Chae McConaghy is a Financial Consultant at Fidelity Investments. In this role, McConaghy collaborates with clients to develop personalized financial plans that align with their specific goals and priorities. The focus is on providing financial guidance and suggestions to empower clients in managing their financial futures. McConaghy has been with Fidelity Investments since 2022, progressing through several roles including Investment Sales Associate, Regional Investment Consultant, Investment Consultant, and currently Financial Consultant. This experience has helped build expertise in investment consulting and client financial planning. Outside of work, McConaghy enjoys cooking and baking, gardening, outdoor adventures, and reading.

Leland Frank is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Bank and Wells Fargo Advisors LLC. Outside of finance, he works as a voice actor for children's books. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory services, financial planning, and retirement plan consulting, supported by research from Wells Fargo Investment Institute and third-party sources.

John Terrion is a financial advisor at RBC Capital Markets in Boulder, Colorado, holding a Series 66 designation with 28 years of industry experience. Prior to joining RBC in 2024, he worked at Bank of America for 15 years and Merrill for 28 years. RBC Wealth Management serves individual investors, institutions, corporations, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers to implement strategies aligned with clients’ risk profiles and provides options for tax management and responsible investing.

Kim Schell is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Waddell & Reed. Outside of her advisory work, she is a partner in a small business selling and repairing antique pocket watches at shows twice a year. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers a range of financial planning and advisory services, utilizing various portfolio management styles supported by affiliated research and model manager options.

Damon Marxer is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2000 and previously worked as a CPA with Ernst & Young. Damon has decades of experience in the financial industry, having learned from and worked alongside his father, a longtime Merrill advisor. His client base includes multiple generations of active and retired individuals across several states, including Michigan and Colorado. Damon’s approach to wealth management emphasizes understanding clients’ lives and concerns, organizing their financial assets and liabilities to create a clear financial picture. He focuses on holistic, tax-sensitive strategies designed to preserve, grow, and distribute wealth while maintaining steady income streams for retirement. His investment philosophy prioritizes companies with a solid history of rising dividends, reflecting management’s commitment and consistent earnings. Damon manages personalized and defined investment strategies that may include individual stocks, bonds, Merrill Lynch model portfolios, and third-party investments. He holds a bachelor’s degree from the University of Colorado and is a CERTIFIED FINANCIAL PLANNER™ professional and Personal Investment Advisor. Damon resides in Parker, Colorado, with his wife and two sons. Outside of work, he enjoys spending time with his family and participating in outdoor activities such as biking, camping, fishing, golfing, hiking, and adventure sports.

Bryan Pieper is a financial advisor with Wells Fargo Advisors in Louisville, Colorado, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory work, he has ownership interests in several investment-related businesses, including entities focused on succession planning and wealth management. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including niche areas such as business-owner transition and special-needs planning, and utilizes proprietary research and tools to develop tailored recommendations for clients.

Jorge Traslavina is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and Scottrade. Outside of his advisory work, he is the sole owner of a vacation rental property. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering various investment strategies with discretionary and non-discretionary options.

Peter Holland is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Securities Corporation, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Outside of his advisory role, he coaches soccer at Boulder High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice.

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 with RBC Capital Markets in Boulder, CO, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked at RBC Wealth Management since 2017 and previously at TD Ameritrade and Joann Fabrics. Outside of finance, she owns and operates a home-based cake and cupcake bakery. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning services. The firm employs tailored investment strategies using both in-house and third-party managers, supported by a comprehensive platform that includes advisory programs and alternative investment options.

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.

Todd Jeffcoat is a financial advisor with LPL Financial in Arvada, Colorado, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2001. Jeffcoat also serves in a financial institution role at the Credit Union of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management solutions, supported by a large network of advisors and integrated financial services.

Guillermo Gonzalez is a financial advisor with LPL Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Wells Fargo, KeyBank, and Blue Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

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.