Jesse Climer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Brinker International in a non-financial role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and managed solutions, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

Leanne Lindstrom is a Planning Consultant at Fidelity Investments, based in the Broomfield, Colorado office. She works closely with Financial Consultants to support clients with plan implementation and other financial needs, aiming to ensure clients feel understood and supported throughout their financial journey. Her professional experience includes roles as a Planning Consultant (2024 to present), Relationship Manager (2023 to 2024), and Financial Representative (2022 to 2023) at Fidelity Investments. Prior to joining Fidelity, she held positions as a Senior Banker at PNC Bank (2021 to 2022) and Senior Financial Solutions Consultant at BBVA Bank (2018 to 2021). Outside of her professional work, Leanne enjoys boating, camping, fishing, horseback riding, photography, and traveling.

Scott Tater is a Private Wealth Advisor at Merrill Private Wealth Management, where he has been with the firm since 1992. Over the years, he has held multiple roles including Director of the Greater Colorado Wealth Management Market. Scott leads a Private Wealth Team that takes a family office approach, working with clients to address complex financial needs while delivering tailored strategies and services. Scott’s expertise includes advising on concentrated and restricted stock positions, option analysis, pre- and post-liquidity event planning, tax mitigation, and customized investment management. His client focus encompasses corporate executive services, divorce transition planning, executive and equity compensation, liquidity management, new wealth management, and portfolio management. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as certifications as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned both a Bachelor of Science in Business and a Master’s in Finance from Walsh College. Originally from Michigan, Scott developed a passion for skiing, which enhanced his move to Colorado. Outside of work, he and his family enjoy traveling, mountain biking, and skiing.

James Jacobson is a financial advisor at Edward Jones in Westminster, CO, holding CFP® and Series 66 designations with five years of industry experience. His prior roles include positions at Fannie Mae and SunTrust Bank. Outside of his advisory work, he serves on the Building Fund Board and chairs the Capital Campaign Committee for the Bal Swan Children's Center, a private school. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large national network of advisors and branch offices.

Thomas Brewer is a Financial Consultant currently working at Fidelity Investments since 2022. He has held roles within Fidelity Investments since 2021, beginning as an Investment Consultant before advancing to his current position. Prior to joining Fidelity, he served as a Financial Consultant at May, Bonee & Clark from 2014 to 2021. Thomas works with clients to build and maintain comprehensive financial plans tailored to their specific goals. He emphasizes understanding his clients' needs and acts as a guide, educating them throughout the financial planning process. This collaborative approach aims to implement strategies that help clients work toward their financial objectives.

Nicholas Hughes is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Hilltop Securities, TIAA, and Amazon, as well as academic roles at Butler University. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

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.

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.

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.