Jason Hofmann is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Goldman Sachs for six years and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2023. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services focused on approved funds and strategies.

Tony Liska is a CFP® professional with 12 years of industry experience, currently advising at Edward Jones since 2014. He holds the Series 66 designation and operates out of Erie, Colorado. Outside of his advisory role, he is a part owner of a rental property in Greeley, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Max Vezzani is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2021. Prior to joining Schwab, he worked at Lululemon and Towne Park - Halcyon Hotel. 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 both non-discretionary and discretionary investment options, using multi-asset model portfolios and alternative investments, supported by centralized supervision and custody.

Tyson Schrecengost is a Series 66-registered advisor with Thrivent Investment Management, based in Westminster, CO, and has five years of industry experience. He has been with Thrivent and its affiliates since 2018. Outside of his financial advisory role, Schrecengost serves as a varsity boys basketball coach at Standley Lake High School and is a board member of Next Gen Ministries, a nonprofit focused on discipleship through education, sport, and community. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based planning across various life and financial topics without discretionary portfolio management.

Jack Bayliss is a financial advisor at Edward Jones with 28 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lynn Annan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining LPL Financial in 2018, she worked for Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 and financial planning services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Dawna Turner is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has 38 years of experience in the financial services industry and specializes in serving high net worth individuals and their families. Dawna's approach to wealth management begins with understanding each client's unique goals and priorities to develop personalized financial strategies. She focuses on areas such as college education planning, family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. Dawna holds a Bachelor of Science degree in Finance from California State University, Chico. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She maintains various FINRA registrations including Series 3, 7, 9, 10, 63, and 66. Dawna provides her clients access to the investment resources of Merrill Lynch and the banking and lending capabilities of Bank of America. Outside of work, Dawna enjoys biking, cooking, hiking, reading, skiing, and spending time with her family. She and her husband reside in Longmont, Colorado, and have three adult children and one grandchild. Her professional philosophy emphasizes working closely with clients to develop tailored financial strategies aimed at helping them pursue their long-term goals.

Michelle Freilinger is a financial advisor at Merrill with a Series 66 designation and 32 years of industry experience. She has been with Merrill since 1986. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, integrating its services into Bank of America’s broader corporate platform.

William Norris is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2012. He is based in Boulder, CO. Outside of his advisory role, Norris is a member and owner of Mountain Beach Adventure LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group provides tailored financial planning and portfolio management services using a combination of in-house and third-party managers, offering a range of investment strategies from traditional to complex allocations.

Michael Callahan is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Charles Schwab and Fox-Smith Wealth Management. Outside of advising, he owns Emcee Services Ltd., a business focused on expense management, and also serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, serving more than 10,000 advisors and approximately 800,000 clients nationwide.

Christian Baca is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. In this role, he works with clients to coordinate, consolidate, and simplify their financial picture, enabling them to focus on what is most important in their lives. Prior to joining Fidelity Investments, Christian served as a Financial Advisor at First Command Financial Planning from 2011 to 2014. Christian holds a California Insurance License, which supports his work in providing comprehensive financial advice and planning. Outside of his professional responsibilities, he enjoys biking, golf, running, scuba diving, and traveling.

Joseph French is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their life priorities and long-term goals. Joseph leverages the investment insights of Merrill and the banking products and services of Bank of America to provide tailored wealth management solutions. His expertise includes college education planning, family wealth management strategies, employee financial health, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, sports and entertainment, and retirement income. Joseph holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Colorado System. Outside of his professional work, Joseph is involved in youth sports coaching. He enjoys adventure sports, baseball, basketball, football, golfing, pickleball, skiing, spending time with his family, traveling, and practicing yoga.

Luke Jones is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, he was employed at AT&T for one year. 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 advisory guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence on alternative investments.

Ward Cerny is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and at Morgan Stanley Smith Barney LLC since 2020. Prior to that, he spent ten years at AllianceBernstein. Outside of his advisory work, he serves on the finance committee and board of Denver Kids, a nonprofit focused on children and youth education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and planning services.

Reagan Giles is a financial advisor with J.P. Morgan Securities in Denver, CO. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Giles worked with JPMorgan Chase Bank, N.A. He has also been involved with the Frisco Flyers Volleyball Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Matthew Erb is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has worked previously at Empower and various construction companies. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Benjamin Michael is a financial advisor at Charles Schwab in Boulder, CO, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Hottenrott & Associates and various firms outside finance, such as The Old Herald and Highland Auto Wash. 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. The firm offers both non-discretionary and discretionary investment guidance, combining multi-asset model portfolios with access to alternative investments and centralized custody and supervisory services.

Lorne Maltenfort is a financial advisor with Wells Fargo Advisors in Denver, CO, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include work at Northwestern Mutual and a brief period as an attorney. Outside of advising, he serves as an election judge for Arapahoe County. Wells Fargo Advisors is an institutional firm with over 2,200 advisors, providing investment services to a broad client base.

Mallory Jacob is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad range of investment products and services.

Shawn Faurote is a CFP®-certified financial advisor with Edward Jones, based in Thornton, CO. He has 10 years of industry experience and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.