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.

Merrick Stewart is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and has been affiliated with Wells Fargo Bank, N.A. since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

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.

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.