Mark Parcells is a financial advisor at Osaic Wealth, Inc. in Boulder, CO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at First Command Insurance Services and self-employment, as well as service in the US Army. He is the sole owner of Mark F. Parcells MBA, LLC, a personal business related to his advisory work. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools and multiple investment platforms to construct portfolios across a range of asset classes.

Andrea Vlad is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Morgan Stanley, RBC Capital Markets, PFM Asset Management, and Stifel. Vlad holds Series 63 and Series 66 credentials and is based in Boulder, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and delivers tailored recommendations supported by Wells Fargo research and tools.

Chris Gillard is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was associated with CGI Consulting LLC for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charles Powell is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with various Fidelity entities since 1998. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in managing discretionary and non-discretionary accounts, and it is noted for its use of systematic methodologies and AI-driven research tools.

Darren Scott is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, Darren is involved in performing and fine arts, including music performance, education, writing, and multimedia streaming, as well as working as a driver for various delivery services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program. The firm offers a blend of non-discretionary and discretionary investment management using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carolyn Bondarovich is a financial advisor with LPL Financial in Louisville, Colorado, holding a Series 63 designation and possessing 43 years of industry experience. She has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 1998. Outside of her advisory role, she is involved in interior design consulting for private homes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and institutional platform services.

Jacob Jelinek is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2020 and has prior experience at Canvas Credit Union and Northwestern Mutual. Jelinek has also held roles at Colorado State University, Doane University, and Alpine Moving Company. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Ivonne Monnett Pickett is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2010. Outside of her advisory role, she co-owns a rental property in Firestone, Colorado. 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 institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, leveraging proprietary research and tools to develop customized recommendations.

Grady Boles is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2017. His prior roles include positions at National Planning Corporation and Masterpiece Planning, Inc. He is also licensed as a fixed insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a broad range of advisory and brokerage services.

Scott Herrmann is a CFP® professional with 18 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Elevations Credit Union, Cuso Financial Services, and Wells Fargo Investments. Herrmann also serves as a notary with Elevations Credit Union. 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 a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a large network of investment adviser representatives.

Brian Frank is a financial advisor with Ameriprise in Erie, Colorado, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes roles at The Huntington Investment Company, Guaranteed Rate, BBVA, and BMO Harris Financial Advisors. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through tailored recommendation reports and tax-aware withdrawal strategies.

Grant Campbell is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at AT&T for five years. He has been with Charles Schwab and Charles Schwab Bank SSB since 2019 and 2021, respectively. 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 discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. 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 supports municipal and public finance advisory services alongside specialized retirement plan consulting.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management in Boulder, where she leads the Cochran Pasko Group. She works with corporate executives, multi-generational families, small business owners, and women facing life changes to provide personalized financial advice. Her approach involves defining and prioritizing client goals and developing tailored financial strategies, leveraging Merrill's resources to help clients achieve their objectives. Her expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, retirement planning, portfolio management, socially responsible and values-based investing, and retirement income strategies. Kelly and her team specialize in serving multi-generational families, women in transition, and corporate executives, addressing needs such as wealth transfer and legacy planning, business succession, trust and estate planning, navigating retirement benefits, family planning scenarios, and managing stock options and concentrated positions. Kelly holds a bachelor's degree from North Carolina State University and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). She is a long-time Boulder resident actively involved in the community, participating in organizations such as the Chi Omega Fraternity, Fairview High School Girls Golf Team where she serves as assistant coach, Junior Achievement, Museum of Boulder, and the WILD Council through Glider. She also serves on the advisory board for Chi Omega's local chapter and participates in mentorship programs at the Leeds School of Business at CU Boulder. Kelly enjoys golfing, working out, cooking, traveling, and spending time outdoors with family and friends.

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan Securities in 2019, Hua Hui Li worked at Best Buy for seven years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, including an ESG eligibility framework in its investment approach.

Joshua Mountjoy is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to that, he operated Mountjoy Financial Services, a mortgage broking business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a variety of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.