Peter Holland is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Lincoln Financial Securities, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of his advisory practice, he coaches soccer at Boulder High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Ashlee Wrobel is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and has worked in various roles including financial wellness services at CSU Chico and positions in academic institutions prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option, delivering planning services without discretionary trading authority.

Stacey Bouthillette is a financial advisor with Wells Fargo Advisors in Louisville, Colorado. She holds Series 63 and Series 66 licenses and has 26 years of industry experience, including 10 years at Wells Fargo Advisors. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, using proprietary research and tools to develop tailored recommendations.

Edward Ariniello is a Certified Financial Planner (CFP®) with 14 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2012. He holds the Series 66 designation and is based in Louisville, Colorado. 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.

Taylor Kreis is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, Pepper Jack's Grille Inc, and Starbucks. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting with a process that combines quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Courtney Styer is a financial advisor at Edward Jones in Broomfield, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Courtney worked at Hotel Engine and Colorado Retina Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Cathy Maestas is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has worked with several affiliated firms, including Cetera Wealth Services, Summit Brokerage Services, and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary authorities, and manages over $256 billion in assets.

Sydney Clayton is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining RBC Wealth Management in 2020, she worked at TD Ameritrade from 2017 to 2020 and spent two years at Joann Fabrics. Outside of finance, she owns and operates a home cake and cupcake bakery. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Calin Gray is a CFP®-designated financial advisor at Wells Fargo Advisors with one year of industry experience. Prior to joining Wells Fargo Advisors in 2022, he held various roles including positions at MY Wealth Planners and FirstBank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options from cash-flow and retirement to specialized services such as business-owner transition and sports & entertainment planning. The firm supports advisors with proprietary research and tools and integrates advisory services with other financial products and referral channels.

Ryan Walker is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He holds a Series 66 license and is based in Northglenn, Colorado. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Joseph Wilson is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. His prior work includes roles in various sectors such as education and hospitality. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Scott Webb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Webb Wealth Management, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios.

Desiderio Leyba is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Before joining Schwab, he worked at Fidelity Investments and held positions at several technology companies, including Bits in Glass and Soroco. Charles Schwab & Co., Inc. serves 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 offers a blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational and custody arrangements.

Alex Beda is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and J.P. Morgan Chase Bank. He is based in Boulder, Colorado. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs more than 14,000 financial advisors.

David Jacobson is a Series 65–licensed financial advisor with Fisher Investments, based in Boulder, CO, and has eight years of industry experience. He worked at Fisher Investments Europe from 2016 to 2022 before joining Fisher Investments in the U.S. Fisher Investments serves a global clientele of institutional and private clients, providing discretionary portfolio management across equities, fixed income, and blended mandates. The firm employs a centralized investment decision process combining quantitative and qualitative research to construct globally diversified portfolios and offers a variety of sub-advisory and retirement plan services.

John Oliver IV is a financial advisor at Merrill with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2003 and Bank of America, N.A. since 2011. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Karen Cobb is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at AXA Advisors, AXA Equitable, Karl Fisher, First Pres Boulder, and RM Bedell & Associates. In addition to her advisory work, she manages an advisory business as a paraplanner and practice manager at Normark LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a combination of research, modeling, and tax-efficiency analysis to generate personalized, non-discretionary recommendations. The firm delivers these services through a centralized team in partnership with financial advisors and emphasizes the use of affiliated funds and algorithmic support in its approach.

Justin Mueller is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 registrations and three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, J.P. Morgan Securities, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of a photography business, JustPictureIt, where he assists with financial statements and revenue tracking. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing a range of in-house and third-party investment managers and customizable portfolio options.

Christopher Raftary is a financial advisor with Raymond James & Associates in Boulder, CO, holding CFP® and Series 63 credentials. He has 16 years of industry experience, including prior roles at Jackson National Life Distributors LLC. Raftary is also involved as a partner in an LLC formed to hold rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles and municipal advisory capabilities.

Cameron Dankel is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked at United Bank and the College of Charleston. His background also includes roles outside finance, such as working with Uashmama and Greenville Country Club. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex approaches including private funds and real-asset exposures.