Kristen Hahn is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2007. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Simmons is a financial advisor at Edward Jones in Westminster, CO, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, all with Edward Jones since 2001. Outside of his advisory work, Simmons is an ordained minister performing weddings and funerals, and he pursues activities in fire eating, storytelling, and modeling. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Brian Bush is a financial advisor with Cetera, holding the CFP® designation and Series 63 license, and has 23 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is currently a part owner and financial professional at FS Advisors Wealth Management. Bush Wealth LLC is an entity he owns for tax purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

Jorin Bale is a financial advisor with LPL Financial in Boulder, CO, holding CFP® and ChFC® designations and 22 years of industry experience. He previously worked at Elevations Credit Union and CUSO Financial Services, LP, and currently serves on the board of the "I Have A Dream" Foundation of Boulder County. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, credit unions, and charitable organizations. The firm offers diversified financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Alan Webster is a financial advisor with UBS Financial Services in Boulder, Colorado, holding a Series 63 designation and 48 years of industry experience. He has been with UBS since 1985. Outside of his advisory role, Webster is a musician who performs with the River Rock Band. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

De Wayne Scott is a financial advisor with LPL Financial in Louisville, CO, holding the Series 66 designation and having seven years of industry experience. His prior roles include positions at Elevations Credit Union, CUSO Financial Services, and Edward Jones. Outside of his advisory work, he serves as a volunteer high school football coach and performs pastor duties at Orchard Church. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, 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 a diverse set of investment strategies supported by proprietary and third-party research.

Patrick Hager is a financial advisor with Edward Jones in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked with several companies including Powderhorn Mountain Resort, BookCliff Vineyards, and SomaLogic. He has also been involved with the Grand Rivers Humane Society. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Robert Webster is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 43 years of industry experience. He has worked at various affiliated firms since 2000, including First Allied Securities and Cetera Advisors. Webster serves as a board member of the Western Golf Association and is a volunteer director for the Colorado Golf Hall of Fame. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of over 10,000 advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to discretionary and non-discretionary investment strategies and third-party money managers.

Kenric Vezina is a financial advisor with Edelman Financial Engines in Westminster, CO, holding a Series 66 designation and 14 years of industry experience. He previously worked at Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Outside of finance, he provides freelance voice over services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining a proprietary modeling process with planner delivery and online tools. The firm manages a wide range of portfolios with an emphasis on diversified model portfolios, periodic rebalancing, and a long-term investment orientation.

Warren Church Jr. is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 28 years of experience in the industry. His career includes nearly two decades at Waddell & Reed, Inc., and he has operated multiple business entities, including W W Church Inc., providing tax and legal liability services. He is also an independent insurance agent serving various carriers. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, employing a range of investment strategies and platform arrangements tailored to client objectives.

Daniel Herda is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and its affiliates. Outside of finance, he worked in waterfront restoration and the food service industry before his advisory career. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored, non-discretionary recommendations delivered through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Devon Roig is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, Roig worked in healthcare roles at Haemonetics, SCL Health (InterMountain Health), Beaumont Health, and Medical Center Hospital, as well as in the hospitality industry at Barn Door Steakhouse. Outside of advising, Roig works as a telemetry technician at Common Spirit Saint Anthony North Campus in Broomfield, CO. 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 under management through a large network of financial advisors and offers a wide range of investment strategies and affiliated services under a fiduciary standard.

Shannon Hertzog is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 designations and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, Hertzog held positions at Bank of America, Merrill, J.P. Morgan Securities LLC, and Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Craig Taylor is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience within the firm. He has practiced in New York, Hong Kong, and Boulder, Colorado. For the first 12 years of his career, he worked on the municipal bond desk, transitioning to a financial advisor role nine years ago. In this capacity, he collaborates with high net worth individuals and families to support their long-term financial goals. His areas of client focus include college education planning, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, sports and entertainment, individual and corporate investment strategies, tax minimization, and retirement income. Craig holds a Bachelor's degree from the University of Florida and professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Craig is committed to the Merrill tradition of community involvement and volunteers with organizations in his local community. Outside of work, his interests include biking, hiking, music, skiing, and spending time with his family.

Shawn Corcoran is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work for registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Elizabeth Day Griffin is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 16 years of industry experience. She has been with Wells Fargo Advisors and its related entities since 2009. Her other business activities include ownership interests and active involvement in several investment-related firms 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, providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services utilizing Wells Fargo research and tools, with planning engagements generally structured as discrete projects.

Robert Mc Allister is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley and its affiliated entities continuously since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and research.

Dan Weinberger is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with Wells Fargo Advisors, where he has worked since 2009 in various capacities within the Wells Fargo organization. Outside of his advisory role, he manages an independent wealth practice and is involved in property management alongside his spouse. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by proprietary research and tools, with clients choosing how to implement recommendations through brokerage or advisory programs.

Lindsay Peoples is a financial advisor at Ameriprise in Arvada, CO, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2020, Lindsay worked for Lewisville ISD for 14 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Trevor Dietrich is a financial advisor with LPL Financial in Broomfield, Colorado, holding a Series 66 license and 14 years of industry experience. He worked at Edward Jones from 2011 to 2023 before joining LPL Financial. Outside of his advisory role, he is involved in a multi-level marketing business called LIVE PURE. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.