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.

Doug Griffith is a financial advisor with LPL Financial based in Westminster, CO, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2010. In addition to his advisory role, he serves as a trustee for a family fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.

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.

Cameron Todd currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2024. In this role, he leads a team of financial professionals committed to providing clients with a financial planning experience that meets their expectations. Cameron emphasizes the advantages of Fidelity's trusted brand and advanced technology in delivering financial services. Prior to his current role, Cameron held several positions within Fidelity Investments, including Assistant Branch Leader from 2022 to 2024, Team Leader of Central Relationship Managers from 2021 to 2022, Team Leader of Customer Relationship Advocates from 2020 to 2021, and Senior Brokerage Representative from 2015 to 2020. This progression reflects his extensive experience in financial services and leadership within the company. Outside of his professional responsibilities, Cameron enjoys outdoor activities such as beach visits, golf, hiking, surfing, and traveling.

Brady Garr is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 designation and 14 years of industry experience. He has worked with Wells Fargo in various capacities since 2011. Outside of his advisory role, he has ownership interests in several investment-related entities, including an oil and gas mineral ownership company and financial planning practices. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Paul Tencer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior experience includes six years at World Equity Group, Inc. He has conducted retirement planning seminars through FMT Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse financial planning and advisory programs, supported by proprietary and third-party research, and provides both discretionary and non-discretionary management options.

Jacob Hansen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert W. Baird since 2021, with prior roles at institutions including Tri City National Bank and Amazon. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across a range of traditional and non-traditional investment strategies.

Andrew Robinson is a financial advisor with Edward Jones in Lafayette, CO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at JPMorgan Chase and has experience with companies including IHS Markit (S&P Global), HelloFresh, and a delivery service business, Scratch Kitchen. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices.

Cheryl Nelson Boyd is a financial advisor with Ameriprise in Louisville, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Outside of her advisory role, Boyd serves on the board of The Alliance Foundation and acts as Fundraising Chair for Monarch PK8 PTO. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.

Kevin Zalanskas II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Meghan O'Brien is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. In her role, she works with high net worth clients to develop customized investment and financial plans. Meghan focuses on fostering meaningful and ongoing conversations around clients' goals and dreams, educating and inspiring clients and their families on their paths toward financial freedom. She employs a holistic planning approach to help investors navigate various life stages, aiming to support clients in enjoying the present while feeling confident about their financial futures. Meghan's professional experience centers on wealth planning and client education. Outside of her professional work, Meghan enjoys attending concerts, hiking, listening to music, spending time with pets, snowboarding, and practicing yoga.

Julie Scheffer is a financial advisor at Edward Jones with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2018, following 13 years at Emerson Electric. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies alongside affiliated mutual funds and a proprietary money market fund.

Julie Lane Bockelman is a Senior Financial Advisor at Merrill Lynch Wealth Management. She began her career in financial services in December 1994 with A.G. Edwards and joined Merrill Lynch Wealth Management in July 2009. Julie holds the Accredited Asset Management Specialist™ (AAMS™) designation, earned in 2000 through the College for Financial Planning Institutes Corp., as well as the Personal Investment Advisor (PIA) designation. Julie graduated from Mesa State College in 1994 with a Bachelor’s of Business Administration degree in Management. She is a native of Western Colorado, born in Rangely, and has lived in Grand Junction for over 33 years. Julie works with the Johnson, Bockelman, Gavegan & Associates team to provide personalized financial strategies that address a range of client needs, including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Outside of her professional role, Julie enjoys camping, fishing, football, golfing, skiing, volleyball, and spending time with her husband Tim and their two daughters. She remains actively involved in her daughters’ school activities and values the flexibility her team and firm provide.

Michael Frie is a CFP® professional with 26 years of industry experience, currently affiliated with OSAIC. He has worked at OSAIC since 2023 and previously was employed by Personal Benefit Services Wealth Management and Royal Alliance Associates, INC. Mr. Frie is also the owner and president of MRF Wealth Management, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of financial advisers and utilizes various proprietary tools and third-party platforms to manage portfolios across multiple asset classes.

Anthony Ferrara is a CFP® certificant with four years of industry experience, currently advising at Edelman Financial Engines in Boulder, CO. His prior roles include positions at Empower Financial Services, Personal Capital Advisors Corporation, Wood Mackenzie, and LogicManager. 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 diversified model portfolios with a long-term focus and managing approximately $326 billion for around 477,000 clients.

Jennifer Music is a financial advisor with Edward Jones in Lafayette, CO, holding the CFP® and ChFC® designations along with Series 63 and Series 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2002. 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 and 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.

Robert Tressler II is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and six years of industry experience. His work history includes roles at Robinhood Markets, J.P. Morgan Securities, and Merrill Edge. Outside of his advisory work, he owns two YouTube channels where he creates content reviewing non-alcoholic products and conducts research and development related to property management and banking. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Peter Braun is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2013. Braun serves on the Board of Directors for the Boulder Chamber of Commerce and is involved with local nonprofit organizations, including the Community Foundation Serving Boulder County and the I Have a Dream Foundation of Boulder County. UBS Financial Services serves individual, corporate, and institutional clients by offering 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 investment strategies.