Preston Kendrick is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He began his career at Fidelity Investments in 2016, progressing through several positions including Investment Solutions Representative and Investment Consultant. Prior to joining Fidelity, Kendrick was a Financial Representative at PRUCO SECURITIES, LLC in 2015. He holds a California Insurance License, supporting his work in financial advising and planning. Kendrick emphasizes building strong relationships with clients to develop personalized financial strategies that evolve over time. Outside of his professional responsibilities, Kendrick has interests in fitness, golf, pets, reading, and traveling.

Cira Villalpando Forbes is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018. Prior to her career in financial advising, she worked at 40 North Foods for two years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory programs and investment strategies and manages over $1 trillion in assets with a nationwide network of advisors and branch offices.

Daniel Corbett is a financial advisor at Robert W. Baird & Co. in Boulder, CO, holding a Series 66 designation with 10 years of industry experience. He has been with Robert W. Baird since 2016. Outside of his advisory work, Corbett is the owner of Lemon Press Creative LLC, a non-investment related business. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm provides a range of services including financial planning, portfolio management, and custody, employing a blend of manager-traded and model-traded strategies alongside internal research and tools to support client advice.

Zoe Whitmore is a CFP® professional with 18 years of industry experience, currently affiliated with Ameriprise since 2012. She serves as an owner of S.E. Water Tower Operational Support, LLC, and is a board member of The Family Learning Center in Boulder, Colorado. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with financial advisors.

Kyle McGrath is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020. Prior to that, he was with Gerber, LLC and Raymond James Financial Services, Inc. from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Thomas Sandhaus is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior experience at Optima Asset Management and 890 5th Avenue Partners. Outside of financial advising, he has been involved with local tennis organizations including Longshore Tennis and Westport Tennis Club. 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 proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, often delegating management to sub-advisers while maintaining oversight.

Terra Edgington is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Her professional approach centers on building lasting partnerships that emphasize respect, integrity, and dependability. She focuses on understanding and supporting her clients' unique financial goals and needs through holistic financial planning. Terra's experience spans various aspects of financial consulting, enabling her to navigate the evolving financial landscape alongside her clients. Outside of her professional work, she enjoys board games, outdoor adventures, and traveling.

Gerald Marriner is a CFP® with 44 years of industry experience, currently serving at Cetera since 2023. He has previously worked with Cetera Wealth Services, LLC and operates Marriner & Company, a financial services firm he has owned since 1996. Outside of his advisory work, he owns Mariner Gallery LLC, an art consulting business focused on auction acquisitions. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and unaffiliated third-party managers.

Jonathan Lieber is a financial advisor with Raymond James & Associates in Boulder, CO, holding a Series 63 designation and 38 years of industry experience. He has worked at Raymond James since 2009 and previously spent 11 years at Vail Resorts. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Ivette Plaza is a financial advisor at Merrill with 11 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 1998 and at Bank of America since 2016. Plaza serves as a board member of Bay Ridge Christian Academy, contributing to the institution's strategy and priorities. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Jackson Edelmann is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping clients make informed financial decisions through personalized planning, investment guidance, and long-term wealth management strategies. His approach centers on building trusted relationships and delivering solutions that align with each client's financial goals and future. Jackson has over 7 years of experience in the financial services industry, starting his career at Bank of America with a specialization in lending and business banking. He later transitioned to Merrill Edge as a Financial Solutions Advisor, expanding his expertise in wealth management and investment strategies. His client focus areas include corporate benefits, managing new wealth, small business strategies, sports and entertainment, and retirement income. He holds a Bachelor's Degree from the University of Alabama and has earned professional designations such as Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, Jackson enjoys biking, football, ice hockey, skiing, traveling, and spending time with his family.

Seth Krochmal is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Boulder, Colorado. He leads Krochmal & Associates, a team with extensive experience assisting high net-worth individuals, executives, and entrepreneurs in organizing their financial lives. Their services include financial planning, portfolio strategy, and access to banking and lending solutions through Bank of America, tailored to meet clients' goals and priorities. Seth began his career at Merrill Lynch Wealth Management in Columbus, Ohio, in 2008 and has been with the firm in Boulder since 2011. He holds a Bachelor of Science in Business Administration from The Ohio State University. His professional designations include Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Originally from Dayton, Ohio, Seth and his wife, Alisa, have two sons, Ruben and Levi. The family enjoys snowboarding, music, and football.

Michael Bonilla is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 designations. His prior roles include positions at Transamerica Investors Securities Corporation, Transamerica Life Insurance Company, Invesco, and Oppenheimer Funds Distributor Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Meredith Carlton is a Series 66-licensed financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2008. Outside of her advisory work, she serves as a lacrosse coach at Saint Andrew's Episcopal School in Austin, Texas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Eric Haney is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, Haney serves as Board President of the Grandview Townhome Owners Association in Centennial, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Erin Zuckerman is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds the Series 66 designation and previously worked at Merrill for 12 years before joining UBS in 2022. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources.

William Kessel is a financial advisor with Edward Jones in Arvada, CO, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Norma Trejo is a Planning Consultant at Fidelity Investments. In this role, she partners with clients to develop comprehensive financial plans that align with their financial aspirations and objectives.\n\nHer professional experience includes positions such as Associate Wealth Management Advisor at Northwestern Mutual from 2021 to 2022, Associate Financial Consultant at TIAA from 2019 to 2020, Team Lead Consultant at TIAA from 2017 to 2019, and Financial Services Consultant at TIAA from 2013 to 2017.\n\nOutside of her professional work, Norma enjoys activities such as spending time at the beach, attending concerts, hiking, engaging in outdoor adventures, parenthood, and traveling.

Nicholas Kakavas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. His prior experience includes roles at Welch Financial Planning, New York Life Insurance, and NYLIFE Securities LLC. 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. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, LLC. 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 services and integrates advisory solutions with various financial product offerings.