Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Jacob Blackburn is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Colorado University - Boulder. Charles Schwab serves a large client base, 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and an integrated operational structure.

Karen Nystrom is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2004 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rebecca Batizy is a Series 66-credentialed advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley since 2009, including ten years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she coaches the Boulder High Mountain Bike Team. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and research.

Susan Williams is a financial advisor at Wells Fargo Clearing with 45 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lester Smith is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and manages a farming business and serves as a board member for the City of Sterling Parks, Library and Recreation Board. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Shawn Harshman is a Senior Financial Advisor at Merrill Lynch Wealth Management with over twenty years of experience in the financial advisory field. Throughout his career, he has specialized in direct asset management, succession planning, and comprehensive wealth management. Shawn emphasizes the importance of financial confidence, which he believes is closely linked to clients' understanding of their financial wealth and life cycles. He guides clients through complex financial decisions to help them achieve their long-term goals. Shawn founded and led a successful wealth management firm for fifteen years, where he managed the strategic direction and overall financial well-being of his clients. He carries this dedication into his current role, striving to build lasting relationships centered on client success. His focus areas include college education planning, divorce transition planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible investing, women and wealth, and retirement income. He holds a Bachelor's Degree from the University of Wyoming and is a Personal Investment Advisor (PIA). A Wyoming native residing in Boulder, Shawn enjoys fly fishing, road and mountain biking, skiing, and spending time with his family.

Mike Oakes is a CFP®-certified financial advisor with 19 years of industry experience, currently serving at Wells Fargo Advisors in Louisville, CO. He has been with various Wells Fargo entities since 2011. Outside of his advisory role, he is a finance committee member at Nativity of Our Lord Catholic Parish in Broomfield, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients, using proprietary research and planning tools to deliver tailored recommendations.

Alexander Kaiser is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including general investing, retirement planning, and preparing for unexpected financial needs. Additionally, he offers access to specialists at Bank of America for services such as banking, credit, home financing, and small business solutions. Alexander's expertise includes managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. He works one-on-one with clients to define their goals and tailor portfolio strategies designed to reach them, offering ongoing advice as clients' situations evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Colorado System. A Colorado native, Alexander enjoys skiing and golfing and spends his personal time engaged in outdoor activities such as hiking, hunting, scuba diving, and skiing, as well as spending time with his family.

Frederick Heath is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging Merrill's investment insights alongside the banking and lending resources of Bank of America. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Delaware. Frederick is also a member of the Phi Delta Theta professional organization. Committed to community involvement, he volunteers with organizations such as Trout Unlimited and Western Resource Advocates.

Susan Mohacey is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and 20 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and Newbridge Securities and was self-employed for ten years. Outside of finance, she works as a medical transcriptionist for Stone Network Inc. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fred Williams is a financial advisor with Raymond James & Associates in Boulder, Colorado, holding a Series 63 designation and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2009. Outside of his advisory work, he owns and manages rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through a non-discretionary approach, utilizing various portfolio management styles and affiliated research.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Scott Tater is a Private Wealth Advisor at Merrill Private Wealth Management, where he has been with the firm since 1992. Over the years, he has held multiple roles including Director of the Greater Colorado Wealth Management Market. Scott leads a Private Wealth Team that takes a family office approach, working with clients to address complex financial needs while delivering tailored strategies and services. Scott’s expertise includes advising on concentrated and restricted stock positions, option analysis, pre- and post-liquidity event planning, tax mitigation, and customized investment management. His client focus encompasses corporate executive services, divorce transition planning, executive and equity compensation, liquidity management, new wealth management, and portfolio management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both a Bachelor of Science in Business and a Master’s in Finance from Walsh College. Originally from Michigan, Scott developed a passion for skiing, which enhanced his move to Colorado. Outside of work, he and his family enjoy traveling, mountain biking, and skiing.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Brenda Archer is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has worked with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds the Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Drew Wotton is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Boulder, CO, with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Edward Jones from 2016 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using a combination of quantitative asset-allocation modeling and centralized due diligence.

Derek Chow is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including International Value Advisers, Foreside Fund Services, and Matthews International Capital Management. He is based in Boulder, CO. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines proprietary fundamental research with quantitative analysis and employs systematic methodologies and long-term asset allocation benchmarks in its investment process.

William Bowman Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through both direct relationships and corporate financial planning agreements.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.