Ross Blount is a CFP®-designated financial advisor at LPL Financial with 13 years of industry experience. His career includes previous roles at U.S. Bancorp Investments, FIRST NATIONAL BANK, and Raymond James Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research from LPL and third-party subadvisors.

Hope Hanrahan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a key member of The Peters Wealth Management Group. She specializes in delivering holistic financial advice to executives, entrepreneurs, professionals, and families. Through comprehensive personal consultations, Hope and her team identify client-specific goals such as diversification, liquidity events, and wealth preservation, and develop tailored strategies to support clients' financial well-being and aspirations. Hope's expertise covers a range of areas including executive compensation, family wealth management, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Hope earned her Bachelor's Degree from the University of Virginia. Since relocating to Colorado in 2009 from New York, Hope has been active in the Boulder County community, including membership in Social Venture Partners and volunteering as a Bank of America Community Volunteer. She also serves as President of the Merrill Women's Exchange and is involved with WoMAN (Women of Mergers & Acquisition). Outside of work, Hope enjoys fishing, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with her husband and two children.

Melody Kimberlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991 and is a Relationship Manager with the Sauer Wolf Vivies Group. Melody works alongside her father, Robert Sauer, combining their extensive experience to provide clients with comprehensive wealth management services. Her expertise includes commercial and private lending programs through Bank of America, customized wealth management strategies, and client relationship management. Melody holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from American Heritage School.

Rachael Beres is a Planning Consultant at Fidelity Investments, where she supports Wealth Planners by helping clients translate complex financial concepts into clear, actionable strategies. She is involved in plan implementation and ongoing client support to ensure a seamless experience throughout their financial journey. Rachael joined Fidelity Investments in 2019 and has held several roles within the company, including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021.

Sara Roy is a Certified Financial Planner™ with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2022 and previously spent 11 years with JP Morgan Institutional Investments Inc. and JPMorgan Asset Management Inc. in institutional investment roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Jennifer Feeney is a financial advisor at Merrill with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 13 years. Feeney is based in Boulder, CO. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Julie Miller is the Vice President and Branch Leader at Fidelity Investments' Denver North investor center. In her current role, she leads Financial Consultants in assisting clients with pursuing their financial goals through holistic financial planning guidance. Julie has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, High Net Worth Representative, Relationship Manager, Financial Consultant, Assistant Branch Leader, and now Vice President and Branch Leader. Her experience encompasses client relationship management and leadership within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Olivia Rey is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop financial plans that align with their goals and preferences, leveraging Fidelity's extensive experience in financial strategies and services. Her professional background includes progressive roles within Fidelity Investments, starting as a Financial Representative in 2022, advancing to Relationship Manager in 2023, Investment Consultant in 2024, before assuming her current position. Prior to joining Fidelity, Olivia worked as a Financial Advisor in Training at Ameriprise Financial from 2021 to 2022.

David Baer is a financial advisor with LPL Financial in Broomfield, Colorado, holding Series 63 and Series 66 credentials and having 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baer is involved in Western Wealth Advisors and DB Financial Group, both entities related to his LPL business activities. 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, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a non-discretionary advisory approach.

Ryan Keeran is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Halliburton for 13 years and briefly owned a drop shipping business called Emergence Junkie. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor footprint and affiliated financial services beyond advisory offerings.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Raul Cerceda Cota Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Bank since 2018 and previously worked at Art Cleaners and CCI. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Matthew Byrne is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., Confluence Incorporated, and his own Byrne Group Ltd. Byrne serves on the board of the Golden Lion's Club, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives.

Aaron Bongard is a financial advisor at Edward Jones in Boulder, CO, holding the CFP® designation with 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns a commercial condo rental business in Boulder. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Aaron Stieb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and is also involved in agricultural operations through A & A Cattle LLC and Stieb Brothers Inc., where he performs hands-on farm and cattle work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with options for discretionary management and a broader investment menu that includes insurance-related vehicles and bank deposit sweep programs.

Timothy Jensen is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2023. His prior roles include positions at FSC and Wells Fargo Clearing. Outside of his advisory work, he owns Tim's Tennis Time LLC, where he provides tennis instruction and coaching. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers a range of brokerage and advisory services and employs various portfolio construction tools, supporting both discretionary and non-discretionary account management.

Kathleen Martin is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Wells Fargo in various capacities. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a blend of non-discretionary and discretionary investment management supported by an integrated operational structure.