Ransom Flint is a financial advisor with Primerica Advisors in Denver, CO, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at James Peak Pizza, PFS Investments Inc., Idlewild Spirits Distillery, and Winter Park Resort. Outside of finance, he has experience in the food and beverage sector as well as home solutions. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program relying largely on model-driven strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Breanna Latt is a financial advisor with Merrill based in Denver, CO, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Oppenheimer and Andersen Law PC. 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, and institutional investors.

Jeremy Sarby is a financial advisor at Ameriprise with 10 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked for Northwestern Mutual in various capacities from 2016 to 2026. Sarby is based in Denver, Colorado. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

David Freeman is a financial advisor with Wells Fargo Clearing in Denver, CO, holding a Series 66 designation and 19 years of industry experience. His prior experience includes ten years at Bank of America and Merrill. He serves as a general partner in a private investment partnership and participates on an advisory committee for Graland Country Day School, focusing on the school's financial operations and budgeting. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christopher Sommese is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Plowshay - Jenkins Group since April 2026. He brings over a decade of experience in helping individuals, families, and business owners build, manage, and preserve wealth. Christopher focuses on a personalized, goals-based approach to financial planning, aligning strategies with each client's long-term vision. He partners with clients throughout every stage of their financial lives, including investment management, retirement planning, wealth transfer, and risk management. By leveraging the resources of Bank of America, N.A. and Merrill, along with a disciplined investment process, he delivers strategies adaptable to changing markets and life circumstances. Christopher holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Originally from Northern Virginia, Christopher moved to Colorado in 2010 to attend business school at the University of Colorado Boulder, where he earned his bachelor's degree. Outside of work, he enjoys spending time with his wife, Abbie, their two Labrador retrievers, and their pet rabbit. His personal interests include hiking, camping, golfing, and snowboarding in Colorado.

Gary Lyons is a financial advisor at Merrill in Denver, CO, holding a Series 66 designation with 11 years of industry experience. He has worked at Merrill since 2015 and has been affiliated with Bank of America, N.A. since 2017. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Patterson is Vice President, Wealth Planner at Fidelity Investments, where he collaborates with individuals and families to develop, implement, and maintain comprehensive financial plans. He aims to enable clients to focus on their personal interests by managing their financial planning needs effectively. Daniel has been with Fidelity Investments since 2016, progressing through roles from Investment Consultant to Financial Consultant before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Merrill Lynch from 2012 to 2016 and as a Client Services Associate at UBS Wealth Management from 2011 to 2012.

Connor Blakeman is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2020. He works with individuals and families to create, implement, and monitor financial plans, emphasizing clear and understandable strategies tailored to each client's needs. Connor's professional journey at Fidelity began in 2016, progressing through positions as Financial Representative, Investment Consultant, and Financial Consultant prior to his current role. Before joining Fidelity, he was a Client Service Coordinator at Ameriprise Financial in 2015. He holds a California Insurance License. Outside of his professional work, Connor engages in family activities, fitness, football, running, and caring for pets.

Chad Dyson is a Series 66 registered advisor at Ameriprise with 15 years of industry experience. He has worked at Ameriprise since 2018 and previously spent five years at JP Morgan Securities LLC. Based in Denver, CO, he currently serves clients through Ameriprise’s advisory platform. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Bradley Bartick is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Robert W. Baird & Co. since 2022 and previously spent 25 years at Charles Schwab in various roles. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary strategies utilizing both in-house and third-party managers.

Dominic Occhiuzzo is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, Mizpah Integrations Inc, and served in various roles including at Florida Gulf Coast University and Collier County Government. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s recommendations utilize proprietary research and third-party data within a defined investment universe influenced by its affiliated products.

Kelly Pachelo Forehand is a financial advisor with Mass Mutual Investors Services in Denver, CO, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at MetLife Securities for 16 years before joining Mass Mutual in 2016 and 2017. She continues to service group insurance plans established during her MetLife tenure and receives commission income for those plans. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing planning with a range of investment options and educational programs.

Veronika Redding is a financial advisor with Primerica Advisors in Brighton, CO, holding Series 63 and Series 65 licenses and with nine years of industry experience. Her work history includes roles at ATLAS CPAs & Advisors PLLC, Wegner CPA's, and Accuray Inc. Outside of advisory services, she owns and operates Redding Tax Strategies, LLC, a tax-related business. Primerica Advisors is a large institutional firm that offers a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven approach with discretionary management and custodial support from BNY Mellon Advisors and Pershing.

Rebecca Martinez is a Wealth Management Senior Relationship Manager at Fidelity Investments. She currently serves as a trusted resource for affluent clients and their families, focusing on providing a seamless client experience in Private Wealth Management. Her professional career spans over two decades in the Financial Services industry. Prior to her current role, she was a Senior Manager in the Family Office Services Group at Fidelity Investments from 2018 to 2023. She also held the position of Vice President for Corporate Executives Access at JMP Securities LLC between 2011 and 2018, Senior Operations Associate Manager at Morgan Stanley Smith Barney from 2008 to 2011, and worked as an Execution Analyst and Roadshow Coordinator at Oppenheimer & Co between 2004 and 2008. Outside of her professional commitments, Rebecca is engaged in family activities and enjoys visiting museums, participating in outdoor adventures, running, and volunteering.

Glenn Perry is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2018, progressing through positions including Financial Consultant, Investment Consultant, Financial Representative, and Investment Solutions Representative. Prior to joining Fidelity, Mr. Perry worked as a Financial Advisor at Prudential Financial from 2015 to 2018. His professional focus is on creating, implementing, and monitoring personalized financial plans and investment strategies tailored to individual clients' needs. He emphasizes the importance of clear and understandable financial planning, particularly to support clients in preparing for retirement. Outside of his professional work, Glenn Perry enjoys outdoor activities such as camping, golf, hiking, and skiing.

Braulio Campana is a Financial Services Associate at Merrill Lynch Wealth Management. He joined Merrill in 2023 and has since focused on delivering a high level of service to his clients. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Braulio earned a bachelor's degree from the University of Texas System.

Luke Fox is a Financial Advisor at Merrill Lynch Wealth Management, where he provides personalized financial strategies tailored to the unique needs of each family he serves. He focuses on comprehensive financial planning, including executive compensation, legacy planning, personal retirement planning, tax minimization, and retirement income. Luke holds a Bachelor's Degree from the University of Oklahoma and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes collaboration with clients' professional teams, such as CPAs and estate attorneys, to deliver holistic wealth management. Outside of his professional work, Luke enjoys outdoor activities such as fishing, golfing, hunting, and skiing, particularly in Colorado, and values spending time with his family.

Gerald Graham Jr. is a Series 66-licensed financial advisor at Cetera with eight years of industry experience. He has held various roles at Cetera and its affiliated entities since 2015 and is also co-owner of The Timberline Group, LLC. Outside of finance, he is the owner and author of Gray Home Books and serves as a spokesperson for the nonprofit Beyond Type 1, which focuses on Type 1 diabetes awareness and education. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and financial planning services utilizing both affiliated and third-party managers.

Jay Oyer is a Wealth Management Advisor at Merrill Lynch Wealth Management with over two decades of experience. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, awarded by the Certified Financial Planner Board of Standards, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Colorado State University. Jay focuses on helping clients create financial security and flexibility tailored to their personal goals, whether they are building a home, a business, or developing a long-term wealth plan. He aims to simplify complex financial decisions and empower clients through education and collaboration. His expertise includes college education planning, corporate executive services, employee benefits planning, executive compensation, family wealth management strategies, personal retirement planning, portfolio management, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Jay enjoys traveling and spending time with his wife Morgan. He maintains physical fitness through activities such as biking, hiking, running, swimming, skiing, and golfing, and has interests in cooking, drawing, and the arts and humanities. He participates in community volunteering consistent with Merrill's tradition of service.

Lawrence Toriello is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 24 years of industry experience. He previously worked at Bank of America and Merrill. Outside of his advisory role, he is an owner of family and personal investment businesses. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment strategies. The firm combines institutional trading capabilities with wealth management services.