Daniel Lampe is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes positions at Bancwest Investment Services, Inc., Bank of the West, and TurnKey Vacation Rentals. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jodie Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Rutherford Law Center and operated Watershed Estate Planning LLC for five years. She also has legal experience from positions at multiple law firms and served as an instructor at the University of Colorado Law School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and funds.

Kenneth Finkel is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Prior to joining LPL Financial in 2008, he worked at Citigroup Global Markets for seven years. In addition to his advisory role, he maintains a personal coaching practice accredited by the International Coaching Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Chad Peters is a Wealth Management Advisor with The Peters Weather Management Group at Merrill Lynch Wealth Management in Boulder, Colorado. He has over 25 years of experience providing financial and wealth management advice and services to affluent individuals and families. His client base includes senior corporate executives, entrepreneurs, business owners, and multi-generational families. Through in-depth personal consultations, Chad works with each client to establish specific financial goals and objectives. He assists corporate executives in diversifying concentrated stock positions, supports entrepreneurs and business owners during liquidity events, and helps multi-generational families preserve wealth for future generations. His expertise encompasses areas such as corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Chad holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His education includes an Accredited Certificate Program from the University of Pennsylvania, a Juris Doctorate Degree from The John Marshall Law School, and a Bachelor's Degree from DePauw University. He is actively involved in several charitable organizations and resides in Colorado with his wife Heather and their two daughters. Chad enjoys outdoor activities such as biking, golfing, hiking, running, skiing, and spending time with his family.

Susan Haupt is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2013. She began her career at Fidelity in 2008 and has held positions including Financial Representative, Investment Consultant, and Account Executive. Prior to joining Fidelity, she was a Registered Representative at Charles Schwab from 2007 to 2008. Susan holds insurance licenses in Arkansas and California. She focuses on creating financial plans that support sound investment decisions and simplify clients' lives, emphasizing integrity and trust in her approach. Outside of her professional work, Susan has personal interests in comedy, fitness, and reading.

Julie Martinez is a CFP® and holds a Series 66 license with Edward Jones in Erie, CO. She has seven years of industry experience, including five years at Key Equipment Finance before joining Edward Jones in 2018. Outside her advisory role, she has a minor involvement with DistroKid. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracy Rothe is a financial advisor at LPL Financial with 32 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Her previous experience includes over a decade at Sagepoint Financial, Inc. and she has operated The Rothe Financial Group, Inc. since 1999. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and technology-driven investment approaches.

Edgar Bachrach is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS Financial Services since 2003. He holds Series 63 and Series 65 designations and is based in Boulder, CO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

James Williams is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018, following three years at Financial Transition Services. 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 with a range of model-based and discretionary investment strategies.

Eric Holloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has managed Holloway Wealth Management Inc. since 2015 and has been affiliated with Raymond James since 2012. Outside of his advisory work, Holloway serves as a personal representative managing the finances of his parents and acts as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical modeling and supports its broad advisor network with advisory programs and institutional portfolio management.

Michael Martin is a Series 66 licensed advisor at J.P. Morgan Securities with 11 years of industry experience. He has held various roles within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Kyle Krajewski is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Prudential Insurance Company of America. He also founded SkyFox Golf, a business focused on SEO services for golf tours. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to meet diverse client needs.

Annika Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services. Her prior experience includes roles at Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by providing 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 services and leverages proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Robert Grasing is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Chad Ernzen is a financial advisor with Edelman Financial Engines in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

Preston Kendrick is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He began his career at Fidelity Investments in 2016, progressing through several positions including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, Kendrick was a Financial Representative at PRUCO SECURITIES, LLC in 2015. He holds a California Insurance License, supporting his work in financial advising and planning. Kendrick emphasizes building strong relationships with clients to develop personalized financial strategies that evolve over time. Outside of his professional responsibilities, Kendrick has interests in fitness, golf, pets, reading, and traveling.

Cira Villalpando Forbes is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at 40 North Foods for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

Daniel Corbett is a financial advisor at Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, Corbett is the owner of Lemon Press Creative LLC, a non-investment related business. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm provides a range of services including financial planning, portfolio management, and custody, employing a blend of manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Zoe Whitmore is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise since 2012. She serves as an owner of S.E. Water Tower Operational Support, LLC, and is a board member of The Family Learning Center in Boulder, Colorado. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Thomas Sandhaus is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Optima Asset Management and 890 5th Avenue Partners. Outside of financial advising, he has been involved with local tennis organizations including Longshore Tennis and Westport Tennis Club. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, often delegating management to sub-advisers while maintaining oversight.