Meredith Carlton is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as a lacrosse coach at Saint Andrew's Episcopal School in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Eric Haney is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Haney serves as Board President of the Grandview Townhome Owners Association in Centennial, Colorado. 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 offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erin Zuckerman is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Nicholas Kakavas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. His prior experience includes roles at Welch Financial Planning, New York Life Insurance, and NYLIFE Securities LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, LLC. 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 services and integrates advisory solutions with various financial product offerings.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing four years of industry experience. She has worked in various capacities with Primerica Advisors since 2021 and has a long history with Primerica Financial Services dating back to 1997. Kapaun is also involved in sales of investment-related products and provides part-time referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-based investment strategies supported by third-party asset managers and custodians. The firm operates at scale with thousands of advisors and offices and offers a range of strategic, tactical, tax-managed, and income-distribution models, including options with exposure to cryptocurrency ETFs.

Bradley Atkinson is a CFP® professional with 13 years of industry experience, all of which have been spent at Edward Jones since 2013. He holds the Series 66 designation and is based in Longmont, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and is known for its extensive retail advisor and branch network, offering a variety of discretionary and non-discretionary investment strategies and affiliated financial services.

Hope Todt is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously been affiliated with Avantax entities and Larson Wealth Planners LLC. Outside of her advisory role, she is involved in logistics through Illuminated Global Logistics LLC and provides accounting services via Larson Accounting Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

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.

Kyong Kim is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Cetera in 2023, Kim held positions at several firms including First Allied Securities, Summit Brokerage Services, and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary accounts with access to both affiliated and third-party money managers.

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.

Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

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.