Elias Dolson is a Financial Advisor specializing in personalized wealth management strategies. He works within Merrill Lynch Wealth Management, combining investment insights from Merrill with the banking and lending solutions of Bank of America to assist clients in pursuing their financial goals. With expertise in areas including college education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income, Elias collaborates closely with clients to develop customized strategies tailored to their specific circumstances. Elias holds a Bachelor's Degree from the University of Nebraska System and a Master of Business Administration (MBA) from the University of Colorado System. He holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Elias enjoys activities such as biking, golfing, hiking, music, pickleball, running, skiing, traveling, and watching movies.

Katherine Van Meter is a Wealth Management Advisor at Merrill Lynch Wealth Management. She specializes in a variety of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, and portfolio management services. With close to thirty years of experience, Katherine and her team concentrate on retirement planning, guiding clients through each phase of life by understanding their unique needs and goals. She holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Houston System. Outside of her professional work, Katherine enjoys fishing, golfing, running, scuba diving, spending time with her family, and traveling.

April Mc Whorter is a financial advisor with Ameriprise in Aurora, CO, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Charles Schwab, Edward Jones, and Standard Sales. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

William Black III is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has worked at several firms, including Secura Financial, Crown Capital Securities, and Barth Financial Advisors. Black is also involved with Exit & Retirement Strategies, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management and access to research and model portfolios from various sources.

Daniel Rice is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he held roles at SolarWinds, Costco, Aptive Environmental, and Brigham Young University. 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 and investment solutions, supported by a nationwide network of approximately 23,700 financial advisors and $1.01 trillion in assets under management.

Lorraine Vicino is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and possessing 46 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and was previously employed at MetLife Resources for 11 years. In addition to her advisory role, she is licensed as an insurance agent, providing life, fixed annuities, disability, long-term care, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, focusing on collaborative, annual planning engagements tailored to client goals.

Abigail Reid is a financial advisor with Fidelity in Denver, CO, holding Series 66 and Series 63 licenses and nine years of industry experience. She has worked in various roles within Fidelity since 2017 and previously had one-year positions at Home Instead Senior Care and Active Learners Academy. Fidelity’s Strategic Advisers LLC, where she is affiliated, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary mandates.

Michael Gegen is a financial advisor at Robert W. Baird & Co. with 40 years of industry experience. He has been with Robert W. Baird since 2014 and holds Series 63 and Series 65 designations. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services, tailoring investment strategies to client goals and risk tolerances through both in-house and third-party managers.

Ann Hynek is a financial advisor with Mass Mutual Investors Services in Denver, Colorado, holding Series 65 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Lord, Abbett & Co. LLC, Morgan Stanley Wealth Management, and Hestia Wealth & Wellness LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and a collaborative annual planning process to provide written financial recommendations, with implementation options available through separate brokerage or insurance arrangements.

Heidi Reyes is a financial advisor with UBS Financial Services in Denver, CO, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Alden Investment Advisors, Cambridge Investment Research, and HighTower Securities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

Nick Berard is a financial advisor with Charles Schwab in Denver, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he serves as an umpire for Rocky Mountain Officials. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Christine Marshall is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment strategies.

Stephen Zaiss is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of Nefelibatus LLC and serves as Secretary on the board of the Human Wildlife Coexistence Initiative. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory expertise, supported by algorithmic automation, to tailor retirement income plans for its clients.

Corben Gailey is a financial advisor at Ameriprise in Denver, CO, holding a Series 66 designation with 10 years of industry experience. Prior to joining Ameriprise in 2026, he worked at RBC Capital Markets, LLC from 2016 to 2026. Outside of his advisory role, he serves as an independent contractor working the game clock for the men's and women's basketball teams at Rockhurst University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates internal and third-party research with algorithmic tools and operates within an investment framework influenced by its affiliated product ecosystem.

Sarah Harpole is a financial advisor at UBS Financial Services with Series 66 credentials and one year of experience at the firm. Her prior roles include positions at Government Acquisitions, Inc., Delaware North, Qdoba, and teaching at the University of Kentucky. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and a range of capital markets services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor investment plans.

Jamison Jendrusch is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior experience includes positions at Waddell & Reed and James T Caruso. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from internal and third-party sources.

Christopher Castoro is a financial advisor at Edward Jones in Denver, CO, holding a Series 66 designation and bringing 19 years of industry experience. He has been with Edward Jones since 2007. 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Siena Fowles is a financial advisor with Charles Schwab in Denver, CO, holding CFP® and Series 66 designations and four years of industry experience. Her work history includes multiple roles at Charles Schwab and Charles Schwab Bank since 2019, with prior experience in retail and accounting. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Caroline Perry is a financial advisor at UBS Financial Services with six years of industry experience. She holds Series 65 and Series 63 designations and has previously worked at Sanford C. Bernstein & Co., LLC, Market Real Estate, Arrow Electronics, Newmark Knight Frank, and the University of Colorado at Boulder. UBS Financial Services Inc. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Sandy Wade is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including a decade at First Command Advisory Services. Wade is also president and owner of Wade Wealth Advisors, a separate business entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party strategies, with multiple custody and platform options tailored to client objectives.