Edgar Bachrach is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS Financial Services since 2003. He holds Series 63 and Series 65 designations and is based in Boulder, CO. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

James Williams is a financial advisor at Merrill with seven years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2018, following three years at Financial Transition Services. 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 with a range of model-based and discretionary investment strategies.

Eric Holloway is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has managed Holloway Wealth Management Inc. since 2015 and has been affiliated with Raymond James since 2012. Outside of his advisory work, Holloway serves as a personal representative managing the finances of his parents and acts as a trustee for a family trust. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm employs a non-discretionary approach tailored to client goals using analytical modeling and supports its broad advisor network with advisory programs and institutional portfolio management.

Michael Martin is a Series 66 licensed advisor at J.P. Morgan Securities with 11 years of industry experience. He has held various roles within J.P. Morgan entities since 2015. 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 and an ESG eligibility framework to support its recommendations.

Kyle Krajewski is a financial advisor at UBS Financial Services in Boulder, CO, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Morgan Stanley and Prudential Insurance Company of America. He also founded SkyFox Golf, a business focused on SEO services for golf tours. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research, model-based asset allocations, and institutional trading capabilities to meet diverse client needs.

Annika Lee is a CFP® with 11 years of industry experience, currently serving as a financial advisor at UBS Financial Services. Her prior experience includes roles at Morgan Stanley, Bank of America, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Robert Grasing is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory offerings with other financial products through its extensive network of advisors.

Chad Ernzen is a financial advisor with Edelman Financial Engines in Westminster, CO, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016, following a year at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and operates a mix of discretionary and non-discretionary programs overseen by a firm Investment Committee.

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.