Andrea Vlad is a financial advisor at Wells Fargo Advisors with 11 years of industry experience. She previously worked at Morgan Stanley, RBC Capital Markets, PFM Asset Management, and Stifel. Vlad holds Series 63 and Series 66 credentials and is based in Boulder, CO. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options and delivers tailored recommendations supported by Wells Fargo research and tools.

Charles Powell is a financial advisor at Fidelity with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Fidelity entities since 1998. 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 fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Darren Scott is a financial advisor with Charles Schwab, holding Series 66 and Series 63 credentials and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016. Outside of his advisory role, he is involved in performing and fine arts, including music performance, education, writing, and multimedia streaming. He also works occasionally as a driver for ride-sharing and food delivery services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Iain Walker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he owns and operates Arbroath Capital, an investment-related business based in Westminster, CO. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Carolyn Bondarovich is a financial advisor with LPL Financial, holding a Series 63 license and over 42 years of industry experience. She has been with LPL Financial and its predecessor firm since 1998. Outside of her advisory work, she is involved in interior design consulting for private homes. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, alongside research and model portfolios from multiple sources.

Jacob Jelinek is a financial advisor with Merrill in Boulder, CO, holding a Series 66 designation and four years of industry experience. He has worked at Merrill and Bank of America since 2020 and has prior experience at Canvas Credit Union and Northwestern Mutual. Jelinek has also held roles at Colorado State University, Doane University, and Alpine Moving Company. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, utilizing both internal and third-party managers.

Ivonne Monnett Pickett is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Wells Fargo entities since 2010. Outside of her advisory role, she co-owns a rental property in Firestone, Colorado. 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 tailored to clients meeting a net-worth threshold, leveraging proprietary research and tools to develop customized recommendations.

Grady Boles is a CFP® professional with 43 years of industry experience, currently affiliated with LPL Financial in Boulder, CO since 2017. Prior to LPL, he worked at National Planning Corporation for nine years. He is also an agent for a fixed insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and alternative strategies.

Scott Herrmann is a CFP® professional with 18 years of industry experience, currently affiliated with LPL Financial since 2025. He has held positions at Elevations Credit Union since 2013 and previously at Cuso Financial Services, LP. Herrmann serves as a notary for Elevations Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management approaches.

Grant Campbell is a financial advisor with Charles Schwab in Boulder, CO, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Schwab, he worked at AT&T for five years. He has been with Charles Schwab and Charles Schwab Bank SSB since 2019 and 2021, respectively. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Haylie Patrick is a financial advisor with Charles Schwab, holding a Series 66 designation and over one year of industry experience. Her prior work includes roles at Charles Schwab Bank, International Development Enterprises, and the World Trade Center Denver. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive investment research.

De Anna Price is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and previously worked at New York Pizza Department and Arizona State University before joining Merrill in 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dana Wozniak is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Edward Jones since 1997. She holds Series 63 and Series 66 licenses. Outside of advising, she is a passive owner in an aerospace company, American Operations Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of advisors and branches and offers both discretionary and non-discretionary investment strategies under a fiduciary standard.

Neil Draxler is a financial advisor with Edward Jones in Broomfield, Colorado, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Darina Barciak is a financial advisor at Raymond James Financial with 20 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Barciak is based in Boulder, CO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory services alongside specialized retirement plan consulting.

Lesley Cortez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 22 years of industry experience. She has been with Primerica Advisors since 2004 and previously served with the Adams County Sheriff’s office from 2016 to 2017. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by third-party asset managers and supports trade execution through Pershing custody and BNY Mellon Advisors.

Kelly Cochran is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Cochran Pasko Group in Boulder, Colorado. Her team focuses on providing personalized financial advice to corporate executives, multi-generational families, small business owners, and women facing life changes. They develop tailored plans leveraging Merrill's resources to help clients achieve their financial goals. Kelly's expertise encompasses wealth transfer and legacy planning, philanthropy, business succession, trust and estate strategies, as well as retirement income planning, navigating social security and Medicare, and managing stock options and concentrated positions for corporate executives. She and her team prioritize understanding the unique circumstances of each client and adapt their strategies as life or market conditions change. A long-time Boulder resident, Kelly holds a bachelor's degree from North Carolina State University and holds the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. She is involved in several community organizations including the Chi Omega Fraternity, Fairview High School Girls Golf Team, Junior Achievement, the Museum of Boulder, WILD Council through Glider, and serves on an advisory board at the Leeds School of Business at CU Boulder. Her personal interests include golf, cooking, yoga, hiking, travel, and spending time with family and friends.

Joseph Mcallister is a financial advisor at Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential with one year of industry experience. His prior work experience includes roles at Wells Fargo Bank N.A., Meech Static Eliminators USA, and Racetrac Petroleum. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and 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.

Hua Hui Li is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to entering the financial industry, she worked at Best Buy for seven years. J.P. Morgan Securities 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.

Anthony Merritt is a financial advisor with Edward Jones in Fort Lupton, Colorado, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, Merritt owns and manages a commercial rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of investment needs. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.