John Mowry is a financial advisor with UBS Financial Services in Boulder, CO, holding the Series 66 designation and 14 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products while leveraging proprietary research and asset allocation models.

Michael Brady is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and also owns Generosity Wealth Management LLC, which he has operated since 2008. Outside of his advisory roles, Brady serves as treasurer of the Prison Mindfulness Institute, a 501(c)(3) charity, and is involved as an alumni advisor for Lambda Chi Alpha fraternity. 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 provides financial planning, investment management, retirement plan advisory, and financial wellness services, delivered through a network of independent Financial Professionals who utilize a range of portfolio management strategies and platform arrangements tailored to client objectives.

Cassandra Sanchez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at several firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, she is involved in choreography with The Jewels Dancers, a start-up dance group featuring elite NBA/NFL professional dancers. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mark Stager is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Merrill since 1980 and has been with Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Glock is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in business activities related to the sale of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trading delegated to BNY Mellon Advisors, and operates under a tiered wrap fee structure.

William Reedy is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James in 2020, he worked at Edward Jones for 11 years. He is the sole owner and operator of HGR Reedy LLC, an independent contractor business supporting his work at Raymond James. Raymond James Financial Services Advisors, Inc. serves individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients with financial planning, investment consulting, and advisory services. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Jonathan Morado is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing, and Fidelity Investments. Morado has also held various positions outside finance, including involvement with local restaurants and concrete businesses. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, custody, and financial planning services. The firm’s model includes both non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset portfolio approach and a centralized operational structure.

Sherrie Pasko is a Wealth Management Advisor with The Cochran Pasko Group at Merrill Lynch Wealth Management in Boulder, Colorado. She has been in the financial services industry since 2001 and joined Merrill Lynch in 2007. Sherrie's work focuses on developing financial strategies and advice for individuals, families, and businesses, emphasizing education and personalized planning tailored to clients' unique situations and goals. Her expertise includes serving professional athletes, women investors, corporate executives, and multi-generational families with services such as retirement planning, estate and legacy planning, executive compensation, and socially responsible investing. Sherrie holds the Certified Financial Planner (CFP) designation, Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA) credentials. She earned a bachelor's degree in psychology from Naropa University. Sherrie is an active member of the Greater Boulder community and volunteers with organizations including the Broomfield Football Club, A Precious Child, and Community Food Share. In her free time, she enjoys training Brazilian Jiu Jitsu, snowboarding, mountain biking, and spending time with her son.

Brad Thorstenson is a CFP®-certified financial advisor with nine years of industry experience, currently with Edward Jones in Arvada, CO. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Coleman is a financial advisor with LPL Financial in Boulder, CO, holding the ChFC® designation and Series 63 license. He has 47 years of industry experience, including 19 years at Linsco Private Ledger. Coleman Financial Services, Inc., a non-variable insurance business involving outside fixed insurance sales, is listed as one of his other business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations 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 model portfolios and third-party research.

Kristen Heise is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise since 2018, following prior roles at Sagepoint Financial, Inc. from 2015 to 2018. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ryan Thurber Dean is a financial advisor at OSAIC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Cuso Financial Services, LP and Elevations Credit Union for ten years. In addition to his advisory role, Dean is involved with Windwater Capital Partners as an insurance agent. OSAIC serves a diverse client base, including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports multiple advisory platforms and third-party managed account solutions.

Kyle Pritchard is a financial advisor at Fidelity with two years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2024. Prior to joining Fidelity, his work history includes various self-employed roles and positions outside the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Curtis Johns is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Keaton Zavis is a financial advisor with OSAIC in Boulder, CO, holding a Series 66 designation and eight years of industry experience. He has worked at Commonwealth Financial Network since 2017 and previously at Prospect Financial Group. Outside of finance, he is a co-owner of Hello Penny Bar, LLC, a private mobile bar rental business. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Todd Dussex is a financial advisor with LPL Financial in Arvada, CO, holding Series 63 and Series 65 credentials and with 28 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

James Barrett is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 designations and has 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Chase Investment Services Corp. 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 employs a large network of advisors and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.

John Musolino is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley and its Private Bank since 2014. He is also affiliated with DePaul University since 2010. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques to support financial plans and offers a broad range of retail and institutional investment solutions.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee 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 nationwide network of over 23,700 financial advisors.

Teagan Mcgee is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2025. Outside of her advisory role, she works as a Beverage Cart Assistant at The Ranch Country Club. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, serving clients across a broad range of financial planning needs.