Bryan Jaszczak is a financial advisor at Edward Jones in Louisville, CO, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Equitable Advisors and Amazon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Philip Yanaros is a Financial Consultant at Fidelity Investments. He joined Fidelity in 2016 and has held various roles within the company, including Investment Consultant, Relationship Manager, Central Relationship Manager, and Investment Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Representative at Barnum Financial Group from 2015 to 2016. Philip focuses on partnering with clients to pursue their financial goals. He utilizes Fidelity's access to information, tools, and experience to support his clients' financial well-being. His professional experience spans several years within the financial services industry, with a focus on investment consulting and relationship management.

Andrew Buttrell is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 credentials and having 40 years of industry experience. His career includes two stints at Wells Fargo Clearing totaling 15 years and four years at RBC Capital Markets. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Julie Papacek is a financial advisor at Cetera with 40 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Cetera entities since 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with access to multiple investment strategies and program structures.

Wayne Granger is a financial advisor with Edward Jones in Longmont, CO, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked for several charter schools over the past decade. He is also the owner of a leadership consulting and coaching business, Leadership Overflow LLC. Edward Jones is a full-service wealth management firm that serves a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Glenn Scott is a Series 66-licensed financial advisor with Morgan Stanley in Boulder, Colorado, bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2016, he worked at Davidson Fixed Income Management, Inc. for 13 years and Langhoff Brooks, a Division of Kirkpatrick Pettis, for four years. Outside of his advisory role, he is the sole proprietor of TerreneX LLC, an agricultural business based in Boulder. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and a wide range of advisory programs. The firm employs structured planning processes supported by advanced modeling tools and provides access to diverse investment vehicles and strategies.

Edward Frederick III is a CFP® professional with 13 years of industry experience, currently affiliated with J.P. Morgan Securities in Boulder, CO. His career includes roles at Catalyst Mutuals Fund Distributors LLC and TD Ameritrade, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may incorporate ESG criteria in its recommendations.

Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.

Leland Frank is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Wells Fargo Clearing since 2016, Wells Fargo Bank since 2012, and MSI Financial Services, Inc. in 2012. Outside of his advisory work, he is a voice actor for children’s books on an independent contractor basis. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and provides a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

John Terrion is a financial advisor at RBC Capital Markets in Boulder, Colorado, holding a Series 66 designation with 28 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 28 years. RBC Wealth Management serves individual investors, institutions, corporations, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers to implement strategies aligned with clients’ risk profiles and provides options for tax management and responsible investing.

Kim Schell is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Waddell & Reed. Outside of her advisory work, she is a partner in a small business selling and repairing antique pocket watches at shows twice a year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Damon Marxer is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and previously worked as a CPA with Ernst & Young. Damon has decades of experience in the financial industry, having learned from and worked alongside his father, a longtime Merrill advisor. His client base includes multiple generations of active and retired individuals across several states, including Michigan and Colorado. Damon’s approach to wealth management emphasizes understanding clients’ lives and concerns, organizing their financial assets and liabilities to create a clear financial picture. He focuses on holistic, tax-sensitive strategies designed to preserve, grow, and distribute wealth while maintaining steady income streams for retirement. His investment philosophy prioritizes companies with a solid history of rising dividends, reflecting management’s commitment and consistent earnings. Damon manages personalized and defined investment strategies that may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party investments. He holds a bachelor’s degree from the University of Colorado and is a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor. Damon resides in Parker, Colorado, with his wife and two sons. Outside of work, he enjoys spending time with his family and participating in outdoor activities such as biking, camping, fishing, golfing, hiking, and adventure sports.

Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.

Ryan Ponthier is an advisor with Thrivent Investment Management holding a Series 66 designation. He has one year of industry experience, having joined Thrivent in 2026. Prior to his advisory role, he worked in various positions within the hospitality sector. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Peter Holland is a financial advisor at LPL Financial with 12 years of industry experience and holds the Series 66 designation. His prior roles include positions at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory work, he serves as a soccer coach at Boulder High School. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across diverse asset classes.

Ashlee Wrobel is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including financial wellness services at CSU Chico and positions in academic institutions prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, delivering planning services without discretionary trading authority.

Stacey Bouthillette is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 10 years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Kreis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Pepper Jack's Grille Inc, and Starbucks. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research, incorporating ESG considerations and leveraging the resources of affiliated investment-management entities.

Sydney Clayton is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 66 and Series 63 licenses and has worked at RBC Wealth Management since 2020, following three years at TD Ameritrade. Outside of finance, she owns and operates a home-based cake and cupcake bakery. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with customizable portfolio management and integrates both in-house and third-party investment managers to tailor strategies to clients’ risk profiles.