Joshua Overton is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and seven years of industry experience. His career includes prior roles at New York Life Insurance Company, Eagle Strategies, and multiple positions within Wells Fargo entities. He is a 25.5% owner of Gold Hill Theatres, a local theater complex. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Daniel Lewis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, he worked in education roles including positions at the Saint Vrain Valley School District and San Diego Unified School District. He is also involved with Colorado CPR Pros. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Wanda Hodgell is a financial advisor at Edward Jones with 15 years of experience at the firm and holds a Series 66 designation. She operates out of Longmont, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including tax-efficient services and discretionary and non-discretionary wrap fee strategies, and operates under a fiduciary standard.

Jason Jachimowicz is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, and UBS Financial Services. He is based in Boulder, CO. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a primarily non-discretionary approach supported by proprietary research and multiple portfolio management styles.

Richard Rodak is a financial advisor with LPL Financial, holding a Series 63 designation and 43 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for 11 years and Sigma Financial Corporation for one year. Outside of his advisory role, he owns Rodak Rentals LLC, a real estate rental business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

John O is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Bank of America, ASU Preparatory Academy, and various organizations in education and retail. 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, and institutional investors.

Mutriba Shireen is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at J.P. Morgan Chase Bank and J.P. Morgan Securities from 2014 to 2021 before joining Wells Fargo Bank and Clearing in 2021. 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 supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Ayres is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, serving in various roles including Investment Consultant, Planning Consultant, and Workplace Planning Consultant. Prior to joining Fidelity, Michael worked as a Senior Retirement Consultant at Empower Retirement from 2014 to 2021 and as a Financial Professional Associate at Prudential Financial from 2012 to 2014. Michael's approach centers on understanding each client's unique financial situation and goals. He emphasizes building financial plans that consider both current circumstances and long-term outlooks to help clients and their families establish a clear vision for the future. Outside of his professional work, Michael enjoys family activities, football, golf, hiking, outdoor adventures, and volunteering.

Bryn Baranack is a Planning Consultant at Fidelity Investments, where they have been contributing since 2023. Prior to this role, Bryn held several positions at Fidelity, including Financial Consultant, Investment Consultant, Workplace Planning Consultant, and Customer Relationship Advocate, gaining comprehensive experience within the firm. In their current capacity, Bryn works to understand the unique financial needs of clients and their families through open communication and trust. They focus on helping clients build customized and dependable financial plans, simplifying the complexities involved in financial journeys. Outside of their professional role, Bryn's personal interests include board games, bowling, cars, golf, pets, and snowboarding.

Dia Gloster is a financial advisor with J.P. Morgan Securities in Erie, Colorado, holding a Series 66 designation and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm offers asset-allocation advice, investment manager and fund searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and integrating an ESG eligibility framework in their recommendations.

Kasha Mc Collough is a Series 66 credentialed financial advisor with seven years of industry experience. She has worked at several firms, including Wells Fargo Clearing, Charles Schwab, Fidelity Investments, Merrill, and Wells Fargo, N.A. Her most recent position has been with Wells Fargo Clearing since 2024. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Robert Cribbs is a CFP® with 20 years of experience in the financial industry. He is currently with LPL Financial and was previously with Cuso Financial Services, LP and Elevations Federal Credit Union. Outside of his advisory work, he is a business owner of Robby Cribbs Fly Fishing Limited and serves as a volunteer coach and board member for Tasman Country Baseball, a nonprofit organization in New Zealand. LPL Financial is an SEC-registered adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

Michael Azzaro is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, BBVA Wealth Solutions, BBVA Securities, and Compass Bank. He also operated Azzaro Enterprises, LLC for ten years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Alan Romero is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior work includes roles at Minimax Solutions Ltd., Allstate Insurance Company, BBVA Securities Inc., and Axa Advisors, LLC. Outside his advisory work, he provides after-hours transportation services via the Uber app. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Timothy Murphy is a financial advisor at Edward Jones with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones since 1998. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs, managed accounts, and affiliated investment products.

Nicholas Krenz is a financial advisor at Ameriprise with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and Bank of Colorado. Outside of his advisory work, he is a co-owner of Normark, LLC, a business unrelated to investment management. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes dependable income and tax-aware withdrawal strategies.

Brenda Dixon is a financial advisor at RBC Capital Markets with 43 years of industry experience. She holds Series 63 and Series 65 credentials and has been with RBC Capital Markets since 2008, also working at City National Bank since 2018. Outside of her advisory role, she serves on the Northwoods Club Investment Committee and is a member of her homeowner’s association board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored portfolio management, financial planning, and brokerage services. The firm utilizes a mix of in‑house and third‑party investment managers and offers a variety of advisory programs designed to meet diverse client needs.

Cheri Maasen is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Charles Schwab & Co., Inc. since 2000 and Charles Schwab Bank since 2005. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and supervisory operations.

Michael Corbett is a financial advisor at Robert Baird & Co. in Boulder, CO, holding a Series 66 designation with six years of industry experience. Prior to joining Baird, he worked for the University of Oklahoma Athletics Department from 2016 to 2018. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, supported by internal research and technology.

Tara Mohr is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2003. Her practice is based in Boulder, Colorado. Outside of advisory work, she is involved in entrepreneurial ventures related to real estate, including managing investment properties and fixing and flipping houses through a personal LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers a comprehensive suite of financial planning and advisory programs, utilizing a variety of model portfolios and third-party research to support diversified and tactical investment strategies.