Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Caitlyn Dunbar is a financial advisor with Edward Jones, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2015 and is also involved with Earth Treks Climbing Center outside of her advisory role. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors.

Jacob Duckett is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. 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 multiple market-facing registrations and delivers recommendations on a non-discretionary basis.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and a proprietary money market fund.

Tanner Terry is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2023 to 2024. Tanner has accumulated experience in various roles within the financial industry, including Analyst at Goldman Sachs from 2021 to 2023, Investment Solutions Representative at Fidelity Investments from 2020 to 2021, and Customer Relationship Advocate at Fidelity Investments from 2019 to 2020. As a first-generation college graduate, Tanner has developed a commitment to educating and guiding individuals in making informed financial decisions. He emphasizes building trust and understanding with clients to identify unique priorities and establish relevant financial goals. Tanner's approach focuses on collaboration to work toward a better financial future.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eliot Kairys is a financial advisor with Ameriprise in Golden, CO, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients with significant assets managed within Ameriprise accounts.

Marcia Wooley is a CFP®-certified financial advisor with 24 years of industry experience, currently with MassMutual Investors Services in Lakewood, CO. She has worked at MassMutual and its affiliates since 2017 and previously spent 17 years with Metlife Securities, Inc. and Metropolitan Life Insurance Co. MML Investors Services, LLC, where she is employed, is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop client recommendations without discretionary authority.

Tyler Oglesby is a financial advisor at Edward Jones in Golden, CO, holding Series 63 and Series 66 designations with 34 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Courtney Bloom is a Financial Consultant at Fidelity Investments, where she has been working since 2025. She develops customized financial plans for families, focusing on addressing both current needs and future life events. Prior to her current role, she held positions at Fidelity Investments including Planning Consultant from 2023 to 2025, Relationship Manager in 2023, and Financial Representative from 2022 to 2023. Throughout her tenure at Fidelity Investments, Courtney has gained experience in financial planning and client relationship management. She collaborates with clients to create tailored strategies that align with their financial goals. Outside of her professional work, Courtney enjoys family activities, fitness, outdoor adventures, and skiing.

Grant Linden is a financial advisor at Edward Jones in Golden, CO, holding a Series 66 designation and beginning his advisory career in 2022. Prior to returning to Edward Jones, he was self-employed and held various roles in the hospitality and entertainment industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Givin is a Planning Consultant at Fidelity Investments, where he assists individuals and families in creating, implementing, and monitoring financial plans. He emphasizes the importance of client confidence in their financial plans to help them work toward their financial goals. Prior to his current role, Christopher served as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2025. Outside of his professional work, Christopher has personal interests that include baseball, fitness, hiking, music, and tennis.

Davis Linden is a CFP® and ChFC® with 14 years of experience in financial advising, currently serving clients at Edward Jones since 2011. He is a part owner of a coworking space in Evergreen, CO, and owns a startup wine import business based in Denver. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a broad range of advisory and investment solutions through a large network of financial advisors nationwide.

Brandon Harper is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

David Gossett is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes extended tenures at Avantax Insurance Agency and Avantax Advisory Services, as well as roles in trust management and tax preparation through various family and personal business entities. He serves as a paid trustee providing trust services including accounting and oversight of investment advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management services through a multi-manager platform with access to affiliated and unaffiliated third-party managers and various program structures.

Julie Mccorkel is a financial advisor at Ameriprise with 27 years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Ameriprise and its related entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary advice, supported by algorithmic automation overseen by a dedicated consulting team.

Sean Regnier is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked in advertising and insurance roles, including positions at Bayard Advertising and Goosehead Insurance. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Bernard Taillon III is a financial advisor with LPL Financial in Lakewood, CO, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with LPL Financial since 2008. In addition to his advisory role, he is a practicing CPA and sole shareholder of BTS, Inc., through which he provides tax preparation, tax advice, and bookkeeping services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.