Joshua D'agostino is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Elizabeth Barnett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at LifeTime and Lakeshore Athletic Club. Outside of her advisory work, she is involved in overseeing a shoe resale business managed by her son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Van Kessel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team dedicated to providing personalized, hands-on financial services to families, businesses, and individual investors. Jacob's approach focuses on understanding each client's unique goals and implementing strategies designed to achieve them, covering areas such as risk management, retirement income strategies, trust and estate planning, philanthropic planning, and socially responsible investing. Jacob has over fifteen years of experience in the financial services industry. Before joining Merrill Lynch Wealth Management in 2008, he worked at US Bank and JPMorgan Chase in roles including personal banker, financial advisor, and branch manager. He holds several professional designations including CFP®, CRPC®, CPFA®, CAP, PIA, and RAFA. He earned his bachelor's degree in Finance and a Certificate in Entrepreneurial Studies from the University of Colorado Boulder in 2004. Outside of his professional duties, Jacob serves on the Longmont Community Foundation Board of Trustees and Investment Committee. He and his wife, Meggan, live in Longmont with their children. Jacob is also involved with community organizations such as the YWCA, There With Care, and EFAA.

Austin Shinn is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., New York Life, and several other organizations. 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 offers a combination of non-discretionary and discretionary investment solutions, using multi-asset model portfolios, formal alternative investment processes, and centralized custody and order-routing infrastructure.

Alora Yaron is a Series 66-licensed financial advisor with Morgan Stanley in Boulder, Colorado, with nine years of industry experience. She has worked at various divisions within Morgan Stanley since 2017 and spent time at Georgia Tech from 2015 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Meagan Belford is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2015 to 2024 before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with a range of portfolio management and financial planning services.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 offers a blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.

Jay McMahon is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has ownership interests in two investment-related businesses based in Boulder, Colorado. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning services that include specialized planning for business owners, sports and entertainment professionals, and others requiring specific expertise.

Richard Weintraub is a CFP® professional with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2009 and previously held roles at Meridian Wealth Management, Cetera Investment Services LLC, and RBC Capital Markets. He operates under the DBA Meridian Wealth Management in Boulder, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a large network of more than 22,000 advisors.

Miranda Ross is a financial advisor at Cambridge Investment Research Advisors with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at UBS, Morgan Stanley, Merrill, and Bank of America. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Tennessee Lee is a financial advisor with UBS Financial Services, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining UBS, Lee worked at Robinhood Financial, LLC and Robinhood Markets, Inc., and has professional experience that includes roles outside finance such as with F.U.L.E. Cart Snacks and RallySport Health and Fitness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Audrey Ingram is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2012. Additionally, she is a commissioned notary public in Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools to offer tailored recommendations across various specialized planning areas.

Alyssa Bergsma is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.