Craig Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience within the firm. He has practiced in New York, Hong Kong, and Boulder, Colorado. For the first 12 years of his career, he worked on the municipal bond desk, transitioning to a financial advisor role nine years ago. In this capacity, he collaborates with high net worth individuals and families to support their long-term financial goals. His areas of client focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds a Bachelor's degree from the University of Florida and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Craig is committed to the Merrill tradition of community involvement and volunteers with organizations in his local community. Outside of work, his interests include biking, hiking, music, skiing, and spending time with his family.

Ronald Larsen is a financial advisor at OSAIC with 39 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His career includes long-term roles at Larsen, Cheran & Associates and Fortis Investors, Inc. Larsen also owns Larsen Financial Services, a sole proprietorship involved in insurance sales and client servicing. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience and holds a Series 66 designation. He has worked with various divisions of Fidelity since 2012, including Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm’s investment process combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios across multiple platforms.

Elizabeth Day Griffin is a Series 66-registered financial advisor with Wells Fargo Advisors, based in Louisville, Colorado. She has 17 years of industry experience, including roles at Wells Fargo Advisors since 2018 and Wells Fargo Clearing prior to that. Griffin holds ownership interests in multiple investment-related entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations that clients may implement through various brokerage or advisory programs.

Robert Mc Allister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Dan Weinberger is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes roles at Wells Fargo Clearing from 2016 to 2023 and A. G. Edwards & Sons, Inc. from 2007 to 2008. Outside of his advisory work, he is involved in managing investment-related business activities in Boulder, CO. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that address various financial needs through tailored recommendations supported by proprietary research and planning tools.

Trevor Dietrich is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining LPL Financial in 2023. Outside of his advisory role, Trevor is involved in a multi-level marketing business called LIVE PURE. 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 range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its network of investment adviser representatives.

Cherie Turner is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 credential and has 18 years of industry experience. She previously worked at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing from 2009 to 2020. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management via multiple platforms and custodians.

David Strand is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving at their Lafayette, CO office. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Luke Fox is a Financial Advisor at Merrill Lynch Wealth Management. He collaborates with business owners, executives, and families to design customized strategies that address the complexities of growing and preserving wealth. His approach incorporates insights from Merrill and banking solutions from Bank of America to help clients pursue their financial goals. Luke's expertise includes executive compensation, legacy planning, personal retirement planning, tax minimization, and retirement income. He and his team focus on connecting all aspects of clients' financial lives, providing guidance on topics such as managing concentrated stock positions, balancing growth and liquidity, and preparing for major transitions like business sales or retirement. He holds a Bachelor's Degree from the University of Oklahoma and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, Luke spends time fishing, golfing, hunting, skiing, and with his family. He also engages in volunteer activities within his community as part of Merrill's tradition of community participation.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, with a prior long-term role at Wells Fargo Bank NA beginning in 1988. Outside of finance, she is a majority owner of two non-investment related businesses in Boulder, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a broad range of brokerage and advisory services, utilizing research and analytics to support diversified investment strategies across a large platform of more than 14,000 advisors.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

Richard Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 41 years of industry experience. His prior work includes positions at Wells Fargo Advisors Financial Network, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also president of Rich Turner Financial Corp, a separate advisory business. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages multibillion-dollar assets through numerous Financial Professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Autumn Davidson is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Her work history includes roles at Equitable Advisors, Generosity Wealth Management, and Cambridge Investment Research. Outside of finance, she has experience working in the food service industry, including at Nick-n-Willy's Pizza and Southern Sun Pub and Brewery. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, institutions, pension funds, and charitable organizations. The firm offers a range of account platforms, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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 at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Blackburn held positions at Charles Schwab Bank SSB and worked in various capacities at the University of Colorado – Boulder and other organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated wealth management platform.

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 Series 63-licensed financial advisor with 45 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. for nine years. 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.

Lester Smith is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Wells Fargo Investments, LLC from 2006 to 2011. Outside of his advisory role, he is co-owner and manager of a farming operation and serves as a board member for the City of Sterling Parks, Library, and Recreation Board. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. 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 data.