Kevin Brachle serves as Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. He has been with Fidelity since 2013, beginning as an Investment Representative before advancing to his current position. Prior to joining Fidelity, he worked as an advisor at Naples Money Managers from 2011 to 2013. With 15 years of industry experience, Kevin emphasizes understanding his clients' personal priorities to develop customized financial approaches. Outside of his professional responsibilities, he is interested in music, outdoor adventures, running, and parenthood.

Leon Koob is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 22 years of industry experience. He has worked within Wells Fargo-affiliated firms since 2009. Outside of his advisory role, Koob has ownership interests in several investment-related businesses including Ascent Wealth Partners, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory solutions with various financial product offerings.

Michael Freemire is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 65 designation and has previously been involved with Kids Adventures Inc, Mission ROI, LLC, and Total Turf & Landscape, Inc. In addition to his advisory role, he serves as President of Patio Plus HOA and is an alternate board member of the Douglas County Colorado Water Commission. He is also an author and owns Full Circle Financial of Colorado Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, trusts, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies across multiple platforms.

Hope Todt is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously been affiliated with Avantax entities and Larson Wealth Planners LLC. Outside of her advisory role, she is involved in logistics through Illuminated Global Logistics LLC and provides accounting services via Larson Accounting Services LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Tynan Strong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Cetera Wealth Services, FS Advisors Wealth Management, and several educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program structures and over $256 billion in assets under management.

Joshua D'agostino is a Certified Financial Planner (CFP®) with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Thea Diffendal is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining LPL Financial, she worked at TIAA and TIAA-CREF for 16 years and has held roles at BMO Bank NA and Robinhood. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management styles and providing access to model portfolios and research from various sources.

Daniel Guevara Cortez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various JPMorgan entities since 2019. Prior to his current roles, he was employed at First Bank and served in the United States Army Reserve from 2012 to 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Peter Hoffmann is an Investment Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he served as an Investment Management Consultant II at Fidelity from 2023 to 2026 and as a Workplace Planning Consultant from 2020 to 2022. He began his career as a Financial Advisor at Edward Jones in 2007 and has since held similar positions at LPL Financial and CUSO Financial before joining Fidelity. Peter's expertise spans investment consulting, workplace planning, and financial advising, focusing on helping clients achieve their financial goals through a tailored and disciplined planning process. In 2020, he relocated from San Diego, California to Colorado and has been committed to developing meaningful partnerships with his clients. Outside of his professional work, Peter enjoys attending concerts, football, hiking, movies, skiing, and traveling.

Elizabeth Barnett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, she was employed at LifeTime and Lakeshore Athletic Club. Outside of her advisory work, she is involved in overseeing a shoe resale business managed by her son. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment options through a large network of financial advisors and branch offices nationwide.

David Godinez is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Edward Jones throughout his career. 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.

Christopher Smith is a Series 66-licensed financial advisor with Ameriprise in Arvada, Colorado, and has 21 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations through a centralized consulting team.

Ryan Bonnett is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked with CUNA Brokerage Services, CUNA Mutual Group, Canvas Credit Union, and Credit Union of the Rockies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and third-party research.

Jacob Van Kessel is a Wealth Management Advisor with Merrill Lynch Wealth Management. He leads a team dedicated to providing personalized, hands-on financial services to families, businesses, and individual investors. Jacob's approach focuses on understanding each client's unique goals and implementing strategies designed to achieve them, covering areas such as risk management, retirement income strategies, trust and estate planning, philanthropic planning, and socially responsible investing. Jacob has over fifteen years of experience in the financial services industry. Before joining Merrill Lynch Wealth Management in 2008, he worked at US Bank and JPMorgan Chase in roles including personal banker, financial advisor, and branch manager. He holds several professional designations including CFP®, CRPC®, CPFA®, CAP, PIA, and RAFA. He earned his bachelor's degree in Finance and a Certificate in Entrepreneurial Studies from the University of Colorado Boulder in 2004. Outside of his professional duties, Jacob serves on the Longmont Community Foundation Board of Trustees and Investment Committee. He and his wife, Meggan, live in Longmont with their children. Jacob is also involved with community organizations such as the YWCA, There With Care, and EFAA.

Wade Balliet is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with over 20 years of industry experience, including 24 years at BMO/Bank of the West. He has been with Cambridge Investment Research Advisors and its affiliates since 2025. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Austin Shinn is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., New York Life, and several other organizations. 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 and discretionary investment solutions, using multi-asset model portfolios, formal alternative investment processes, and centralized custody and order-routing infrastructure.

Alora Yaron is a Series 66-licensed financial advisor with Morgan Stanley in Boulder, Colorado, with nine years of industry experience. She has worked at various divisions within Morgan Stanley since 2017 and spent time at Georgia Tech from 2015 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and models.

Ryan Holocher is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2013. Outside of his advisory role, he has ownership interests in multiple investment-related entities focused on wealth management and succession planning. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients by providing investment and fee-based financial planning services that cover a broad range of areas, including retirement, education, risk, and wealth transfer planning. The firm combines its advisory services with other financial product offerings and referral channels.

Amelia Reback is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Global Equity. Outside of her advisory role, she serves on the board of the Global Equity Organization, a nonprofit focused on education in the employee stock plan industry, and is involved in buying and selling antiques and retail items through personal ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Meagan Belford is a financial advisor at RBC Capital Markets with a Series 66 designation and 10 years of industry experience. She previously worked at Merrill from 2015 to 2024 before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs combining in-house and third-party managers, with a range of portfolio management and financial planning services.