Brenda Archer is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. She has worked with Wells Fargo in various capacities since 2009, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She holds the Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Drew Wotton is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Boulder, CO, with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously worked at Edward Jones from 2016 to 2018. 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, using a combination of quantitative asset-allocation modeling and centralized due diligence.

William Bowman Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including positions at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients. The firm’s financial planning emphasizes structured discovery and firm-approved tools, serving clients through both direct relationships and corporate financial planning agreements.

Will Voss is a Planning Consultant at Fidelity Investments, where he collaborates with dedicated advisors to implement and review financial plans tailored to client goals. He works closely with clients to develop financial strategies that align with their individual objectives. Will has held various roles within Fidelity Investments, including Relationship Manager, Financial Representative, and High Net Worth Service Associate, which have contributed to his experience in client service and financial planning. Prior to joining Fidelity, he was a Client Service Associate at Ameriprise Financial. In his personal time, Will enjoys activities such as baseball, boating, football, golf, and snowboarding.

Daniel Grote is a financial advisor with LPL Financial in Boulder, CO, holding the CFP® designation and Series 63 and 65 licenses, with 24 years of industry experience. He previously worked at Securities America and Securities America Advisors before joining LPL Financial in 2020. Outside of his advisory role, he has engaged in driving for ride-share services such as Uber and Lyft. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by research, model portfolios, and advanced technology solutions.

Michael Chewning is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include six years with OppenheimerFunds, Distributor Inc., and ten years with Charles Schwab and its affiliated investment advisory entity. He is based in Erie, Colorado. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated custodial and advisory services, and an investment approach that includes multi-asset model portfolios and alternative investment options.

Jamie Moulton is a financial advisor with Raymond James & Associates in Boulder, CO, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Merrill and Bank of America, N.A. Additionally, he serves as Treasurer for Indian Peaks Alers, a nonprofit organization, where he manages bookkeeping and budget monitoring. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Alan Scharff is a Senior Vice President, Wealth Management Advisor, and Senior Portfolio Manager at Merrill Lynch Wealth Management. In his role, he provides comprehensive wealth management and investment advisory services to individuals and multi-generational families. Alan offers a disciplined, planning-driven approach that integrates portfolio management, tax-aware investing, and long-term risk management. As a Certified Portfolio Manager (CPM) and Personal Investment Advisor (PIA), Alan has the flexibility to design and manage customized investment strategies aligned with each client's goals, time horizon, and tax considerations. His solutions may incorporate individual securities, firm and third-party strategies, and discretionary portfolio management through Merrill's Investment Advisory Program. His advisory philosophy emphasizes thoughtful portfolio construction, diversification, and adaptability in response to evolving markets, tax laws, and client circumstances. Alan holds a High School Diploma/GED from Summit County High School. Outside of his professional commitments, he enjoys biking, cooking, fishing, hiking, scuba diving, skiing, spending time with his family, and traveling.

Matthew Winter is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Joel Rothe is a CFP® professional with 29 years of experience in the financial advisory industry. He has worked at LPL Financial since 2024 and previously spent 14 years at Sagepoint Financial, Inc., and one year at OSAIC. Outside of advisory roles, he maintains a business entity for tax and investment purposes unrelated to his investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research, providing both discretionary and non-discretionary management options.

Amy Norder is a CFP® professional with 11 years of industry experience and has been with Edward Jones since 2014. She holds a Series 66 license and is based in Broomfield, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Eric Johnson is a financial advisor with Raymond James Financial in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Raymond James Financial Services since 2003 and has been president of Personal Wealth Partner Financial Services Inc., a support company, since 2015. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Mulreaney is a financial advisor with Wells Fargo Clearing in Boulder, CO, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Wells Fargo Advisors and Wachovia Bank, N.A., and has been involved with Electec, Inc. outside the financial sector. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Eric Butler is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Stadion Money Management and Fiduciary Investment Trusts. In addition to his advisory role, Mr. Butler is an independent insurance agent, transacting in insurance products including annuities. 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 a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios and research from internal and third-party sources.

Meagan Beresford is a financial advisor at Edward Jones in Broomfield, CO, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Robert Half and several other firms across diverse roles. She is involved in managing a residential rental property in Longmont, CO, which is maintained through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides tax-efficient services along with affiliated mutual funds and securities-based lending options.

Melissa Ardourel is a financial advisor with Wells Fargo Clearing in Louisville, CO, holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mary Wright is a financial advisor with Morgan Stanley in Boulder, CO, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she serves as a mentor in the Professional Mentorship Program at the Leeds School of Business. Morgan Stanley Wealth Management provides advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and integrates a range of investment programs and strategies in its offerings.

Tyler Mac Bride is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work history includes roles at Bank of America and a registered investment advisor firm. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Heather Allison is a financial advisor with Ameriprise in Broomfield, Colorado, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Morgan Stanley, H&R Block, and the University of Colorado. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Wendy Martinez is a financial advisor at Edelman Financial Engines with nine years of industry experience. She holds the Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment approach combines proprietary modeling with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and a long-term orientation.