Pamela Stoner is a financial advisor with Raymond James & Associates in Longmont, Colorado, holding a Series 66 designation and bringing 29 years of industry experience. She previously worked at RBC Capital Markets Corporation for 12 years before joining Raymond James in 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus that includes public finance and municipal work alongside its retail advisory services.

Jeremiah White is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2016, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. Jeremiah utilizes a needs-based planning approach combined with his diverse career experience and CFP credential to address the unique needs of individuals and families. He focuses on creating customized client experiences by developing personalized financial roadmaps. His professional background centers on financial consulting and investment guidance within Fidelity Investments.

Lissette Barrios is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has built her career since 1993. As senior partner of the GR Wealth Management Group, she leads a team that takes a comprehensive, client-focused approach to wealth management. The group emphasizes understanding clients and their families deeply—considering financial situations, priorities, risk tolerance, liquidity needs, and investment goals—to develop tailored strategies. Their client base includes multi-generation families, corporate executives, business owners, and physicians. Lissette also serves as a Senior Portfolio Advisor within Merrill’s Investment Advisory Program, managing discretionary, customized investment strategies that draw on a broad range of Merrill and third-party solutions. Lissette holds multiple professional credentials, including the Chartered Retirement Planning Counselor (CRPC®) designation awarded by the College for Financial Planning Institutes Corp., the Certified Plan Fiduciary Advisor (CPFA®) designation, Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She graduated magna cum laude with a bachelor's degree in Economics from Barat College of Lake Forest, which was subsequently acquired by DePaul University. Fluent in English and Spanish, Lissette focuses on client areas such as family wealth management, legacy and philanthropic planning, retirement income, portfolio management, and education planning. Outside of her professional work, Lissette resides with her husband and two sons in the Northern Suburbs. The family supports several humanitarian and research organizations, including the American Cancer Society, United Way, and Special Olympics. In their free time, they enjoy outdoor activities, attending their sons’ soccer games, hiking, interior decorating, and traveling.

Carlos Marquez is a financial advisor with Wells Fargo Clearing in Arvada, CO, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and has also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Shawn Forsstrom is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2011 in various roles including Account Executive and Investments Consultant. He began his career as a Junior Advisor at Access Capital Investment Group from 2009 to 2011. In his current role, Shawn works with individuals and families to develop and implement long-term financial plans and investment strategies that align with these plans. He is committed to adding value to each of his clients by ensuring they have sound financial planning in place. Outside of his professional responsibilities, Shawn engages in family activities and enjoys fitness, football, golf, and traveling.

Blair Daniel is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in employee benefits planning, personal retirement planning, tax minimization, and retirement income. Blair works closely with clients to develop strategic, tax-efficient plans that align with their financial goals and priorities. He also collaborates with clients' attorneys, accountants, and other advisors to coordinate financial and legacy plans. Blair holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned his Bachelor's Degree from the University of Colorado. He is a member of the Phi Theta Kappa Honor Society, recognized for leadership. Blair's professional philosophy centers on client empowerment through education and clear communication. Outside of his professional role, Blair participates in community activities including the BBSC Triathlon, Goodwill, Junior Achievement, and Reading Partners. He engages in various adventure sports such as biking, running, scuba diving, and swimming.

Chester Wang is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, Bank of America, and Merrill. He is based in Denver, Colorado. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kerry Mcnichols is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. Based in Denver, CO, Mcnichols holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Salmon is a Series 66 licensed financial advisor with Edward Jones in Lakewood, Colorado, where he has worked since 2015. He has a decade of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Fuselier is a financial advisor with Equitable Advisors in Westminster, CO, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. She has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Fuselier serves on multiple governance boards for community and pediatric healthcare organizations in Colorado. Equitable Advisors provides financial planning and retirement-plan support to individual investors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering access to asset management through LPL programs and third-party asset managers.

Arabella Galbo is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she has worked at JPMorgan Chase Bank and has been involved with organizations such as Mountainfilm and the Telluride Venture Network. Outside of finance, she contributes as a studio vocalist for the Rock and Roll Academy, a music company providing curriculum for K-4 students. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Maxwell Paul is a Series 66-credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. 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 under management and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

William Charboneau is a financial advisor with Wells Fargo Clearing in Fort Collins, CO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Bank NA since 1999 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial product offerings than typical institutional advisors, including insurance-related vehicles and bank deposit sweep options.

Lynne Grimson is a financial advisor with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with RBC Capital Markets and its affiliates since 2008. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering customized investment strategies through multiple advisory programs and a combination of in-house and third-party managers.

Conor Mccallin is a financial advisor at Morgan Stanley in Denver, CO, with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves on the Investment Committee for Regis Jesuit High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, utilizing models such as Monte Carlo simulations, while clients remain responsible for implementing their plans.

Michelle Murray is a Financial Consultant currently working with Fidelity Investments since 2019. She collaborates with individuals and families to create, implement, and monitor financial plans aimed at helping clients work towards their unique financial goals and build confidence in their financial futures. Michelle has a professional background that includes roles as an Institutional Fixed Income Sales professional at Piper Sandler Companies from 2010 to 2018, and as an Associate Financial Consultant at Charles Schwab from 2006 to 2010.

Luisana Sanchez is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2019, following prior roles at Bank of America and UBS Financial Services. Outside of her advisory work, she assists part-time with administrative duties at a pediatric dentistry practice in Denver. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pensions, charitable organizations, and corporate fiduciaries.

Beth Stenz is a financial advisor with Edward Jones in Erie, Colorado, holding CFP® and ChFC® designations with 18 years of industry experience. She has been with Edward Jones for 15 years. Outside of her advisory role, she owns Heels on the Gridiron LLC, a lifestyle blog covering travel, fashion, beauty, and sports. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and provides affiliated capabilities including trust services and securities-based lending.

Kirk Jones is a financial advisor at LPL Financial with 23 years of industry experience and holds a Series 66 designation. He has worked previously at Western Wealth Management, LLC and Independent Financial Partners. Outside of his advisory work, Jones is involved in sports broadcasting, including roles as a college football pregame radio co-host and a color analyst for the Denver Broncos football team. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by in-house and third-party research, providing both discretionary and non-discretionary management options.

Benjamin Disalle Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2015, and prior to that with Summit Financial Group Inc. He serves as treasurer for The Financial Retirement Group Inc. and works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, and institutions, offering a range of portfolio management and consulting services through a multi-manager platform.