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 with 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. His focus is on developing strategies and advice for individuals, their families, and their businesses by understanding their financial objectives. His areas of emphasis include wealth management planning, business lending and financial services, and home lending (NMLS 1858490). 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 also earned a High School Diploma from Ralston Valley High School. A Colorado native, Michael lives in Arvada with his wife Marissa and their dog Milo. He is involved with organizations such as Advocates for Children CASA, Community Table Kitchen, and Junior Achievement through Bank of America Community Volunteers. In his free 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 credentials and 17 years of industry experience. She has previously worked at TIAA-CREF and Cambridge Investment Research Advisors. Outside of her financial advisory career, she is the owner of Margaret Webster Hypnotherapy, where she provides volunteer clinical hypnotherapy services. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. Advisors use Wells Fargo research and planning tools to develop recommendations delivered through discrete planning engagements, with optional implementation through various brokerage and advisory programs.

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.

Michelle Dilallo is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked at LPL Financial since 2025 and previously held roles at Elevations Credit Union, CUSO Financial Services, LP, Sun FCU, and Cuna Brokerage Services, Inc. Outside of her advisory work, she is involved with Elevations Wealth Management Services. 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 advisory and brokerage services, including model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Carol Bowman is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, with planning services generally provided in an advisory capacity.

Annika Franz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank from 2007 to 2018. Outside of her advisory role, she owns and operates B Side Bee Farms LLC, where she is involved in beekeeping, honey production, and mentorship. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mitchell Rogers is a financial advisor with Edward Jones in Arvada, CO, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Douglas Behnfield is a CFP® with 47 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boulder, CO. His prior experience includes ten years at UBS Financial Services before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers a range of services from retail to institutional investing.

Daniel Lampe is a CFP®-credentialed financial advisor with 17 years of industry experience. He is currently affiliated with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes positions at Bancwest Investment Services, Inc., Bank of the West, and TurnKey Vacation Rentals. J.P. Morgan Securities LLC 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 in its recommendations and offers services on a non-discretionary basis.

Jodie Gilbert is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Rutherford Law Center and operated Watershed Estate Planning LLC for five years. She also has legal experience from positions at multiple law firms and served as an instructor at the University of Colorado Law School. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction and serves as an adviser to multiple registered investment companies and funds.

Kenneth Finkel is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Citigroup Global Markets for seven years before joining LPL Financial in 2008. Outside of his advisory role, Finkel operates a personal coaching practice accredited by the International Coaching Federation. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Chad Peters is a Wealth Management Advisor with The Peters Weather Management Group at Merrill Lynch Wealth Management in Boulder, Colorado. He has over 25 years of experience providing financial and wealth management advice and services to affluent individuals and families. His client base includes senior corporate executives, entrepreneurs, business owners, and multi-generational families. Through in-depth personal consultations, Chad works with each client to establish specific financial goals and objectives. He assists corporate executives in diversifying concentrated stock positions, supports entrepreneurs and business owners during liquidity events, and helps multi-generational families preserve wealth for future generations. His expertise encompasses areas such as corporate executive services, education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. Chad holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). His education includes an Accredited Certificate Program from the University of Pennsylvania, a Juris Doctorate Degree from The John Marshall Law School, and a Bachelor's Degree from DePauw University. He is actively involved in several charitable organizations and resides in Colorado with his wife Heather and their two daughters. Chad enjoys outdoor activities such as biking, golfing, hiking, running, skiing, and spending time with his family.