Brittany Maracine is a financial advisor with Edward Jones in Erie, Colorado, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017, following roles at Milestone Retirement Communities and Milestone Colorado Staffing, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Jennifer Talbot is a Financial Consultant at Fidelity Investments, a role she began in 2024. She has a professional background that includes positions as a Financial Advisor at Merrill Lynch from 1999 to 2004 and as a Sales Manager at CUNA Mutual from 2004 to 2007. Jennifer's experience spans financial advising and sales management, with a focus on partnering with clients to clarify their financial goals and develop plans aimed at providing confidence and peace of mind. She values serving as a trusted resource for her clients and strives to have a direct impact on their financial futures. Outside of her professional work, Jennifer has interests that include comedy, exploring culinary experiences, hiking, skiing, and traveling.

Eric Jasper is a financial advisor with Edward Jones in Denver, CO, holding the CFP® and ChFC® designations, and has 26 years of industry experience. He has been with Edward Jones since 1999. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay McMahon is a financial advisor with Wells Fargo Advisors in Boulder, CO, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also involved in investment-related business activities through ownership in Ascent Wealth Partners, LLC, and Jay P McMahon AWP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Richard Weintraub is a financial advisor with LPL Financial based in Boulder, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked at LPL Financial since 2009 and operates under the Meridian Wealth Management name since 2012. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Michael Strong is a financial advisor with OSAIC, holding Series 65 and Series 63 licenses and 18 years of industry experience. His prior roles include positions at Wealth Watch Advisors, Gradient Advisors LLC, Alpha Solutions Management, and Jackson National Life Distributors LLC. Outside of advisory work, he owns and conducts seminars for Personal Benefit Services Fed Training LLC, providing financial education for federal employees. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charities through a large network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers integrated brokerage, financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Bryce Blackwell is a financial advisor with UBS Financial Services in Westminster, CO, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. He previously worked at Merrill for six years before joining UBS in 2021. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad set of capital markets services.

Miranda Ross is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 licenses and 11 years of industry experience. Her prior roles include positions at Merrill, Morgan Stanley, and Bank of America. Outside of finance, she has worked as a cashier providing customer service. UBS Financial Services serves individual, corporate, and institutional clients through both brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through a broad range of services and proprietary research to tailor investment strategies.

Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. 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 and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tennessee Lee is a financial advisor with UBS Financial Services in Boulder, CO, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining UBS, Lee worked at Robinhood Financial, LLC and Robinhood Markets, Inc., and has experience in both the legal and retail sectors. Lee was also involved with F.U.L.E. Cart Snacks, indicating entrepreneurial activity outside the financial industry. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering fee-based financial planning, portfolio management, and access to a broad range of investment products. The firm combines institutional trading capabilities with wealth management, supported by proprietary research and model-based asset allocation.

Michael Countryman is a CFP®-designated financial advisor with Edward Jones in Arvada, CO, having 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a USA Swimming Meet Official for the North Jeffco Swim Team in Arvada. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Jennifer Trembley is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Trembley serves on the Board of Directors for the Women's Estate Planning Council and acts as a liaison with the National Association of Estate Planners & Councils. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Brandie Fish is a financial advisor with J.P. Morgan Securities in Denver, CO, holding a Series 66 designation and 26 years of industry experience. She also operates Brandie Fish LLC as an independent life coach, providing guidance and support to clients to help them set and achieve personal goals. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of product types through its affiliations within the J.P. Morgan organization.

Oleg Metsaev is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes roles at MetLife Securities from 2005 to 2017 and Massachusetts Mutual Life Insurance Company since 2016. He also operates a fee-based financial planning business under the DBA Financial Planning Group in Arvada, Colorado. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved software tools and delivers recommendations focused on investment categories and strategies.

Florentina Soare is a financial advisor with Fidelity Investments in Denver, CO, holding Series 63 and Series 66 licenses and bringing two years of industry experience. Prior to joining Fidelity, she worked at The Grad Team and has entrepreneurial experience as the sole proprietor of Florii Photo LLC, a wedding photography business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Maximillian Watkins is a financial advisor at Charles Schwab with two years of industry experience. He previously worked at Fidelity Investments and has held roles at several other organizations including Rosetta Hall and the University of Colorado Boulder. Charles Schwab 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 options supported by multi-asset model portfolios and an operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Jenae Turner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Raymond James since 2016. Outside of her advisory role, she is an associate and branch manager at MainStay Advisors, LLC, a support company in Boulder, CO, where she is licensed to speak with clients and place trades. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Audrey Ingram is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors since 2012. Additionally, she is a commissioned notary public in Colorado. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing proprietary research and planning tools to offer tailored recommendations across various specialized planning areas.

Alyssa Bergsma is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. 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 plans, corporations, and charitable organizations.

Matthew Kvien is a financial advisor at Thrivent Investment Management with 16 years of industry experience and holds Series 63 and Series 66 credentials. He previously worked for TIAA and TIAA-CREF for ten years before joining Thrivent Financial and Thrivent Investment Management in 2026. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based planning across various financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping these services separate.