Jamie Winger is a financial advisor with Equitable Advisors in Arvada, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and previously was with AXA Advisors, LLC. Outside of his advisory role, Winger serves on the board of the Community Reach Center Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory programs and third-party asset managers to tailor investment solutions for its clients.

Brittany Christians is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise, D.A. Davidson & Co., Hinds Financial Group, and Cetera Advisors LLC. Wells Fargo Advisors provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. Advisors use firm research and planning tools to develop tailored recommendations for clients, with implementation options through various brokerage or advisory programs.

Jessica Guitar is a financial advisor at Edward Jones with Series 63 and Series 66 registrations and two years of industry experience. Prior to joining Edward Jones, she worked at ABMG, LLC, and was involved with FC Boulder / Boulder County United and the City of Boulder. Edward Jones is a full-service wealth management firm serving over four million 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 programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Michael Wagner is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Fisher Investments since 2018 and previously spent eight years at TIAA-CREF. Fisher Investments serves a global client base including institutional and private clients, offering discretionary portfolio management with a centralized investment approach that incorporates quantitative and qualitative research alongside various risk management techniques.

Nicholas Langreck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Barber-Nichols for two years and at Hunter Douglas for twelve years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard.

Erika Briggs is a financial advisor with Merrill in Boulder, CO, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Merrill since 2009 and has an affiliated role at Bank of America, N.A. dating back to 2004. Outside of her advisory work, Briggs participates in fundraising activities for the San Francisco AIDS Foundation and has served as a model for an artist’s project. 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 using model-based and discretionary investment strategies developed by internal and third-party teams.

Aaron Rask is a financial advisor with MassMutual Investors Services in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance. He serves on the board of the Bal Swan Children's Center, focusing on social-emotional foundation and inclusive learning. MassMutual Investors Services provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual planning engagements utilizing firm-approved analytical tools and a range of investment and insurance products.

Karl Fisher is a financial advisor with Equitable Advisors in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Equitable Advisors and its predecessor, Axa Advisors, LLC, since 1999. Outside of his advisory role, he serves as president and treasurer of a local septic company homeowners association. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Rachael Russell is a Financial Advisor with Merrill Lynch Wealth Management, serving clients across the Front Range, including Fort Collins and Boulder. She holds a Bachelor of Science in Business Management from Duquesne University and a Master of Business Administration from Colorado State University, where she earned a certificate in applied finance. Prior to her career in financial advising, Rachael spent nearly ten years in municipal government, focusing on strategic solutions for complex challenges. Rachael specializes in personal retirement planning, philanthropic planning, and women and wealth. She assists clients with retirement, charitable giving, legacy planning, and navigating major life transitions. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). In addition to her professional work, Rachael is involved in the Northern Colorado community. She serves on the Board of Directors for the Fort Collins Museum of Art and volunteers as a victim advocate with Fort Collins Police Services. She and her husband reside in Fort Collins, where they are members of the Fort Collins Country Club and engage in outdoor activities such as ice climbing, cycling, paddleboarding, and hiking.

Travis Hitt currently serves as an Investment Consultant at Fidelity Investments, a role he began in 2024. He focuses on understanding clients personally to develop customized investment strategies that align with their individual situations. Prior to this position, he was a Financial Advisor at Edward Jones in 2023 and worked as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023. His professional experience spans client relationship management and financial advising, emphasizing personalized service and resource navigation within investment platforms. Outside of his professional commitments, Travis has interests in cooking and baking, golf, music, running, skiing, and traveling.

David Brown is a financial advisor with LPL Financial and holds a Series 65 designation. He has 17 years of industry experience, including prior roles at Transamerica Financial Advisors, Inc. and World Financial Group. Brown is also the owner of two non-investment-related businesses, DB Softwerx and DB Prowerx. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Lynn Shook is a financial advisor with Raymond James & Associates, holding a Series 66 license and 18 years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Riley Burns is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and having five years of industry experience. He previously worked at Trinity Wealth Securities L.L.C. and Tristate Financial Advisors. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and Corporate Financial Planning agreements.

Carey Pearsall is Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. Prior to this role, Carey has held various positions at Fidelity, including Financial Consultant from 2017 to 2021, Executive Services Relationship Manager from 2015 to 2017, and other roles since 2013. Throughout a career at Fidelity Investments spanning over a decade, Carey has developed expertise in financial consulting and client relationship management. The focus is on empowering clients toward financial freedom by understanding their unique goals and financial situations to develop tailored strategies. Outside of professional responsibilities, Carey enjoys family activities, fitness, parenthood, and reading.

Samantha Schreiber Reed is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones in Longmont, CO. Her work history includes multiple roles at Edward Jones since 2019 and prior experience at Providence Health and Services and Target. She also managed a bed and breakfast, La Bastide Bed & Breakfast, from 2016 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and branch offices. The firm offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Marchese is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career with Merrill as a Private Banker before joining the Stager Gauss Group as a Financial Advisor in 2019. Michael focuses on delivering strategies and advice tailored to individuals, their families, and their businesses by thoroughly understanding their financial objectives. His areas of expertise include wealth management planning, business lending and financial services, home lending (NMLS 1858490), and more. Merrill and Bank of America provide him with the framework and tools necessary to assist clients comprehensively with their financial needs. Michael attended Metropolitan State University 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). He completed his high school education at Ralston Valley High School. A Colorado native, Michael lives in Arvada with his wife Marissa and their dog Milo. He is involved in community organizations such as Advocates for Children CASA, Community Table Kitchen, and Junior Achievement through Bank of America Community Volunteers. In his personal time, he 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 licenses and having 17 years of industry experience. Her prior work includes roles at TIAA-CREF and Cambridge Investment Research Advisors. Outside of finance, she is the owner of Margaret Webster Hypnotherapy, where she volunteers as a Certified Medical Support Clinical Hypnotherapist. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions with investment and financial planning services. The firm offers a broad range of planning options tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition and special-needs analysis.

Anthony Piazza is a CFP® professional with nine years of experience in the financial services industry. He is currently an advisor at Edelman Financial Engines and has held prior roles at firms including Empower Advisory Group, Northstar Investment Advisory LLC, John Hancock, Northwestern Mutual, and Learnvest Inc. He is licensed with Series 63 and Series 65 designations and is based in Arvada, CO. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term investment strategies.

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.