Luke Gray is a financial advisor with Edward Jones in Longmont, CO, holding the CFP®, ChFC®, and Series 66 designations and has seven years of industry experience. Prior to joining Edward Jones, he worked at Flatirons Academy and has been involved in various roles including serving as a piano accompanist at Shepherd of the Hills Lutheran Church. He also engages in ticket sales through StubHub related to personal attendance at sports events. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branches, affiliated financial capabilities, and fiduciary standard in providing advisory services.

Brandy Holesko is a financial advisor at Charles Schwab with seven years of industry experience. She holds a Series 66 designation and has previously worked at TD Ameritrade and Kingsley Dental, LLC. Holesko is based in Longmont, Colorado. 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 blend of non-discretionary and discretionary investment solutions, supported by a large-scale, integrated operational structure.

Erik Lindquist is a Benefits & Planning Consultant in Executive Services at Fidelity Investments. In this role, he assists clients in understanding and integrating their corporate benefits plans into their overall financial plans. He aims to support clients by aligning his services with their personal and professional goals to create a tailored wealth planning experience. Erik has professional experience spanning multiple roles in financial services. He has been with Fidelity Investments since 2021, progressing from Workplace Planning Consultant II to his current position. Prior to this, he worked as a Registered Associate at Morgan Stanley from 2015 to 2021 and as a Licensed Banker at US Bank from 2010 to 2015. Outside of his professional work, Erik's personal interests include biking, hiking, music, outdoor adventures, spending time with friends, and caring for pets.

Jay McMahon is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in investment-related business activities through ownership in Ascent Wealth Partners, LLC, and Jay P McMahon AWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Weintraub is a CFP® professional with 28 years of experience in the financial services industry. He has worked at LPL Financial since 2009 and previously held roles at Meridian Wealth Management, Cetera Investment Services LLC, and RBC Capital Markets. He operates under the DBA Meridian Wealth Management in Boulder, Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology and a large network of more than 22,000 advisors.

Steven Myers is Vice President and Financial Consultant at Fidelity Investments. In his current role, he provides tailored, holistic financial guidance that aligns with clients' personal goals and values. He has experience in investments, retirement planning, tax-efficient investing, and estate planning considerations. Steven has been with Fidelity Investments since 2021, serving first as a Financial Consultant before advancing to his current position in 2024. Prior to Fidelity, he worked as a Financial Advisor at Raymond James from 2020 to 2021 and as a Financial Service Professional at Charles Schwab from 2018 to 2020.

Miranda Ross is a financial advisor with Cambridge Investment Research Advisors based in Boulder, CO. She holds Series 63 and Series 66 registrations and has 11 years of industry experience. Her prior roles include positions at UBS, Morgan Stanley, Merrill, and Bank of America. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing both proprietary and third-party model strategies tailored to client objectives.

Tennessee Lee is a financial advisor at UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 designations with five years of industry experience. Prior to joining UBS, Lee worked at Robinhood Markets and Robinhood Financial. Outside of finance, Lee has experience in the food service industry through involvement with F.U.L.E. Cart Snacks. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Audrey Ingram is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2012. Additionally, she is a commissioned notary public in Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools to offer tailored recommendations across various specialized planning areas.

Alyssa Bergsma is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. Merrill, along 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.

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 at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 66 designations. His career includes multiple tenures at Wells Fargo Clearing and Wells Fargo Advisors, as well as a period 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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 financial advisor at Morgan Stanley with 27 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Outside of his advisory work, he is the owner of TerreneX LLC, an agricultural business based in Boulder, Colorado. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies.

Justin Anisimow 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 since 2020. Prior to this, he was employed at JPMorgan Chase Bank, N.A., and also spent time working at Holy Family High School and Buffalo Wild Wings. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Edward Frederick III is a CFP® with 12 years of industry experience and is currently with J.P. Morgan Securities in Broomfield, CO. He has worked at J.P. Morgan Securities since 2016, following a prior role at Catalyst Mutuals Fund Distributors LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

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.