Dillon Tanchinh is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab Bank, Charles Schwab, First National Bank, JP Morgan Chase, and Nordstrom. Charles Schwab & Co., Inc. serves 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, using a multi-asset investment approach supported by centralized custody and operational infrastructure.

Brian Clancy is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with UBS Financial Services in Boulder, Colorado, where he has worked since 2021. His prior experience includes roles at Equitable Advisors, Bank of America, and Merrill. 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 employs proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Jodie Mc Kenzie is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 designations. In addition to her work in finance, she provides home healthcare as a Family Home Health Aide for her father, supporting former nuclear and mining workers. J.P. Morgan Securities offers 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.

Tracy Skinner is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials, with 10 years of industry experience. She has worked at Primerica Advisors since 2015 and has additional experience in related roles at PFS Investments Inc. and Primerica Financial Services. Outside of financial advising, she is an independent consultant selling skin care products and cosmetics through Jafra Cosmetics. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that uses model-delivery strategies created by unaffiliated asset managers, supported by discretionary separately managed account options and an overlay manager for trade execution and custody.

Marcey Hess is a financial advisor with UBS Financial Services in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. She has been with UBS since 2015. Outside of advising, she has involvement with Uber. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Jason Klocke is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMORGAN Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

William Hudson is a financial advisor at Edward Jones with six years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2019, he worked at Smashburger, Mobile Medi Claim, Lyft, and Tax Guard LLC. He has maintained a role at Lyft since 2016 alongside his advisory career. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts, operating under a fiduciary standard.

Thomas Garcia is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has worked in various roles within Wells Fargo since 2009 and is involved with Hermanos Land & Cattle Co., a business he has been associated with since 1992. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Alexis Khan is a financial advisor at LPL Financial with 39 years of industry experience. He has been with LPL Financial since 1998 and holds Series 63 and Series 65 designations. Based in Louisville, Colorado, he serves a range of clients through the firm’s national network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, using both discretionary and non-discretionary management supported by research and model portfolios.

Darren Klinefelter is a financial advisor at Equitable Advisors in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has entrepreneurial experience with Jeavolda Woodworks and Jeavolda Wines. He is also involved in community activities through leadership roles in the Denver Consistory executive committee and the Grand Lodge of Colorado. Equitable Advisors serves individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm emphasizes personalized risk assessment and uses a combination of proprietary and third-party investment solutions delivered through a network of Investment Adviser Representatives.

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.

Ryan Smith is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and Fidelity Investments since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

Andrew Elam is a Series 66-licensed financial advisor with Ameriprise, based in Thornton, CO, and has one year of industry experience. Prior to joining Ameriprise, he was with Equitable Advisors, LLC for one year. Outside of finance, he has been involved with College Hunks Hauling Junk & Moving since 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Logan Snodderly is a financial advisor at Primerica Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked in roles at UPS, US Western Investment Co, and Stoll Orthodontics. In addition to his advisory work, he is involved in sales of loan products and home security referrals through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered, percentage-based wrap fee structure.

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.