Daniel Carroll is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Bank, NA since 2016 and Wells Fargo Clearing since 2021. Outside of his advisory role, he owns a business focused on developing a product to sanitize cans. 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.

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® professional with 20 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. He is involved with the Nativity of Our Lord Catholic Parish in Broomfield, CO, serving on the finance committee. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

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.

Joanna Halle is a Series 66-credentialed financial advisor at Edward Jones with eight years of industry experience, including roles at Target prior to joining Edward Jones in 2022. She is based in Longmont, Colorado, and has been with Edward Jones since 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a large network of financial advisors and branch offices across the U.S.

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 with Wells Fargo Advisors in Boulder, CO, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. Her career with Wells Fargo affiliates spans multiple roles from 2000 to the present. 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 solutions with other financial products through a comprehensive service model.

Drew Wotton is a financial advisor with J.P. Morgan Securities in Boulder, CO, holding a Series 66 designation and having 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously at Edward Jones from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and offers access to derivatives and commodities capabilities through its regulatory registrations and affiliations.

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.

Elias Dolson is a Financial Advisor specializing in personalized wealth management strategies. He works within Merrill Lynch Wealth Management, combining investment insights from Merrill with the banking and lending solutions of Bank of America to assist clients in pursuing their financial goals. With expertise in areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income, Elias collaborates closely with clients to develop customized strategies tailored to their specific circumstances. Elias holds a Bachelor's Degree from the University of Nebraska System and a Master of Business Administration (MBA) from the University of Colorado System. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Elias enjoys activities such as biking, golfing, hiking, music, pickleball, running, skiing, traveling, and watching movies.

Daniel Grote is a CFP® with 24 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. He previously worked at Securities America Advisors and Hornor, Townsend & Kent, LLC. Outside of advising, he is engaged in non-variable insurance sales and has worked as a rideshare driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a variety of investment strategies and utilizes technology tools for operational support while maintaining oversight of over $819 billion in discretionary assets and more than 22,800 advisors.

Jamie Moulton is a financial advisor with Raymond James & Associates in Boulder, CO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Additionally, he serves as Treasurer for Indian Peaks Alers, a nonprofit organization, where he manages bookkeeping and budget monitoring. 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 charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Alan Scharff is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. In his role, he provides comprehensive wealth management and investment advisory services to individuals and multi-generational families. Alan offers a disciplined, planning-driven approach that integrates portfolio management, tax-aware investing, and long-term risk management. As a Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA), Alan has the flexibility to design and manage customized investment strategies aligned with each client's goals, time horizon, and tax considerations. His solutions may incorporate individual securities, firm and third-party strategies, and discretionary portfolio management through Merrill's Investment Advisory Program. His advisory philosophy emphasizes thoughtful portfolio construction, diversification, and adaptability in response to evolving markets, tax laws, and client circumstances. Alan holds a High School Diploma/GED from Summit County High School. Outside of his professional commitments, he enjoys biking, cooking, fishing, hiking, scuba diving, skiing, spending time with his family, and traveling.

Matthew Winter is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior positions include roles at Wells Fargo Investments, LLC and Charles Schwab. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets and offers a broad range of brokerage and advisory solutions.