Caitlin Gunther is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2019 and also associated with Wells Fargo Bank since 2016. Outside of her advisory work, she serves as a caregiver through the Department of Veterans Affairs, providing transportation, meal preparation, medication management, and communication with medical teams. 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 combines in-house research and third-party analytics to evaluate investment options, offering a broad range of brokerage and advisory solutions.

Patrick Dowlin is a financial advisor at LPL Financial with 36 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with LPL Financial since 2012. Outside of advisory work, he is involved as a soliciting agent for Crump Life Insurance Services and has a non-investment related business entity, RJJR Splash, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management approaches with access to internal research and third-party strategies.

Deana Manzanares is a Series 66-licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. Her prior experience includes roles at Mortgage Maestro, LLC and American Pacific Mortgage, as well as running D. Manzanares Photography for over a decade. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Mulholland III is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 66 credentials and having 12 years of industry experience. He previously worked at Scottrade for six years before joining Wells Fargo Advisors in 2019. Outside of his advisory role, he owns and manages a rental property in Austin, TX. 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 institutions. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with clients able to implement recommendations through various brokerage or advisory programs.

Brooke Yarbrough is a Branch Leader at Fidelity Investments, where she oversees and supports her associates in their efforts to assist clients in managing their wealth wisely. She focuses on ensuring that clients have actionable and reliable investment plans. Her professional experience at Fidelity Investments spans several roles, including Financial Consultant from 2019 to 2022, Investment Consultant from 2018 to 2019, Investment Solutions Representative in 2018, and Client Relationship Advocate from 2017 to 2018. This progression reflects her experience in various facets of financial consulting and client relationship management.

Gregory Reedy is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Outside of his advisory role, he serves as Vice President of Finance for the Coal Creek Elementary PTA in Louisville, CO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts. The firm operates a large network of advisors and branch offices and offers additional services such as tax-efficient strategies and securities-based lending.

Dylan Barrera is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, National Securities/B Riley Wealth, and T3 Trading Group. 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 applying an ESG eligibility framework in its investment recommendations.

Donald Boyd is a financial advisor at UBS Financial Services in Boulder, CO, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank. Boyd serves as co-treasurer and board member of the Monarch PK-8 School PTO in Louisville, Colorado. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products.

Richard Saunders is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors LLC since 2009. 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.

Joline Fantham is a financial advisor with Edward Jones in Longmont, Colorado, holding a Series 66 designation and over eight years of industry experience. Before joining Edward Jones in 2024, she worked at YB Financial Services for seven years and was self-employed for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Laura Collins is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 28 years of industry experience. She has worked at various Wells Fargo entities since 2010. Outside of her advisory role, she serves as treasurer for a local nonprofit organization focused on spiritual values. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm combines advisory services with other financial product offerings and referral channels.

Calvin Gauss is a Wealth Management Advisor with Merrill Lynch Wealth Management and leads the Stager Gauss Group. He has been with Merrill for 24 years and served as the Resident Director of the Boulder, Colorado office from 2012 through 2020, overseeing nearly 50 people and an office with over $7 billion of entrusted client assets as of January 2020. Calvin's areas of emphasis include wealth planning, home lending, business lending and financial services, business retirement accounts, and more. He works with clients to define their long-term goals and develop financial strategies, focusing on building long-term, multi-generational relationships. He holds a Bachelor's Degree from the University of Vermont and has earned the CERTIFIED FINANCIAL PLANNER (CFP) certification since 2005 and the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) credential since 2018. Calvin lives in Boulder with his wife Melanie and their two sons, Chance and Mason. Outside of work, he enjoys cycling, coaching baseball, CrossFit, golf, and skiing with his family. He is involved in community activities including volunteering with the Bank of America Community Volunteers and coaching for the North Boulder Little League.

Nathan Crotser is a CFP® professional with 25 years of industry experience, currently advising at Raymond James Financial in Longmont, CO. He has been with Raymond James since 2003 and has specialized in long-term care insurance since 2004. Outside of his advisory role, he continues to engage in long-term care insurance sales on a limited basis. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes non-discretionary, customized planning and analytical tools to support client goals and maintains unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Keven Courson is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Advocare International LP and Confluence Energy, LLC. Outside of his advisory role, he has been involved as an independent distributor in the health and wellness sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of roughly 23,701 advisors and 15,121 branch offices.

Marc Morrone is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has worked with various Fidelity entities since 2012, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm provides discretionary portfolio management, fund advisory, and model portfolio delivery, with notable activities including management of registered investment companies and use of AI in research.

John Sales is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career with the firm in 1992 and holds the Personal Investment Advisor (PIA) designation. Originally from London, Ontario, Canada, John earned a Bachelor of Science in Business Administration in International Finance from the University of Colorado. He also spent a semester studying International Finance at the London City University Business School. Before pursuing his finance career, John represented Canada internationally in tennis and won a Canadian National Championship. John is a husband and father of three children. He balances his professional life with his interests in athletics and family activities.

Robert Novak is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 66 designation and has held roles at firms including I.M. Financial, Merit Financial Group, and his own Novak CPA & Financial Services, where he provides tax preparation and accounting services. 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 and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from both internal and third-party sources.

Kenneth Boyer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he owns B. Prepared Financial Inc., which provides financial planning and investment advice, and also offers tax preparation and accounting services through Aspen Tax Pro. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Lynch is a financial advisor with Raymond James Financial in Boulder, Colorado, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at UBS Financial Services and Key Investment Services LLC. Lynch is also involved as a financial advisor at First Investments & Planning. 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, using tailored, non-discretionary planning and analytical tools to support client goals.

John Mc Lean is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2009. He has 18 years of industry experience. Outside of his financial advising role, Mc Lean teaches state insurance pre-licensing courses and FINRA Series initial registration courses, and he is also a PADI Open Water Scuba Instructor. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.