Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management, serving clients from the Front Range region including Fort Collins and Boulder. She specializes in personal retirement planning, philanthropic planning, and women and wealth. Rachael holds a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration with a certificate in applied finance from Colorado State University. She is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Before entering financial advising, Rachael spent nearly a decade working in municipal government where she developed skills in creating strategic solutions for complex problems. Her approach centers on helping clients navigate retirement, charitable giving, legacy planning, and major life transitions. Rachael emphasizes that financial success is about enabling individuals and families to live freely, support important causes, and move confidently toward their futures. Outside of her professional work, Rachael is active in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. She resides in Fort Collins with her husband, Trace, and enjoys outdoor activities such as ice climbing, cycling, paddleboarding, and hiking.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

David Brown is a Series 65 licensed financial advisor with 17 years of industry experience. He has worked at LPL Financial since 2024 and previously held roles at Transamerica Financial Advisors, Inc. and World Financial Group. In addition to his advisory work, he is the owner of two businesses, DB Softwerx and DB Prowerx, which are not related to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management along with research-supported model portfolios.

Lynn Shook is a financial advisor with Raymond James & Associates, holding a Series 66 license and 18 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Riley Burns is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at Trinity Wealth Securities and Tristate Financial Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning utilizing structured planning tools and modeling techniques.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Samantha Schreiber Reed is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Longmont, CO. Her work history includes multiple roles at Edward Jones since 2019 and prior experience at Providence Health and Services and Target. She also managed a bed and breakfast, La Bastide Bed & Breakfast, from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Marchese is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in strategies and advice tailored to individuals, families, and businesses to meet their financial objectives. He began his career with Merrill as a Private Banker before joining the Stager Gauss Group as a Financial Advisor in 2019. His expertise includes wealth management planning, business lending and financial services, home lending (NMLS 1858490), and a range of financial planning areas such as college education planning, retirement income, and socially responsible investing. Michael attended Metropolitan State College of Denver, where he studied Finance with a concentration in Financial Services. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). A Colorado native, Michael lives in Arvada with his wife Marissa and their dog Milo. He is involved with community organizations such as Advocates for Children CASA, Community Table Kitchen, and Junior Achievement through Bank of America Community Volunteers. Outside of work, Michael enjoys golfing, road biking, ice hockey, skiing, traveling, and spending time with family and friends.

Lisa Anderson is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2017, she worked at BRIDGE Healthcare Partners from 2015 to 2017. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Margaret Webster is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has previously worked at TIAA-CREF and Cambridge Investment Research Advisors. Outside of her financial advisory career, she is the owner of Margaret Webster Hypnotherapy, where she provides volunteer clinical hypnotherapy services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. Advisors use Wells Fargo research and planning tools to develop recommendations delivered through discrete planning engagements, with optional implementation through various brokerage and advisory programs.

Jeffrey Luce is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing rental properties in the Denver area. 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 large network of financial advisors and branch offices nationwide.

Michelle Dilallo is a financial advisor at LPL Financial with 11 years of industry experience. She holds a Series 66 designation and has worked previously at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. 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 provides a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Carol Bowman is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, with planning services generally provided in an advisory capacity.

Annika Franz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank from 2007 to 2018. Outside of her advisory role, she owns and operates B Side Bee Farms LLC, where she is involved in beekeeping, honey production, and mentorship. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Douglas Behnfield is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boulder, CO. His prior experience includes ten years at UBS Financial Services before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of services from retail to institutional investing.