Christopher Raftary is a financial advisor with Raymond James & Associates in Boulder, CO, holding CFP® and Series 63 credentials. He has 16 years of industry experience, including prior roles at Jackson National Life Distributors LLC. Raftary is also involved as a partner in an LLC formed to hold rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.

Cameron Todd currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals committed to providing clients with a financial planning experience that meets their expectations. Cameron emphasizes the advantages of Fidelity's trusted brand and advanced technology in delivering financial services. Prior to his current role, Cameron held several positions within Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Team Leader of Central Relationship Managers from 2021 to 2022, Team Leader of Customer Relationship Advocates from 2020 to 2021, and Senior Brokerage Representative from 2015 to 2020. This progression reflects his extensive experience in financial services and leadership within the company. Outside of his professional responsibilities, Cameron enjoys outdoor activities such as beach visits, golf, hiking, surfing, and traveling.

Brady Garr is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo in various capacities since 2011. Outside of his advisory role, he has ownership interests in several investment-related entities, including an oil and gas mineral ownership company and financial planning practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Matthew Lipari is a financial advisor with Charles Schwab in Longmont, Colorado, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Kevin Zalanskas II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. 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 advisory strategies alongside affiliated mutual funds and a proprietary money market fund.

Joshua Walker is a financial advisor with Edward Jones in Longmont, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has worked at Edward Jones since 2010. Outside of his advisory work, he serves as a pastor at Hygiene United Methodist Church and Longs Peak United Methodist Church, where he is involved in preaching, worship, and small group leadership. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a large network of financial advisors and branch offices nationwide.

Anthony Ferrara is a CFP® certificant with four years of industry experience, currently advising at Edelman Financial Engines in Boulder, CO. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, Wood Mackenzie, and LogicManager. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified model portfolios with a long-term focus and managing approximately $326 billion for around 477,000 clients.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Peter Braun is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Braun serves on the Board of Directors for the Boulder Chamber of Commerce and is involved with local nonprofit organizations, including the Community Foundation Serving Boulder County and the I Have a Dream Foundation of Boulder County. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Amy Crenshaw is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds the Series 66 designation and previously worked at TIAA and TIAA-CREF for ten years before joining RBC in 2023. RBC Wealth Management serves individual investors, institutional clients, pension plans, corporations, and charitable organizations, offering a range of advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm tailors investment strategies to client risk profiles and provides access to both in-house and third-party investment managers.

Robert Heller is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked across multiple related entities, including TD Ameritrade and BBVA, in addition to his tenure at Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and offers centralized custody and order-routing services.

Courtney Bloom is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She develops customized financial plans for families, focusing on addressing both current needs and future life events. Prior to her current role, she held positions at Fidelity Investments including Planning Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. Throughout her tenure at Fidelity Investments, Courtney has gained experience in financial planning and client relationship management. She collaborates with clients to create tailored strategies that align with their financial goals. Outside of her professional work, Courtney enjoys family activities, fitness, outdoor adventures, and skiing.

Hannah Forer is a financial advisor at Merrill with nine years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2017 and Bank of America, N.A. since 2019. Prior to her advisory career, she spent a year at George Mason University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.