Noel Culberson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors since 2016. Outside of his advisory role, he serves as an investment committee member for the Boulder Community Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.

Benjamin Bailey Jr. is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at King Soopers for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay tax-efficient services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Antony D Pougnet is a financial advisor with UBS Financial Services in Boulder, Colorado, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he serves on the Parish Finance Council for Nativity of Our Lord Catholic Church, providing financial advice to the church’s leadership. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor client plans.

David Cooke is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and also has roles at Confluence Inc, among other prior positions. Cooke’s outside activities include involvement with Confluence Incorporated, which serves as a business entity related to his investment work. 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 various advisory programs, financial planning, and investment management services through a national network of investment adviser representatives.

Janelle Frasier is a Series 66 licensed financial advisor at Edward Jones with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she is a co-owner of a commercial condo rental business in Boulder, CO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

John Glasgow is a Wealth Management Advisor with Merrill Lynch Wealth Management. With over thirty years of experience as a financial advisor, he specializes in helping clients achieve their personal financial goals through customized wealth management strategies. His expertise includes investment selection and management, retirement planning, tax minimization, foundation creation, wealth transfer strategies, trust and estate planning, insurance and survivorship planning, and college funding. John holds a Bachelor's Degree from Ripon College and a Master's Degree from Oxford Polytechnic University in England. He is certified as a CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Chartered Retirement Plans Specialist (CRPS), and Personal Investment Advisor (PIA). He regularly studies various aspects of investments and financial services to enhance the advice and recommendations provided to his clients. John conducts his work with an emphasis on understanding clients’ unique priorities and simplifying complex financial planning. In addition to his professional work, John is involved in his community as a member of the Wilmette Harbor Rotary Club. He speaks both English and German.

Sheena Terry is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2016, also serving at JPMorgan Chase Bank, N.A. since 2015. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Stephen Demyanovich is a financial advisor at Edward Jones in Wheat Ridge, CO, holding a Series 66 designation. He joined Edward Jones in 2025 after 23 years at MediaNews Group and five years at Gannett Media. Outside of his advisory role, he is a minority owner of a property management business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Isaac Daugherty is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, and JPMorgan Chase prior to his current role. Outside of his advisory work, he is an owner and partner of a small construction business specializing in concrete and masonry projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Amanda Arrick is a financial advisor with LPL Financial in Arvada, Colorado, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, WealthWave, and the Colorado Secretary of State. She is also a notary public and holds a non-variable insurance license. 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 various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Jennifer Macmahan is a Private Wealth Advisor and partner co-founder of MacMahan, Tater, & Associates within Merrill Private Wealth Management. She leads the wealth strategy for a select group of ultra-high-net-worth corporate executives, entrepreneurs, and multi-generational families, focusing on addressing their distinctive financial needs with precision and care. Jennifer employs a holistic approach to financial planning that streamlines both sides of a client's balance sheet to clarify and resolve complexities related to significant wealth. Jennifer holds the Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) designations, both administered by the Investments & Wealth Institute® and taught in conjunction with the University of Chicago Booth School of Business. She also maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by the College for Financial Planning Institutes Corp. Her educational background includes an Accredited Certificate Program from the University of Chicago and a Bachelor's Degree from Stockton University. Residing in Louisville with her family, Jennifer has a passion for traveling and experiencing new cultures, a pursuit she began during a study abroad in her teens. She grew up on a 300-acre organic farm in southern New Jersey and has a strong connection to the ocean, having completed over 225 logged scuba dives. Jennifer enjoys activities such as boating, cooking, reading, skiing, skydiving, swimming, watching movies, and spending time with her family.

Matthew Helm is a CFA® charterholder with seven years of industry experience. He is currently with Merrill and has previously worked at Colorado Financial Service Corporation, LPL Financial, and Credit Agricole Corporate & Investment Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, with a variety of portfolio implementation options and tax-aware strategies.

Claire Mork is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has been with the firm since 2024, following eight years at Financial Engines Advisors L.L.C. and one year at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offering both advisor-led and online services to a large client base.

Eric Johnson is a financial advisor with OSAIC who holds a Series 66 designation and has 23 years of industry experience. He has been with OSAIC since 2003 and has over three decades of experience running his own wealth management and financial planning business. Outside of advisory work, he provides independent flight instruction for fewer than ten hours per month. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a large network of advisers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that include various asset classes, managed on discretionary or non-discretionary bases.

Grant Seaton is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and Charles Schwab Bank since 2015. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

Nancy Clark is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Luke Naes is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, and TD Ameritrade. Outside of his advisory role, Naes serves as a board member for Boulder Country Day School and is involved in art investment through Masterworks. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

Marcus Stookey is a financial advisor with LPL Financial based in Brighton, CO, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at GrowStrong Wealth Strategies, Transamerica Financial Advisors, and World Financial Group. Outside of his advisory work, he has maintained employment with the City of Denver-Denver International Airport for over ten years. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients from individuals to institutions. The firm offers diverse financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.