Eric Smith is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and was previously employed at TIAA and TIAA-CREF from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Gonzalo Carrasco Pineda is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab, and prior positions in sales and retail. Charles Schwab & Co., Inc. serves a large client base, 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 affiliated discretionary separately managed accounts and employs multi-asset model portfolios alongside centralized custody and order-routing services.

Stewart Swan is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers a range of capital markets and research resources to support its advisors.

Matthew Kollmorgen is a financial advisor at Edward Jones with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Transamerica Capital Inc and Legg Mason & Co LLC. Outside of advisory roles, he owns BK's Honey Co LLC, an online retail business where he handles bookkeeping, oversight, and taxes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the country.

Raymond Taylor is a financial advisor with LPL Financial in Longmont, CO, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Connor O'Toole is a Financial Consultant with Fidelity Investments. He works closely with clients to support their personal financial goals and aims to empower them through detailed financial planning. He emphasizes building relationships and understanding each client's unique needs and situation. Connor has held several positions at Fidelity Investments since 2016, progressing through roles including Investment Consultant, Relationship Manager, Workplace Planning Consultant at various levels, Investment Solutions Representative, High Net Worth Service Associate, and Financial Representative Full Trader. Prior to joining Fidelity, he worked as a Personal Banker at Wells Fargo in 2016.

Jack Tater is a financial advisor at Merrill with a Series 66 license and one year of industry experience. He has worked at Merrill since 2020 and previously held roles in education and the brewing industry. 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 various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mary Medicus is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 37 years of industry experience, including eight years at 1717 Capital Management Company and over 19 years with LPL Financial. In addition to her advisory work, she has involvement with Summit Broadcasting, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing a variety of model portfolios and research resources.

Samantha Hedberg is a financial advisor with Primerica Advisors in Centennial, CO, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been associated with PFS Investments and Primerica Financial Services since 1993. Hedberg also owns Hedberg Wealth Creation Enterprises, LLC and Hedberg Enterprises, both investment-related entities formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Monica Baldwin is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. She has been with Raymond James Financial Services since 2003 and owns a support company, Main Street Investments. Baldwin serves on the investment committees of the Longmont Community Foundation and the Sunshine Club, where she chairs the endowment committee. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary advisory services supported by analytical tools and maintains unique municipal advisory and SIMPLE IRA consulting programs.

Albert Fiorello is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Questar Capital Corporation. Outside of advisory work, he is involved in real estate services and insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by model portfolios, research, and a variety of investment options.

Jill Trupp is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has been with Wells Fargo firms since 2009, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics to guide investment selection within a framework of diversification and modern portfolio theory.

Sela Dombrower is a financial advisor at LPL Financial in Boulder, CO, holding a Series 66 designation and with one year of industry experience. Her previous roles include positions at Metron and involvement with Boulder JCC Cheryvale Day Camp. 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 brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Melissa Lester is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments during two periods totaling 25 years, with additional experience at Robinhood and Empower. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, and is notable for its roles as a commodity pool operator and advisor to multiple registered funds.

Denise Roberts is a financial advisor at Morgan Stanley in Boulder, CO, holding a Series 66 designation with 18 years of industry experience. She worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 19 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Christopher Lalli is a Financial Consultant at Fidelity Investments, where he focuses on building long-lasting relationships and assisting clients in working towards financial freedom through personalized financial planning. He collaborates with clients to analyze their unique financial situations and develop tailored financial plans. He has been with Fidelity Investments since 2021, holding positions including Planning Consultant and Relationship Manager before his current role. Prior to joining Fidelity, Christopher worked as a Registered Representative at Ameriprise Financial from 2018 to 2021.

Neha Anjaria is a Financial Advisor at Merrill Lynch Wealth Management. She brings nearly a decade of experience in the financial services industry, working with individuals and families to develop personalized wealth management strategies. Her expertise includes college education planning, family wealth management, investment consulting for defined contribution plans, liquidity management, personal retirement planning, portfolio management, and retirement income strategies. Neha leverages Merrill's research and insights to deliver customized investment portfolios and a comprehensive range of services, including asset management, retirement planning, and trust and estate strategies. Neha holds a Bachelor's Degree from Jai Hind College and is a Personal Investment Advisor (PIA). She is fluent in English and Hindi. Neha’s approach centers on transparency, trust, and simplifying complex financial decisions to help clients feel confident about their financial futures. Outside of her professional work, she enjoys running, practicing yoga, and spending time with her family.

Derek Tuz is a financial advisor at OSAIC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Lincoln Financial Advisors Corporation and Charles Schwab. In addition to his advisory role, he owns Aegis FP Services, LLC, which manages business expenses, and acts as an agent offering traditional life insurance, fixed annuities, and health savings accounts. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage, investment advisory, and financial planning services. The firm employs a variety of tools and third-party platforms to construct and manage diversified portfolios tailored to client needs.

Paul Sussman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 20 years of industry experience. He previously worked at Raymond James Financial Services Advisor, Inc. and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jennifer Armstrong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo entities since 2006, including Wells Fargo Advisors LLC and Wells Fargo Bank N.A. Outside of her advisory role, Armstrong serves as treasurer for the Timber Fox Condo Association in Winter Park, Colorado. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.