personal retirement planning, philanthropic planning, and addressing the financial needs of women and wealth. Rachael assists individuals and families in pursuing their financial goals with greater clarity and confidence. She holds a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration from Colorado State University, where she also earned a certificate in applied finance. Prior to her career in financial advising, Rachael spent nearly a decade working in municipal government, gaining experience in developing strategic solutions for complex problems. She holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Rachael is actively involved in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art, volunteers as a victim advocate with Fort Collins Police Services, and participates in the Colorado State University MBA Advisory Council. She and her husband reside in Fort Collins and engage in a variety of outdoor activities including ice climbing, cycling, paddleboarding, and hiking.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

Lynn Shook is a financial advisor with Raymond James & Associates, holding a Series 66 license and 18 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Riley Burns is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Riley worked at Trinity Wealth Securities L.L.C. and Tristate Financial Advisors, among other roles. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct client and Corporate Financial Planning agreements.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Samantha Schreiber Reed is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Longmont, CO. Her work history includes multiple roles at Edward Jones since 2019 and prior experience at Providence Health and Services and Target. She also managed a bed and breakfast, La Bastide Bed & Breakfast, from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm 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.

Michael Marchese is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill as a Private Banker before joining the Stager Gauss Group as a Financial Advisor in 2019. Michael focuses on developing strategies and advice for individuals, families, and businesses by understanding their financial objectives. His areas of expertise include wealth management planning, business lending and financial services, and home lending. He is able to offer financial planning, investment management, and banking services through Bank of America. Michael attended Metropolitan State College of Denver where he studied Finance with a concentration in Financial Services. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a Colorado native and lives in Arvada with his wife Marissa and their dog Milo. Michael is involved with Advocates for Children CASA, Community Table Kitchen, Junior Achievement, and other organizations through Bank of America Community Volunteers. In his personal time, he enjoys golfing, road biking, and spending time with family and friends.