Alex Wind is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked in various roles within J.P. Morgan since 2016. Outside of his advisory work, Alex occasionally performs as a DJ at nightclubs. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hope Hanrahan is a Wealth Management Advisor with Merrill Lynch Wealth Management and a key member of The Peters Wealth Management Group. She specializes in delivering holistic financial advice to executives, entrepreneurs, professionals, and families. Through comprehensive personal consultations, Hope and her team identify client-specific goals such as diversification, liquidity events, and wealth preservation, and develop tailored strategies to support clients' financial well-being and aspirations. Hope's expertise covers a range of areas including executive compensation, family wealth management, retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income. She holds the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA) designations. Hope earned her Bachelor's Degree from the University of Virginia. Since relocating to Colorado in 2009 from New York, Hope has been active in the Boulder County community, including membership in Social Venture Partners and volunteering as a Bank of America Community Volunteer. She also serves as President of the Merrill Women's Exchange and is involved with WoMAN (Women of Mergers & Acquisition). Outside of work, Hope enjoys fishing, golfing, hiking, pickleball, reading, skiing, traveling, and spending time with her husband and two children.

Melody Kimberlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill Lynch since 1991 and is a Relationship Manager with the Sauer Wolf Vivies Group. Melody works alongside her father, Robert Sauer, combining their extensive experience to provide clients with comprehensive wealth management services. Her expertise includes commercial and private lending programs through Bank of America, customized wealth management strategies, and client relationship management. Melody holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from American Heritage School.

John Burks is a financial advisor with UBS Financial Services in Denver, CO. He holds a Series 66 designation and has recent experience at Becknell Industrial LLC and Kimley-Horn and Associates, Inc. prior to joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and capital markets solutions.

Rachael Beres is a Planning Consultant at Fidelity Investments, where she supports Wealth Planners by helping clients translate complex financial concepts into clear, actionable strategies. She is involved in plan implementation and ongoing client support to ensure a seamless experience throughout their financial journey. Rachael joined Fidelity Investments in 2019 and has held several roles within the company, including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2021.

Sara Roy is a Certified Financial Planner™ with 20 years of experience in the financial services industry. She has worked at Edward Jones since 2022 and previously spent 11 years with JP Morgan Institutional Investments Inc. and JPMorgan Asset Management Inc. in institutional investment roles. 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 discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Jennifer Feeney is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley for 13 years before joining Merrill in 2026. 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 and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Julie Miller is the Vice President and Branch Leader at Fidelity Investments' Denver North investor center. In her current role, she leads Financial Consultants in assisting clients with pursuing their financial goals through holistic financial planning guidance. Julie has been with Fidelity Investments since 2014, progressing through various roles including Financial Representative, High Net Worth Representative, Relationship Manager, Financial Consultant, Assistant Branch Leader, and now Vice President and Branch Leader. Her experience encompasses client relationship management and leadership within the firm. No additional information regarding her education, credentials, personal interests, or community involvement has been provided.

Olivia Rey is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She collaborates with clients to develop financial plans that align with their goals and preferences, leveraging Fidelity's extensive experience in financial strategies and services. Her professional background includes progressive roles within Fidelity Investments, starting as a Financial Representative in 2022, advancing to Relationship Manager in 2023, Investment Consultant in 2024, before assuming her current position. Prior to joining Fidelity, Olivia worked as a Financial Advisor in Training at Ameriprise Financial from 2021 to 2022.

David Baer is a financial advisor with LPL Financial in Broomfield, Colorado, holding Series 63 and Series 66 credentials and having 39 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Baer is involved in Western Wealth Advisors and DB Financial Group, both entities related to his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research, model portfolios, and various technologies.

Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a non-discretionary advisory approach.

Ryan Keeran is a financial advisor at Edward Jones in Thornton, CO, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Halliburton for 13 years and briefly owned a drop shipping business called Emergence Junkie. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a large nationwide network of advisors and branch offices. The firm offers a range of investment strategies and advisory services under a fiduciary standard, with a notable retail advisor footprint and affiliated financial services beyond advisory offerings.

Max Fletcher is a financial advisor at Edward Jones in Denver, CO, holding the CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large network of advisors and branch offices.

Justin Dunne is a financial advisor with Edward Jones in Louisville, CO, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at FOCUS and KeyBank Real Estate Capital and has experience at several other employers including the University of Kansas and Lowe’s. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Dahna Clarke is a financial professional with Cetera and holds Series 63 and Series 65 licenses, bringing 26 years of industry experience. She is currently a part owner and financial professional at FS Advisors Wealth Management and owns SOPHS, LLC, a business primarily focused on expense management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party managers, supporting various program structures and account authorities.

Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting diverse investment strategies and program structures.

Allen Pierce is a Series 66-registered financial advisor with UBS Financial Services in Denver, Colorado, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, he is the owner of Arithmos LLC, a company involved in procuring and deploying equipment for digital asset ledger verification, and serves as an advisor to RezDox, a residential document storage provider. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and market assumptions.

Raul Cerceda Cota Jr. is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has been associated with Wells Fargo Bank, N.A. since 2018 and Wells Fargo Clearing since 2022. Prior to his financial services career, he worked at Art Cleaners and CCI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Byrne is a financial advisor with LPL Financial in Boulder, CO, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Waddell & Reed, Inc., Confluence Incorporated, and his own Byrne Group Ltd. Byrne serves on the board of the Golden Lion's Club, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through its extensive network of investment adviser representatives.

Mc Kenna Elliott is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Mc Kenna has held roles at JPMorgan Chase Bank NA and is also engaged as a part-time pet sitter through Rover.com. 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 when recommending strategies.