Meggan Van Kessel is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in assisting affluent families, individuals, and successful business owners in developing long-term financial strategies that align with their personal and business financial goals. Meggan works closely with clients and their other advisors, including attorneys and accountants, to address total wealth management needs. With 19 years of experience, Meggan focuses on areas such as college and education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, women and wealth, and retirement income. As a Certified Private Wealth Advisor® (CPWA®), Certified Exit Planning Advisor (CEPA®), and Personal Investment Advisor (PIA), she integrates investments, planning, banking, lending, and legacy considerations into comprehensive strategies that support her clients' present and future financial well-being. Meggan is a graduate of the University of Colorado at Boulder, Leeds School of Business, and is a native of Boulder. She is involved in the community through organizations such as There with Care.

Alex Brown is a Series 66-credentialed financial advisor with seven years of industry experience, currently serving at J.P. Morgan Securities. His background includes roles at JPMorgan Chase Bank, N.A., and Hapco, Inc. DBA Tarpco. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG eligibility frameworks.

Daniel Shaheen is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He focuses on helping clients identify their financial goals through intentional planning and guidance, developing strategies to work towards those objectives. Daniel has built his expertise through progressive roles at Fidelity Investments, starting as a Customer Relationship Advocate in 2021, then serving as a Retirement Representative from 2022 to 2023, followed by a position as Relationship Manager until 2024. This experience has contributed to his understanding of client needs and financial planning processes.

Chris Eissinger is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, UBS Financial Services, and Piper Sandler & Co. He also serves as a notary public. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants, offering a range of financial planning and portfolio management solutions.

Lauren Serafimovski is a financial advisor at Fidelity with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Fidelity, she worked at Foguth Wealth Management, LLC, and Nuveen Wealth Advisory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Matthew Veenker is a CFP® and CFA® with 23 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. in Boulder, CO. His prior experience includes roles at J.P. Morgan Asset Management, First National Bank of Omaha, and Mass Mutual Investors Services. He is also associated with First Investments and Planning as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and investment consulting to client goals.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Andrew Butt is a financial advisor with Merrill in Boulder, CO, holding Series 63, Series 65, and Series 66 designations and bringing 26 years of industry experience. He has been with Merrill since 2001 and has concurrently worked at Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Crystal Rubio Villalobos is a financial advisor at Charles Schwab with three years of industry experience. She holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, Wells Fargo, and TCF Bank. Charles Schwab & Co., Inc. serves a large client base primarily made up of 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 affiliated discretionary separately managed accounts and uses multi-asset model portfolios alongside research-driven alternative investment options.

Caroline Jackson is a CFP® certified financial advisor with six years of industry experience. She currently works at UBS Financial Services and has held prior roles at Morgan Stanley Private Bank and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Hannah Matheson is a financial advisor at Raymond James & Associates with a Series 66 credential and one year of industry experience. Prior to joining Raymond James, she worked in real estate services and held positions in the U.S. Department of Defense and the hospitality industry. Raymond James & Associates is a large, dually registered 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, offering financial planning and advisory services through a range of portfolio management styles and affiliated research.

Samantha Squires is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding a Series 66 designation. She has one year of industry experience and previously worked at Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Services LLC. Her work history also includes roles in insurance services and vacation management. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Kristen Hahn is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jorin Bale is a CFP® and ChFC® credentialed financial advisor with 22 years of industry experience. He is currently with LPL Financial and has previously worked at Elevations Credit Union, Cuso Financial Services, Lp, and Bancwest Investment Services, Inc. He serves on the board of the "I Have A Dream" Foundation of Boulder County. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Alan Webster is a financial advisor with UBS Financial Services in Boulder, Colorado, holding a Series 63 designation and with 49 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, he is involved as a musician in a local band called River Rock. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses model-based asset allocations and proprietary research to tailor financial plans to clients’ goals and risk tolerances.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, Colorado, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services with a diverse platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Christopher Sommese is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Plowshay - Jenkins Group since April 2026. He brings over a decade of experience in helping individuals, families, and business owners build, manage, and preserve wealth. Christopher focuses on a personalized, goals-based approach to financial planning, aligning strategies with each client's long-term vision. He partners with clients throughout every stage of their financial lives, including investment management, retirement planning, wealth transfer, and risk management. By leveraging the resources of Bank of America, N.A. and Merrill, along with a disciplined investment process, he delivers strategies adaptable to changing markets and life circumstances. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Originally from Northern Virginia, Christopher moved to Colorado in 2010 to attend business school at the University of Colorado Boulder, where he earned his bachelor's degree. Outside of work, he enjoys spending time with his wife, Abbie, their two Labrador retrievers, and their pet rabbit. His personal interests include hiking, camping, golfing, and snowboarding in Colorado.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. 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 under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Shannon Hertzog is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Hertzog held positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Wells Fargo. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.