Craig Myers is a financial advisor with Raymond James Financial in Denver, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Raymond James Financial Services and its affiliates since 2003 and owns Oxford Wealth Management LLC, a support company. Myers also operates Myers Financial Services LLC, where he works as a life and health insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with capabilities that include municipal and public finance advisory services.

Nathan Sumner is a CFP® professional with 11 years of industry experience, currently affiliated with LPL Financial since 2021. His background includes roles with Waddell & Reed, various insurance carriers, and entrepreneurial involvement with Sumner Enterprises LLC. Outside of financial advising, he serves as an instructor at Whiskey University and volunteers with the Foundation for Financial Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support both discretionary and non-discretionary management approaches.

Ronald Jancosko is a CFP®-certified financial advisor with Edward Jones in Denver, CO, where he has worked for 15 years. He holds the Series 66 license and has spent his entire industry career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Thomas Worth is a financial advisor with LPL Financial in Brighton, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has been with LPL Financial since 2009 and previously worked at VOYA Financial Advisors and Waddell & Reed. Worth serves as a non-profit board member for the City of Brighton, CO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David Campano is a financial advisor with Fidelity Investments based in Denver, Colorado, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with various Fidelity entities since 2015, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Michael Brofman is a Benefits & Planning Consultant within Executive Services at Fidelity Investments. In this role, he collaborates with clients to enhance their long-term financial futures by maximizing executive benefits and integrating these into comprehensive financial plans. He emphasizes building lasting relationships with clients to support their unique goals and aspirations. Michael began his career at Fidelity Investments in 2022 as a Workplace Planning Associate. He progressed through roles including Workplace Planning Consultant I and II before assuming his current position in 2024. His professional experience centers on benefits planning and workplace financial consulting. Outside of his professional work, Michael has interests in comedy, cooking and baking, football, and gardening.

Andrew Lyford is a financial advisor with LPL Financial in Denver, CO, holding a Series 63 designation and 33 years of industry experience. He has worked at Linsco/Private Ledger Corp. since 1997. Outside of advisory work, he is an appointed agent for various insurance companies and operates under the DBAs Only-Western Retirement Consultants, LLC and Charlton Investment Services, Inc. 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 provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Melyssa Slusarz is a financial advisor at Merrill with 10 years of industry experience and a Series 66 designation. She has been with Merrill since 2015. Outside of her advisory role, she operates Melyssa Slusarz Photography, a part-time photography business based in Boulder, Colorado. 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 a range of individual and institutional clients.

Cheryl Myler is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Bank of America and Merrill Lynch. Raymond James & Associates is a large 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, providing financial planning and non-discretionary investment consulting through various advisory programs.

Lauren Wollenhaupt is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 11 years before joining UBS in 2025. Outside of her advisory role, she serves as a power of attorney for an individual IRA account. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering access to proprietary research, capital markets services, and diversified investment products.

Kimberly Byrne is a financial advisor at UBS Financial Services with 37 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at UBS since 2021. Her prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning from 2011 to 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research to support tailored client strategies.

Peter Masouras Masouras is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Osler Therapeutics, Bank of America, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Matthew Trontel is a financial advisor with Robert W. Baird & Co. in Denver, CO, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2016. Outside of his advisory role, he is a co-manager of an LLC that holds mining rights. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through financial planning, portfolio management, separately managed accounts, and brokerage services. The firm employs a combination of manager-traded and model-traded strategies, overlay management, tax management, and internal research tools, managing approximately $394 billion in regulatory assets as of December 2025.

John Bickel is a financial advisor at Robert W. Baird & Co. in Denver, CO, with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Robert W. Baird since 2010. Outside of his advisory role, he is the owner of Prewitt Waterfowlers, a hunting and fishing club. Baird’s DDK Group serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers distinctive services including municipal advisory roles, strategic partnerships, and advanced investment management tools.

Hal Anderson is a financial advisor with Raymond James & Associates in Aurora, CO, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at TIAA, Robinhood Financial, and part-time employment with the City and County of Denver and Stadium Management Company, LLC. Outside of finance, he is involved in community sports as a certified official referee and coach. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by extensive research and a variety of portfolio management strategies, including municipal advisory and market-making roles in government bonds.

Victoria Avedesian is a financial advisor with Mass Mutual Investors Services in Denver, Colorado, holding Series 63 and Series 66 credentials and 15 years of industry experience. She has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of advising, she serves as a board member for FINSECA, a nonprofit supporting women in finance, and owns Click Training LLC, which develops training programs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses detailed client information and proprietary software to create collaborative, annual financial planning engagements.

Anita Lombri is Vice President and Financial Consultant at Fidelity, a position she has held since 2023. She partners with individuals and families to develop financial plans and investment strategies that align with their goals, aiming to enhance clients' financial well-being and provide peace of mind regarding their financial situations. Anita's experience at Fidelity spans several roles since 2018, including Financial Consultant, Investment Consultant, Investment Solutions Representative, and Client Relationship Advocate. Prior to joining Fidelity, she worked as an Investment Banking Analyst at GLC Advisors from 2016 to 2017. She holds an Arkansas Insurance License. Outside of her professional work, Anita enjoys cooking and baking, fitness, exploring food, outdoor adventures, skiing, and traveling.

Sara Crain is a CFP® professional with 25 years of industry experience, currently serving at LPL Financial since 2003. She is based in Denver, CO. Outside of her advisory role, she is a distributor of Juice Plus products through a multi-level marketing business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Natalie Robbins is a financial advisor at Edward Jones with 19 years of industry experience. She has held her current position at Edward Jones since 2006 and holds Series 63 and Series 66 licenses. Robbins has co-ownership interests in rental property businesses but does not actively manage these operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of account types. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, investment strategies, and affiliated financial services through a large nationwide network of advisors and branch offices.

Clelio Boccato is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he began his financial advisory practice in 2011. He is a member of the JB Group, advising affluent client families nationally across diverse industries. Clelio collaborates with his teammates to deliver client-centric advisory experiences, focusing on strategic financial insights and customized wealth management strategies that align with clients' life narratives. Prior to his financial career, Clelio worked as a project manager on notable films such as Erin Brockovich, Traffic, Ocean's Eleven, and Ocean's Twelve. He brings his extensive collaborative experience and interest in narrative development to his advisory practice. His expertise encompasses areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing. A California native, Clelio attended Loyola High School of Los Angeles before earning a bachelor's degree from the University of California, Berkeley, where he was a football scholar-athlete. He holds an MBA from the University of Southern California's Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER4850975253 4)tM, Chartered SRI Counselor (CSRIC), and Chartered Advisor in Philanthropy (CAP) certificant. Clelio resides in Denver, Colorado, with his wife and children, and enjoys activities such as baseball, basketball, cooking, football, music, skiing, traveling, watching movies, and writing.