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.

David Strand is a CFP® professional with 22 years of experience in the financial services industry. He has been with Ameriprise since 2006, currently serving at their Lafayette, CO office. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jacob Rueter is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, N.A., Carvana, and Cooper & Rueter LLP. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Erb is a financial advisor at Edelman Financial Engines with seven years of industry experience and holds a Series 65 designation. His prior roles include positions at Personal Capital Advisors Corporation and Empower Advisory Group. He also served six years in the United States Army Reserves. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary advice.

Fereshteh Eftekhar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 1988, including Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she has ownership interests in two convenience store businesses in Boulder, Colorado. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice with an IPS-driven approach grounded in modern portfolio theory. The firm includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment advice.

Andrew Porterfield is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and over 26 years of industry experience. He has led Porterfield Financial LLC since 2017 and has been associated with Raymond James since 2015. Outside of his advisory work, he is a partner in a commercial real estate LLC that manages office rental space. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by risk profiling and analytical modeling, and it maintains specialized services in municipal finance and SIMPLE IRA employer consulting.

David Choury is a financial advisor with Primerica Advisors in Westminster, CO, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. Outside of advisory work, he is an officer of Choury Financial Group Inc., a legal entity formed for Primerica business purposes, and participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a percentage-based tiered wrap fee structure.

Clark Saenz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been involved in tax preparation and accounting through his role as CEO of Saenz Financial Services LLC since 2013 and also prepares tax returns as a contractor with Gosset and Associates. Saenz serves as a trustee of the Margaret Ellen Waldon Children's Trust, managing and distributing trust funds. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform with a variety of program structures and investment options, managing over $256 billion in assets through more than 10,000 advisors.

Autumn Davidson is a Series 66-licensed financial advisor with three years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Equitable Advisors, LLC. Outside of finance, she has experience working in the food service industry, including positions at Nick-n-Willy's Pizza and Southern Sun Pub and Brewery. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services through independent Financial Professionals, including financial planning, investment management, and retirement plan advisory, with access to both proprietary and third-party strategies tailored to client objectives.

Derek Cook is currently a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2011, progressing through roles including Financial Consultant, Investments Representative, and Financial Representative. Over this period, Cook has developed expertise in providing personalized financial strategies tailored to the unique financial situations of his clients. Cook holds insurance licenses in Arkansas and California. His professional approach focuses on building relationships with clients that are grounded in compassion, customer service, and diligence, aiming to help clients achieve financial tranquility. Outside of his professional career, Derek Cook and his family reside in Colorado, where they enjoy spending time together outdoors. His personal interests include boating, cars, lake activities, skiing, and snowboarding.

Jacob Blackburn is a financial advisor at Charles Schwab with 7 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Blackburn held positions at Charles Schwab Bank SSB and worked in various capacities at the University of Colorado – Boulder and other organizations. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and research-driven alternative investment options within an integrated wealth management platform.

Karen Nystrom is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2004 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Rebecca Batizy is a Series 66-credentialed advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley since 2009, including ten years with Morgan Stanley Private Bank, N.A. Outside of her advisory role, she coaches the Boulder High Mountain Bike Team. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and research.